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Southwest Airlines
LUV

Overview Fund Activity

844 hedge funds and large institutions have $14.7B invested in Southwest Airlines in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 326 reducing their positions, and 132 closing their positions.

Holders
844
Holders Change
-73
Holders Change %
-7.96%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
77
Increased
282
Reduced
326
Closed
132
Calls
$242M
Puts
$357M
Net Calls
-$116M
Net Calls Change
-$88.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$716M
2
PTC
2
Provident Trust Company
Wisconsin
$218M
3
Capital World Investors
3
Capital World Investors
California
$108M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.1M
5
CVA
5
Ceredex Value Advisors
Florida
$84.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.18M
Name Market Value Shares Shares
Change 		Shares
Change %
IMC Chicago
376
IMC Chicago
Illinois
$575K 17,665 +17,665 New
Jones Financial Companies
377
Jones Financial Companies
Missouri
$566K 17,391 +460 +3%
PCM
378
Perritt Capital Management
Illinois
$563K 17,310 -500 -3%
MGIA
379
Moneta Group Investment Advisors
Missouri
$561K 17,225 -2,137 -11%
NA
380
NewEdge Advisors
Louisiana
$558K 17,157 +364 +2%
BIA
381
Beacon Investment Advisors
Maryland
$558K 17,134 +122 +0.7%
BAM
382
Blueshift Asset Management
New Jersey
$557K 17,128 -11,562 -40%
CF
383
Copperwynd Financial
Arizona
$557K 17,119 – –
LNC
384
Lincoln National Corp
Pennsylvania
$553K 16,995 -248 -1%
XF
385
XML Financial
Maryland
$549K 16,869 +141 +0.8%
BF
386
BOK Financial
Oklahoma
$546K 16,773 -2,327 -12%
Teacher Retirement System of Texas
387
Teacher Retirement System of Texas
Texas
$537K 16,510 -183,910 -92%
SWM
388
SeaCrest Wealth Management
New York
$537K 16,492 +519 +3%
TFO
389
Tarbox Family Office
California
$534K 16,416 – –
CFB
390
Cullen/Frost Bankers
Texas
$531K 16,311 -4,985 -23%
EF
391
Empirical Finance
Pennsylvania
$530K 16,283 +814 +5%
CSIC
392
Clifford Swan Investment Counsel
California
$529K 16,254 – –
NAM
393
Nissay Asset Management
Japan
$528K 16,229 -126 -0.8%
BG
394
Bahl & Gaynor
Ohio
$520K 15,983 -42 -0.3%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$516K 15,853 +586 +4%
FB
396
Fulton Bank
Pennsylvania
$510K 15,664 -1,090 -7%
VFA
397
Valeo Financial Advisors
Indiana
$507K 15,582 +4,192 +37%
PK
398
Pflug Koory
Nebraska
$507K 15,577 +295 +2%
RC
399
Roundview Capital
New Jersey
$504K 15,479 +1,608 +12%
N
400
Natixis
France
$498K 15,291 -29,826 -66%
14 15
16
17 18