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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 %
AWM
426
Avior Wealth Management
Nebraska
$414K +$358 +11 +0.1%
TIM
427
Total Investment Management
Arizona
$414K -$25.4K -781 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
428
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$412K -$18.7M -573,717 -98%
TWM
429
Triton Wealth Management
Arizona
$411K -$11.7K -372 -3%
WAG
430
Wallace Advisory Group
California
$407K +$179K +5,496 +78%
IC
431
Inscription Capital
Texas
$407K +$1.07K +33 +0.3%
TFS
432
Thoroughbred Financial Services
Tennessee
$405K -$16.2K -498 -4%
TF
433
TIAA FSB
Florida
$403K -$60.4K -1,857 -13%
ARC
434
Advisor Resource Council
Texas
$399K +$72.7K +2,223 +22%
BAM
435
Bellevue Asset Management
Washington
$395K – – –
CP
436
Camelot Portfolios
Ohio
$394K +$39.1K +1,201 +11%
IC
437
IEQ Capital
California
$392K +$153K +4,687 +64%
Fisher Asset Management
438
Fisher Asset Management
Washington
$391K +$391K +12,021 New
BWM
439
BigSur Wealth Management
Florida
$390K -$32.5K -1,000 -8%
OFG
440
OmniStar Financial Group
North Carolina
$388K +$388K +11,935 New
ASN
441
Advisory Services Network
Georgia
$386K +$66.5K +2,043 +21%
EMPI
442
Elo Mutual Pension Insurance
Finland
$386K +$24K +739 +7%
SF
443
Symphony Financial
Texas
$385K -$178K -5,600 -32%
CPC
444
Congress Park Capital
New York
$385K +$20.3K +625 +6%
TPWA
445
TRUE Private Wealth Advisors
Oregon
$378K +$17.9K +551 +5%
MGP
446
Metis Global Partners
California
$372K +$59K +1,812 +19%
Aviva
447
Aviva
United Kingdom
$372K -$1.43M -43,944 -79%
KeyBank National Association
448
KeyBank National Association
Ohio
$371K +$75.8K +2,329 +26%
SP
449
Successful Portfolios
Florida
$371K -$3.45K -106 -0.9%
API
450
Advisor Partners II
California
$368K -$61.8K -1,898 -14%
16 17
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