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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 %
Capstone Investment Advisors
376
Capstone Investment Advisors
New York
$593K -$392K -10,832 -40%
CSIC
377
Clifford Swan Investment Counsel
California
$589K – – –
RC
378
Roundview Capital
New Jersey
$588K +$27.5K +760 +5%
FFA
379
Fortune Financial Advisors
Kansas
$582K +$582K +16,069 New
I
380
InceptionR
California
$581K +$581K +16,055 New
BG
381
Bahl & Gaynor
Ohio
$578K -$290 -8 -0.1%
CSPIA
382
Cary Street Partners Investment Advisory
Virginia
$570K +$19.9K +549 +4%
PA
383
Parallel Advisors
California
$568K -$86.3K -2,382 -13%
PK
384
Pflug Koory
Nebraska
$564K – – –
EWS
385
Evergreen Wealth Solutions
Pennsylvania
$560K +$41.3K +1,141 +8%
SWM
386
Sendero Wealth Management
Texas
$557K +$557K +15,388 New
AA
387
ALPS Advisors
Colorado
$557K +$198K +5,475 +55%
Federated Hermes
388
Federated Hermes
Pennsylvania
$553K -$2.92M -80,732 -84%
BDA
389
Borer Denton & Associates
Pennsylvania
$552K – – –
SACTSONJ
390
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$543K – – –
NSEDCP
391
NJ State Employees Deferred Compensation Plan
New Jersey
$543K – – –
BRWA
392
B. Riley Wealth Advisors
Florida
$541K -$1.27K -35 -0.2%
GIBU
393
Gulf International Bank (UK)
United Kingdom
$538K -$164K -4,526 -23%
MC
394
Maverick Capital
Texas
$533K +$533K +14,727 New
PP
395
Patten & Patten
Tennessee
$530K -$321K -8,856 -38%
MGIA
396
Moneta Group Investment Advisors
Missouri
$528K -$95.4K -2,634 -15%
HCA
397
Harbor Capital Advisors
Illinois
$518K – – –
VFA
398
Valeo Financial Advisors
Indiana
$516K -$48.3K -1,335 -9%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$512K +$126K +3,470 +33%
CII
400
Capital International Inc
California
$505K +$505K +13,948 New
14 15
16
17 18