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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 %
AF
401
Allworth Financial
California
$504K +$43.3K +1,195 +9%
CFB
402
Cullen/Frost Bankers
Texas
$500K -$90.3K -2,494 -15%
HCM
403
Hodges Capital Management
Texas
$500K -$980K -24,741 Closed
SFS
404
Sowell Financial Services
Arkansas
$499K +$137K +3,751 +38%
CAI
405
Capital Advisors Inc
Oklahoma
$497K +$89.8K +2,481 +22%
EW
406
Evoke Wealth
California
$494K +$801 +22 +0.2%
AWM
407
Avior Wealth Management
Nebraska
$491K +$29.9K +825 +6%
MNBTD
408
Moody National Bank Trust Division
Texas
$490K -$14K -388 -3%
Empower Advisory Group
409
Empower Advisory Group
Colorado
$486K +$152K +4,203 +46%
AAS
410
Annex Advisory Services
Wisconsin
$483K -$2.07M -57,148 -81%
SPIA
411
Steward Partners Investment Advisory
New York
$483K +$103K +2,844 +27%
USAA
412
United Services Automobile Association
Texas
$479K – – –
IWM
413
IHT Wealth Management
Illinois
$476K -$74.2K -2,048 -13%
BCIM
414
British Columbia Investment Management
British Columbia, Canada
$474K – – –
Nomura Holdings
415
Nomura Holdings
Japan
$473K -$13.1M -362,223 -97%
WWA
416
WCG Wealth Advisors
Nevada
$472K -$3.73K -103 -0.8%
SFG
417
Steward Financial Group
Texas
$469K +$469K +12,955 New
AS
418
Altshuler Shaham
Israel
$469K – – –
LW
419
Linscomb Wealth
Texas
$467K – – –
SPC
420
Sigma Planning Corp
Michigan
$463K -$388K -10,723 -46%
TIM
421
Total Investment Management
Arizona
$457K -$3.08K -85 -0.7%
GLA
422
Good Life Advisors
Pennsylvania
$457K -$19.3K -532 -4%
Wealthfront Advisers
423
Wealthfront Advisers
California
$448K +$57.2K +1,580 +15%
SAS
424
Stelac Advisory Services
New York
$446K -$28.6K -790 -6%
TF
425
TIAA FSB
Florida
$443K -$5.83K -161 -1%
15 16
17
18 19