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Southwest Airlines
LUV

Overview Fund Activity

759 hedge funds and large institutions have $12.9B invested in Southwest Airlines in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-89
Holders Change %
-10.5%
% of All Funds
12.1%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
76
Increased
234
Reduced
314
Closed
154
Calls
$330M
Puts
$396M
Net Calls
-$65.6M
Net Calls Change
+$43.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$781M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.9M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$35.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.2M
5
PI
Putnam Investments
Massachusetts
+$28.8M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$90.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$53.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$52.5M
4
CVA
Ceredex Value Advisors
Florida
-$43.8M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
326
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$603K +$24.6K +907 +4%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$596K +$51.9K +1,919 +10%
WVP
328
Worth Venture Partners
New Jersey
$590K +$1.46K +54 +0.2%
WIA
329
World Investment Advisors
California
$582K +$731 +27 +0.1%
MA
330
Mutual Advisors
Nebraska
$579K -$85.3K -3,151 -13%
BBA
331
Baader Bank Aktiengesellschaft
Germany
$568K +$568K +21,000 New
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$563K +$10.2K +375 +2%
DFA
333
Delta Financial Advisors
Louisiana
$553K +$79.2K +2,925 +17%
EF
334
Empirical Finance
Pennsylvania
$553K +$59.6K +2,201 +12%
CA
335
Cetera Advisors
Colorado
$552K -$76.9K -2,840 -12%
IA
336
IFP Advisors
Florida
$552K +$12.6K +466 +2%
NIM
337
Needham Investment Management
New York
$541K – – –
NB
338
Norinchukin Bank
Japan
$540K -$145K -5,341 -21%
SWP
339
Stratos Wealth Partners
Ohio
$538K -$29.3K -1,082 -5%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$531K +$81.8K +3,019 +18%
PFS
341
Prospera Financial Services
Texas
$529K -$23.1K -854 -4%
EFS
342
Econ Financial Services
Pennsylvania
$526K +$317K +11,728 +152%
BC
343
Burney Company
Virginia
$525K -$211K -7,805 -29%
QCM
344
Quantinno Capital Management
New York
$519K +$519K +19,189 New
DI
345
DFPG Investments
Utah
$517K +$56.6K +2,425 +12%
KBC Group
346
KBC Group
Belgium
$514K -$53.5K -1,978 -9%
Public Employees Retirement Association of Colorado
347
Public Employees Retirement Association of Colorado
Colorado
$513K – – –
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$509K +$785 +29 +0.2%
Vontobel Holding
349
Vontobel Holding
Switzerland
$507K +$47.8K +1,766 +10%
IMC Chicago
350
IMC Chicago
Illinois
$505K +$221K +8,171 +78%
12 13
14
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