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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
Holocene Advisors
New York
$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDA
401
Borer Denton & Associates
Pennsylvania
$496K -$12.2K -375 -2%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$495K +$143K +4,400 +41%
IWM
403
IHT Wealth Management
Illinois
$494K -$108K -3,331 -18%
IMRF
404
Illinois Municipal Retirement Fund
Illinois
$489K – – –
SACTSONJ
405
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$488K – – –
NSEDCP
406
NJ State Employees Deferred Compensation Plan
New Jersey
$488K – – –
BRWA
407
B. Riley Wealth Advisors
Florida
$486K -$123K -3,782 -20%
BBA
408
Baader Bank Aktiengesellschaft
Germany
$473K +$473K +14,535 New
EWS
409
Evergreen Wealth Solutions
Pennsylvania
$466K -$16K -492 -3%
HCA
410
Harbor Capital Advisors
Illinois
$466K +$397K +12,189 +572%
WWM
411
Wolff Wiese Magana
California
$456K -$2.02K -62 -0.4%
MNBTD
412
Moody National Bank Trust Division
Texas
$453K -$11.9K -367 -3%
CSS
413
Cubist Systematic Strategies
Connecticut
$452K -$35.8M -1,099,098 -99%
DFA
414
Delta Financial Advisors
Louisiana
$451K +$1.56K +48 +0.3%
EM
415
Excalibur Management
Massachusetts
$444K -$41.7K -1,280 -9%
SMDAM
416
Sumitomo Mitsui DS Asset Management
Japan
$442K +$19.8K +610 +5%
EW
417
Evoke Wealth
California
$441K +$162K +4,967 +58%
USAA
418
United Services Automobile Association
Texas
$431K -$275K -8,451 -39%
GLA
419
Good Life Advisors
Pennsylvania
$428K +$14.9K +458 +4%
WWA
420
WCG Wealth Advisors
Nevada
$428K +$1.63K +50 +0.4%
SAS
421
Stelac Advisory Services
New York
$427K +$34.6K +1,062 +9%
BCIM
422
British Columbia Investment Management
British Columbia, Canada
$426K – – –
AS
423
Altshuler Shaham
Israel
$421K – – –
LW
424
Linscomb Wealth
Texas
$419K -$415K -12,741 -50%
AF
425
Allworth Financial
California
$414K -$71.6K -2,201 -15%
15 16
17
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