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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 %
WAG
376
Wallace Advisory Group
California
$442K -$11.1K -306 -2%
CSIC
377
Clifford Swan Investment Counsel
California
$440K – – –
Squarepoint
378
Squarepoint
New York
$438K -$180K -6,635 -29%
RC
379
Roundview Capital
New Jersey
$433K -$6.61K -244 -2%
FFA
380
Fortune Financial Advisors
Kansas
$433K -$2.14K -79 -0.5%
BG
381
Bahl & Gaynor
Ohio
$432K -$920 -34 -0.2%
WWA
382
WCG Wealth Advisors
Nevada
$428K +$75.4K +2,790 +21%
PK
383
Pflug Koory
Nebraska
$422K – – –
BNP Paribas Asset Management
384
BNP Paribas Asset Management
France
$421K +$131K +4,843 +45%
AM
385
AGF Management
Ontario, Canada
$419K +$419K +15,493 New
QOP
386
Quinn Opportunity Partners
Virginia
$417K +$417K +15,400 New
SWM
387
Sendero Wealth Management
Texas
$417K – – –
USAA
388
United Services Automobile Association
Texas
$415K +$56.9K +2,102 +16%
BFEC
389
Benjamin F. Edwards & Company
Missouri
$414K +$31.2K +1,152 +8%
EWS
390
Evergreen Wealth Solutions
Pennsylvania
$411K -$6.88K -254 -2%
SPIA
391
Steward Partners Investment Advisory
New York
$410K +$48.9K +1,808 +14%
SACTSONJ
392
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$406K – – –
NSEDCP
393
NJ State Employees Deferred Compensation Plan
New Jersey
$406K – – –
Empower Advisory Group
394
Empower Advisory Group
Colorado
$399K +$36K +1,329 +10%
BF
395
BOK Financial
Oklahoma
$399K -$3.69K -166 -0.9%
MGP
396
Metis Global Partners
California
$394K +$83.4K +3,082 +27%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$390K -$36.8K -1,360 -9%
HCA
398
Harbor Capital Advisors
Illinois
$388K – – –
TFS
399
Thoroughbred Financial Services
Tennessee
$380K +$79.1K +2,922 +26%
CCI
400
Credit Capital Investments
New Jersey
$374K +$374K +13,819 New
14 15
16
17 18