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Southwest Airlines
LUV

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 380 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+143
Holders Change %
+16.31%
% of All Funds
18.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
225
Increased
380
Reduced
289
Closed
75
Calls
$560M
Puts
$664M
Net Calls
-$104M
Net Calls Change
-$73.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
Morgan Stanley
Morgan Stanley
New York
$310M
3
AllianceBernstein
AllianceBernstein
Tennessee
$198M
4
PI
Putnam Investments
Massachusetts
$402M
5
Franklin Resources
Franklin Resources
California
$296M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
Primecap Management
California
$3.04B
5
Boston Partners
Boston Partners
Massachusetts
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
876
American National Bank & Trust
Texas
$33K – – –
CAL
877
Capital Advisors Ltd
Ohio
$33K – – –
JCM
878
Jacobi Capital Management
Pennsylvania
$33K +$25.9K +552 +368%
SWA
879
SOA Wealth Advisors
New York
$31K +$31K +623 New
TCOV
880
Trust Company of Vermont
Vermont
$30K – – –
CHA
881
Carmichael Hill & Associates
Maryland
$30K +$5.08K +108 +20%
AWM
882
Atticus Wealth Management
Florida
$29K -$14.1K -300 -33%
LWM
883
Liberty Wealth Management
California
$28K – – –
PWA
884
Phoenix Wealth Advisors
North Carolina
$28K +$28K +600 New
BA
885
Bellwether Advisors
Nebraska
$27K +$27K +580 New
Jones Financial Companies
886
Jones Financial Companies
Missouri
$27K +$27K +583 New
CCM
887
Covington Capital Management
California
$26K – – –
BHWM
888
Bay Harbor Wealth Management
Maryland
$26K +$24.8K +527 +2,108%
IF
889
Ironwood Financial
Arizona
$25K -$2.69K -57 -10%
TF
890
TimeScale Financial
Massachusetts
$24K – – –
GI
891
Gradient Investments
Minnesota
$24K – – –
CWA
892
Core Wealth Advisors
Florida
$24K – – –
RIM
893
Rockbridge Investment Management
New York
$24K +$321 +7 +1%
AP
894
Atwood & Palmer
Missouri
$24K +$24K +519 New
LWA
895
Lenox Wealth Advisors
New York
$24K +$24K +520 New
YAL
896
Your Advocates Ltd
Texas
$23K – – –
COCM
897
Charter Oak Capital Management
New Hampshire
$23K +$23K +487 New
FPCG
898
Fort Pitt Capital Group
Pennsylvania
$23K +$23K +500 New
FCM
899
Firestone Capital Management
Florida
$22K – – –
ST
900
Smithfield Trust
Pennsylvania
$22K +$3.28K +70 +18%
34 35
36
37 38