LUV icon

Southwest Airlines
LUV

Overview Fund Activity

1,023 hedge funds and large institutions have $24.3B invested in Southwest Airlines in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 380 increasing their positions, 349 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-40
Holders Change %
-3.76%
% of All Funds
17.86%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
96
Increased
380
Reduced
349
Closed
128
Calls
$450M
Puts
$580M
Net Calls
-$130M
Net Calls Change
-$162M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$119M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$115M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$381M
4
Man Group
Man Group
United Kingdom
$57.5M
5
Artisan Partners
Artisan Partners
Wisconsin
$537M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$955M
2
Primecap Management
Primecap Management
California
$3B
3
MWA
Marshall Wace Asia
Hong Kong
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
5
Boston Partners
Boston Partners
Massachusetts
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
876
Thompson Siegel & Walmsley
Virginia
$46K -$5.85K -111 -11%
WAS
877
Winch Advisory Services
Wisconsin
$46K – – –
HWMA
878
Heritage Wealth Management (Arizona)
Arizona
$45K +$45K +853 New
CHA
879
Carmichael Hill & Associates
Maryland
$44K – – –
BCA
880
Bray Capital Advisors
Florida
$44K – – –
GG
881
Gleason Group
Kentucky
$43K – – –
WIM
882
Westside Investment Management
California
$42.5K – – –
Lazard Asset Management
883
Lazard Asset Management
New York
$42K -$3.32K -63 -7%
LWM
884
Liberty Wealth Management
California
$42K +$8.09K +152 +24%
OIA
885
Optimum Investment Advisors
Illinois
$40K – – –
SIC
886
Salem Investment Counselors
North Carolina
$40K +$18.5K +350 +86%
SFP
887
Sterling Financial Planning
New Jersey
$40K +$40K +750 New
AF
888
Arrow Financial
New York
$38K -$2.62K -50 -6%
ANBT
889
American National Bank & Trust
Texas
$37K – – –
CAL
890
Capital Advisors Ltd
Ohio
$37K – – –
CP
891
Castleview Partners
Texas
$36K +$36K +671 New
ADL
892
Asset Dedication LLC
California
$35K +$7.28K +139 +26%
COCM
893
Charter Oak Capital Management
New Hampshire
$35K +$9.06K +170 +35%
HFM
894
Harvest Fund Management
China
$34K – – –
SWA
895
SOA Wealth Advisors
New York
$34K +$21K +402 +161%
BA
896
Bellwether Advisors
Nebraska
$30K – – –
CCM
897
Covington Capital Management
California
$29K – – –
IF
898
Ironwood Financial
Arizona
$28K – – –
TCOV
899
Trust Company of Vermont
Vermont
$28K +$1.53K +28 +6%
HPC
900
HM Payson & Co
Maine
$27K -$57.2K -1,062 -68%
34 35
36
37 38