LUV icon

Southwest Airlines
LUV

Overview Fund Activity

780 hedge funds and large institutions have $14B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 216 increasing their positions, 321 reducing their positions, and 89 closing their positions.

Holders
780
Holders Change
+21
Holders Change %
+2.77%
% of All Funds
11.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
119
Increased
216
Reduced
321
Closed
89
Calls
$477M
Puts
$620M
Net Calls
-$142M
Net Calls Change
-$76.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.54B
2
Morgan Stanley
2
Morgan Stanley
New York
$415M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$227M
4
USGIU
4
U.S. Global Investors (USGI)
Texas
$179M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$169M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$87.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.4M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$693M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
101
Olstein Capital Management
New York
$7.45M 258,000 +31,000 +14%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$7.44M 257,682 -38,851 -13%
ECM
103
ExodusPoint Capital Management
New York
$7.19M 248,857 -127,293 -34%
Lido Advisors
104
Lido Advisors
California
$7.19M 247,288 +222,664 +904%
DIG
105
DeepCurrents Investment Group
New York
$7.1M 245,960 -33,888 -12%
AQR Capital Management
106
AQR Capital Management
Connecticut
$6.93M 239,935 +94,656 +65%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$6.87M 237,941 +11,385 +5%
Victory Capital Management
108
Victory Capital Management
Texas
$6.83M 236,493 -6,121 -3%
BA
109
Bridgewater Associates
Connecticut
$6.68M 231,391 +231,391 New
GCM
110
Gibraltar Capital Management
Oklahoma
$6.55M 226,855 -20,018 -8%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$6.24M 216,068 +50,914 +31%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$6.11M 211,604 -26,061 -11%
Creative Planning
113
Creative Planning
Kansas
$6.05M 209,448 -34,098 -14%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91M 204,688 +2,261 +1%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$5.86M 202,756 -21,084 -9%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$5.77M 199,635 -7,841 -4%
QC
117
Quadrature Capital
United Kingdom
$5.59M 193,484 -40,601 -17%
Canada Life
118
Canada Life
Manitoba, Canada
$5.36M 186,230 +33,013 +22%
Man Group
119
Man Group
United Kingdom
$5.29M 183,321 +183,321 New
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$5.11M 179,576 +32,861 +22%
Osaic Holdings
121
Osaic Holdings
Arizona
$4.97M 172,134 -58,919 -26%
SOMRS
122
State of Michigan Retirement System
Michigan
$4.96M 171,703 +2,000 +1%
BPA
123
Beacon Pointe Advisors
California
$4.82M 166,879 -27,611 -14%
Two Sigma Investments
124
Two Sigma Investments
New York
$4.76M 164,910 -129,136 -44%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$4.76M 164,810 -112,818 -41%
3 4
5
6 7