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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.

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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.2M
2
Harris Associates
2
Harris Associates
Illinois
$864K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Primecap Management
4
Primecap Management
California
$3.04B
5
Boston Partners
5
Boston Partners
Massachusetts
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
1051
WT Wealth Management
Arizona
– – -6,965 Closed
WI
1052
Wintrust Investments
Illinois
– – -6,299 Closed
I2I
1053
Insight 2811 Inc
Illinois
– – -6,200 Closed
TA
1054
Tiedemann Advisors
New York
– – -6,065 Closed
AWA
1055
Arete Wealth Advisors
Illinois
– – -5,816 Closed
PAM
1056
Paradigm Asset Management
New York
– – -5,650 Closed
IA
1057
IndexIQ Advisors
New York
– – -4,383 Closed
LPIC
1058
LeJeune Puetz Investment Counsel
Michigan
– – -4,175 Closed
GSWM
1059
Golden State Wealth Management
California
– – -3,329 Closed
SXL
1060
Summit X LLC
Missouri
– – -3,193 Closed
MC
1061
Maverick Capital
Texas
– – -2,154 Closed
NNP
1062
Nachman Norwood & Parrott
South Carolina
– – -2,115 Closed
FHA
1063
Flagship Harbor Advisors
Massachusetts
– – -2,064 Closed
AW
1064
Alpha Windward
Massachusetts
– – -1,852 Closed
WB
1065
Webster Bank
Connecticut
– – -1,778 Closed
RIM
1066
Rampart Investment Management
Connecticut
– – -1,527 Closed
JSC
1067
Jackson Square Capital
California
– – -1,253 Closed
SC
1068
Slow Capital
California
– – -1,077 Closed
FHA
1069
First Horizon Advisors
Tennessee
$0 22 -778 -97%
AA
1070
Advisory Alpha
Michigan
– – -532 Closed
Kayne Anderson Rudnick Investment Management
1071
Kayne Anderson Rudnick Investment Management
California
– – -520 Closed
EWA
1072
Evolution Wealth Advisors
Florida
– – -455 Closed
WCG
1073
Weaver Consulting Group
California
– – -416 Closed
PCWA
1074
Pacific Capital Wealth Advisors
California
– – -321 Closed
APWM
1075
Atlas Private Wealth Management
New York
– – -315 Closed
41 42
43
44 45