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Southwest Airlines
LUV

Overview Fund Activity

848 hedge funds and large institutions have $16.9B invested in Southwest Airlines in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 348 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
13.37%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
90
Increased
233
Reduced
348
Closed
83
Calls
$387M
Puts
$497M
Net Calls
-$109M
Net Calls Change
+$6.67M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$429M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$305M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$85.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.6M
2
BlackRock
BlackRock
New York
-$78.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$50.6M
4
CVA
Ceredex Value Advisors
Florida
-$50.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
351
Stableford Capital II
Arizona
$687K +$687K +20,298 New
Public Employees Retirement Association of Colorado
352
Public Employees Retirement Association of Colorado
Colorado
$686K -$202K -5,581 -23%
SCM
353
Saba Capital Management
New York
$684K – – –
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$680K +$3.26K +90 +0.5%
CB
355
Commerce Bank
Missouri
$674K -$638K -17,606 -49%
CCM
356
Chiron Capital Management
Florida
$670K -$253K -7,000 -27%
FB
357
Fulton Bank
Pennsylvania
$664K +$97.1K +2,681 +17%
WAG
358
Winthrop Advisory Group
Massachusetts
$660K -$36 -1 -0%
EF
359
Empirical Finance
Pennsylvania
$660K +$70.5K +1,946 +12%
BF
360
BOK Financial
Oklahoma
$656K +$48.3K +1,334 +8%
Jones Financial Companies
361
Jones Financial Companies
Missouri
$639K +$8.91K +246 +1%
DFA
362
Delta Financial Advisors
Louisiana
$634K +$133K +3,665 +26%
TPWA
363
TRUE Private Wealth Advisors
Oregon
$631K +$210K +5,797 +50%
PCM
364
Perritt Capital Management
Illinois
$623K -$3.62K -100 -0.6%
OPWM
365
Oxinas Partners Wealth Management
Indiana
$623K -$253K -7,000 -29%
CBTWT
366
Community Bank & Trust (Waco, Texas)
Texas
$623K -$835K -23,062 -57%
CF
367
Copperwynd Financial
Arizona
$620K – – –
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$619K -$13.3K -368 -2%
Vontobel Holding
369
Vontobel Holding
Switzerland
$614K -$338K -9,329 -35%
LNC
370
Lincoln National Corp
Pennsylvania
$611K -$4.71K -130 -0.8%
BIA
371
Beacon Investment Advisors
Maryland
$609K -$11.1K -307 -2%
XF
372
XML Financial
Maryland
$607K -$3.73K -103 -0.6%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$601K +$26.7K +736 +5%
NAM
374
Nissay Asset Management
Japan
$597K +$8.98K +248 +2%
TFO
375
Tarbox Family Office
California
$593K -$1.12K -31 -0.2%
13 14
15
16 17