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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B 65,421,338 -172,355 -0.3%
Capital World Investors
2
Capital World Investors
California
$1.54B 53,475,988 +9,444,279 +21%
Primecap Management
3
Primecap Management
California
$1.43B 49,444,947 -351,600 -0.7%
State Street
4
State Street
Massachusetts
$1.18B 40,618,066 +745,262 +2%
BlackRock
5
BlackRock
New York
$951M 32,944,542 +745,981 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$693M 23,987,675 -1,408,744 -6%
Morgan Stanley
7
Morgan Stanley
New York
$415M 14,364,358 +7,177,228 +100%
PI
8
Putnam Investments
Massachusetts
$380M 13,161,598 +1,044,292 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$378M 13,100,269 +421,841 +3%
Artisan Partners
10
Artisan Partners
Wisconsin
$312M 10,790,654 +47,119 +0.4%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$295M 10,200,940 -7,077,247 -41%
Ameriprise
12
Ameriprise
Minnesota
$287M 9,923,652 -418,040 -4%
American Century Companies
13
American Century Companies
Missouri
$237M 8,213,015 +385,296 +5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$227M 7,855,119 +3,372,617 +75%
PTC
15
Provident Trust Company
Wisconsin
$219M 7,599,210 +460,480 +6%
USGIU
16
U.S. Global Investors (USGI)
Texas
$179M 6,210,347 +1,238,468 +25%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$169M 5,849,078 +1,214,466 +26%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$154M 5,334,447 -42,018 -0.8%
Invesco
19
Invesco
Georgia
$153M 5,296,939 +745,344 +16%
Northern Trust
20
Northern Trust
Illinois
$139M 4,803,326 -63,607 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$116M 4,012,282 +745,417 +23%
Charles Schwab
22
Charles Schwab
California
$92.1M 3,188,348 +111,190 +4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$87.5M 3,029,508 -4,577,559 -60%
OP
24
Oldfield Partners
United Kingdom
$76.4M 2,644,600 -96,800 -4%
FWIA
25
Fort Washington Investment Advisors
Ohio
$75.3M 2,606,555 +50,019 +2%
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