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Southwest Airlines
LUV

Overview Fund Activity

877 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 337 increasing their positions, 294 reducing their positions, and 115 closing their positions.

Holders
877
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
17.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
122
Increased
337
Reduced
294
Closed
115
Calls
$444M
Puts
$474M
Net Calls
-$30.4M
Net Calls Change
-$26.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B
2
Franklin Resources
2
Franklin Resources
California
$148M
3
Capital World Investors
3
Capital World Investors
California
$124M
4
BlackRock
4
BlackRock
New York
$1.26B
5
Morgan Stanley
5
Morgan Stanley
New York
$136M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$570M
2
PTC
2
Provident Trust Company
Wisconsin
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$29.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$38.3M
5
LPU
5
Lansdowne Partners (UK)
United Kingdom
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
951
Orion Portfolio Solutions
Nebraska
– – -3,153 Closed
WC
952
Wexford Capital
Florida
– – -3,130 Closed
PCM
953
Penserra Capital Management
California
– – -3,094 Closed
KWM
954
Keebeck Wealth Management
Illinois
– – -2,523 Closed
Credit Agricole
955
Credit Agricole
France
– – -2,300 Closed
CWP
956
CFM Wealth Partners
Texas
– – -2,019 Closed
C
957
Cerebellum
California
– – -1,936 Closed
PMAM
958
Picton Mahoney Asset Management
Ontario, Canada
– – -1,900 Closed
EWP
959
Engrave Wealth Partners
Texas
– – -1,887 Closed
PA
960
Perennial Advisors
New York
– – -1,800 Closed
MHR
961
Matthew Hamilton Rosenberg
– – -1,442 Closed
SFG
962
Sowa Financial Group
Rhode Island
– – -1,301 Closed
First Manhattan
963
First Manhattan
New York
$0 25 -1,200 -98%
MA
964
Modus Advisors
Minnesota
– – -1,121 Closed
TAIM
965
TD Ameritrade Investment Management
Nebraska
– – -1,069 Closed
FWM
966
Filbrandt Wealth Management
Wisconsin
– – -1,044 Closed
BFIM
967
Beese Fulmer Investment Management
Ohio
– – -970 Closed
CFG
968
Citizens Financial Group
Rhode Island
– – -792 Closed
AA
969
Ancora Advisors
Ohio
$0 9 -701 -99%
VNA
970
Valley National Advisers
Pennsylvania
– – -617 Closed
FANJ
971
Financial Architects (New Jersey)
New Jersey
– – -270 Closed
EWM
972
Edge Wealth Management
New York
– – -250 Closed
BBA
973
Braun-Bostich & Associates
Pennsylvania
– – -250 Closed
HFM
974
Hartford Financial Management
Connecticut
– – -200 Closed
ClearBridge Investments
975
ClearBridge Investments
New York
– – -200 Closed
37 38
39
40 41