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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 %
Mitsubishi UFJ Trust & Banking
176
Mitsubishi UFJ Trust & Banking
Japan
$2.54M 87,846 -2,871 -3%
SG Americas Securities
177
SG Americas Securities
New York
$2.48M 85,985 +69,553 +423%
TSS
178
Two Sigma Securities
New York
$2.44M 84,595 -31,570 -27%
CWM
179
CIBC World Markets
New York
$2.43M 84,278 +31,903 +61%
NYLIM
180
New York Life Investment Management
New York
$2.39M 82,898 -509 -0.6%
YCM
181
Yousif Capital Management
Michigan
$2.39M 82,816 -2,033 -2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$2.36M 81,809 -83,170 -50%
MOACM
183
Mutual of America Capital Management
New York
$2.31M 80,024 -3,581 -4%
TI
184
Tidal Investments
Wisconsin
$2.3M 79,657 +5,003 +7%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$2.28M 78,835 +4,288 +6%
ProShare Advisors
186
ProShare Advisors
Maryland
$2.27M 78,547 -7,374 -9%
HighTower Advisors
187
HighTower Advisors
Illinois
$2.26M 78,192 -34,667 -31%
AWM
188
AE Wealth Management
Kansas
$2.25M 74,664 -6,217 -8%
Wolverine Trading
189
Wolverine Trading
Illinois
$2.22M 76,860 +44,643 +139%
CAN
190
Cetera Advisor Networks
California
$2.22M 76,829 -2,188 -3%
X
191
Xponance
Pennsylvania
$2.19M 75,920 -1,963 -3%
Lazard Asset Management
192
Lazard Asset Management
New York
$2.17M 75,000 +74,969 +241,835%
BCM
193
Bayesian Capital Management
New York
$2.16M 74,702 +3,402 +5%
KAS
194
Kestra Advisory Services
Texas
$2.15M 74,518 -2,733 -4%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$2.12M 73,359 -491 -0.7%
Walleye Capital
196
Walleye Capital
New York
$2.06M 71,225 +71,225 New
TCM
197
Teza Capital Management
Illinois
$2.05M 71,150 +71,150 New
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$2.03M 70,334 -6,300 -8%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.03M 70,328 +6,399 +10%
KA
200
Kercheville Advisors
Texas
$2.03M 70,231 -10,300 -13%
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