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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 %
MAM
351
Meeder Asset Management
Ohio
$502K +$290K +10,712 +137%
WIC
352
Woodmont Investment Counsel
Tennessee
$498K -$332K -12,249 -40%
FCI
353
Financial Counselors Inc
Kansas
$493K -$34.7K -1,281 -7%
WAG
354
Winthrop Advisory Group
Massachusetts
$491K +$352 +13 +0.1%
LNC
355
Lincoln National Corp
Pennsylvania
$488K +$31.1K +1,147 +7%
CB
356
Commerce Bank
Missouri
$483K -$20.9K -772 -4%
FB
357
Fulton Bank
Pennsylvania
$480K -$16.3K -603 -3%
TCWM
358
Total Clarity Wealth Management
Illinois
$480K +$480K +17,727 New
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$479K +$16.4K +607 +4%
HT
360
HAP Trading
New York
$478K -$187K -6,901 -28%
SFS
361
Sowell Financial Services
Arkansas
$478K +$107K +3,960 +29%
SCI
362
Stableford Capital II
Arizona
$475K +$94 +4 +0%
CFMC
363
Curbstone Financial Management Corp
New Hampshire
$470K -$86.6K -3,200 -16%
Neuberger Berman Group
364
Neuberger Berman Group
New York
$469K -$565K -20,871 -55%
OPWM
365
Oxinas Partners Wealth Management
Indiana
$469K +$2.65K +98 +0.6%
NG
366
Norden Group
Utah
$468K +$468K +17,299 New
LAS
367
Lloyd Advisory Services
Georgia
$468K +$468K +17,299 New
CF
368
Copperwynd Financial
Arizona
$463K – – –
PCM
369
Perritt Capital Management
Illinois
$463K -$2.71K -100 -0.6%
TPWA
370
TRUE Private Wealth Advisors
Oregon
$461K -$11K -407 -2%
NAM
371
Nissay Asset Management
Japan
$459K +$12.6K +467 +3%
CB
372
Cadence Bank
Mississippi
$453K -$328K -12,132 -42%
BIA
373
Beacon Investment Advisors
Maryland
$447K -$8.74K -323 -2%
SG Americas Securities
374
SG Americas Securities
New York
$445K -$2.2M -81,355 -83%
TFO
375
Tarbox Family Office
California
$444K – – –
13 14
15
16 17