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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 %
TRCT
201
Tower Research Capital (TRC)
New York
$1.97M 68,200 +32,196 +89%
Asset Management One
202
Asset Management One
Japan
$1.94M 65,946 -1,552 -2%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$1.86M 64,373 -6,400 -9%
APF
204
Alaska Permanent Fund
Alaska
$1.83M 63,416 -12,684 -17%
VA
205
Vident Advisory
Georgia
$1.79M 61,877 +5,160 +9%
GM
206
GeoWealth Management
Illinois
$1.75M 60,642 +60,642 New
Truist Financial
207
Truist Financial
North Carolina
$1.74M 60,143 -738 -1%
CWM
208
Concentric Wealth Management
California
$1.71M 59,221 -260 -0.4%
IUHSA
209
Itau Unibanco Holding S.A.
Brazil
$1.7M 58,000 +58,000 New
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$1.66M 56,705 -167,541 -75%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$1.65M 57,005 -91,896 -62%
QT
212
Quantbot Technologies
New York
$1.63M 56,552 +14,878 +36%
QOP
213
Quinn Opportunity Partners
Virginia
$1.6M 55,400 +40,000 +260%
MIC
214
Maxi Investments CY
Cyprus
$1.57M 54,500 – –
DLA
215
Douglas Lane & Associates
New York
$1.56M 53,861 -6,969 -11%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$1.56M 53,831 +10,351 +24%
WWM
217
WT Wealth Management
Arizona
$1.53M 52,898 +8,364 +19%
XSC
218
X-Square Capital
Puerto Rico
$1.52M 52,490 -28,521 -35%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$1.51M 52,380 +7,706 +17%
KBC Group
220
KBC Group
Belgium
$1.51M 52,098 +33,097 +174%
PCM
221
Penserra Capital Management
California
$1.5M 52,064 -3,834 -7%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M 51,191 -2,286 -4%
URS
223
Utah Retirement Systems
Utah
$1.46M 50,413 +600 +1%
OQS
224
Occudo Quantitative Strategies
Florida
$1.44M 49,825 +49,825 New
BAM
225
Berkshire Asset Management
Pennsylvania
$1.43M 49,439 -16,251 -25%
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