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Southwest Airlines
LUV

Overview Fund Activity

777 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 234 increasing their positions, 305 reducing their positions, and 95 closing their positions.

Holders
777
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
103
Increased
234
Reduced
305
Closed
95
Calls
$356M
Puts
$505M
Net Calls
-$149M
Net Calls Change
-$7.21M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$395M
2
Capital World Investors
2
Capital World Investors
California
$1.79B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$303M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B
5
TC
5
TwinBeech Capital
New York
$32.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
USGIU
2
U.S. Global Investors (USGI)
Texas
$118M
3
Millennium Management
3
Millennium Management
New York
$13.4M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B 67,569,773 +2,148,435 +3%
Capital World Investors
2
Capital World Investors
California
$1.79B 61,422,187 +7,946,199 +15%
Primecap Management
3
Primecap Management
California
$1.47B 50,253,328 +808,381 +2%
State Street
4
State Street
Massachusetts
$1.17B 40,073,824 -544,242 -1%
BlackRock
5
BlackRock
New York
$976M 33,445,234 +500,692 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$685M 23,464,172 -523,503 -2%
Franklin Resources
7
Franklin Resources
California
$395M 13,528,650 +13,261,078 +4,956%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$390M 13,382,107 +281,838 +2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$329M 11,285,743 +1,084,803 +11%
Artisan Partners
10
Artisan Partners
Wisconsin
$315M 10,777,472 -13,182 -0.1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$303M 10,395,721 +2,540,602 +32%
Ameriprise
12
Ameriprise
Minnesota
$287M 9,836,769 -86,883 -0.9%
PTC
13
Provident Trust Company
Wisconsin
$227M 7,760,525 +161,315 +2%
Morgan Stanley
14
Morgan Stanley
New York
$206M 7,049,919 -7,314,439 -51%
American Century Companies
15
American Century Companies
Missouri
$202M 6,908,048 -1,304,967 -16%
Invesco
16
Invesco
Georgia
$181M 6,185,523 +888,584 +17%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$176M 6,041,451 +192,373 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$140M 4,793,670 -540,777 -10%
Northern Trust
19
Northern Trust
Illinois
$132M 4,538,591 -264,735 -6%
USGIU
20
U.S. Global Investors (USGI)
Texas
$118M 4,038,185 -2,172,162 -35%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$112M 3,840,234 -172,048 -4%
Bank of America
22
Bank of America
North Carolina
$95.3M 3,263,982 +995,741 +44%
Charles Schwab
23
Charles Schwab
California
$94.5M 3,238,838 +50,490 +2%
FWIA
24
Fort Washington Investment Advisors
Ohio
$76.3M 2,612,406 +5,851 +0.2%
Goldman Sachs
25
Goldman Sachs
New York
$74.4M 2,550,171 +480,757 +23%
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