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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$955M
2
Primecap Management
2
Primecap Management
California
$3B
3
MWA
3
Marshall Wace Asia
Hong Kong
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.56B
5
Boston Partners
5
Boston Partners
Massachusetts
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
951
Baldwin Wealth Partners
Massachusetts
$10K – – –
ONST
952
Old North State Trust
North Carolina
$10K – – –
JMF
953
Johnson Midwest Financial
Iowa
$10K – – –
AA
954
Ancora Advisors
Ohio
$10K – – –
RE
955
RBC Europe
United Kingdom
$9.56K – – –
RG
956
Retirement Group
California
$9K -$32.1K -577 -78%
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$9K – – –
BWM
958
BerganKDV Wealth Management
Minnesota
$9K – – –
LWA
959
Lowe Wealth Advisors
Maryland
$9K – – –
POIA
960
Pin Oak Investment Advisors
Texas
$9K – – –
HCP
961
Hexagon Capital Partners
Arkansas
$9K +$9K +162 New
MGIM
962
M&G Investment Management
United Kingdom
$8.9K +$402 +7,578 +5%
BAM
963
Baldrige Asset Management
Pennsylvania
$8K +$8K +149 New
Nisa Investment Advisors
964
Nisa Investment Advisors
Missouri
$7.06K -$291 -5,479 -4%
FCM
965
Firestone Capital Management
Florida
$7K -$9.8K -175 -58%
FA
966
Financial Avengers
California
$7K – – –
MCM
967
MV Capital Management
Maryland
$7K +$515 +10 +8%
BWL
968
Bogart Wealth LLC
Virginia
$7K +$4.36K +84 +165%
LPWM
969
Lake Point Wealth Management
Texas
$7K +$7K +128 New
ETC
970
Exchange Traded Concepts
Oklahoma
$7K +$7K +137 New
IWP
971
IAG Wealth Partners
Wisconsin
$6K -$1.8K -30 -23%
JWBC
972
John W. Brooker & Co
California
$6K – – –
BWM
973
Baystate Wealth Management
Massachusetts
$6K – – –
HAS
974
HBW Advisory Services
California
$6K +$6K +105 New
ICM
975
Islay Capital Management
Texas
$5K -$15.5K -300 -76%
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