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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 %
VWA
426
Visionary Wealth Advisors
Illinois
$308K +$12.8K +472 +4%
IC
427
Inscription Capital
Texas
$303K -$18.1K -670 -6%
WS
428
Wedbush Securities
California
$298K -$21.1K -781 -7%
TNA
429
True North Advisors
Texas
$296K – – –
MG
430
Meritage Group
California
$296K +$73.5K +2,717 +33%
CCFM
431
Clear Creek Financial Management
Washington
$296K -$3.65K -135 -1%
LC
432
Lindbrook Capital
California
$295K +$5.36K +198 +2%
AC
433
Armistice Capital
New York
$295K +$295K +10,880 New
BDA
434
Borer Denton & Associates
Pennsylvania
$293K -$119K -4,400 -29%
WAM
435
Weatherly Asset Management
California
$292K -$5.41K -200 -2%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$291K +$125K +4,619 +75%
BRWA
437
B. Riley Wealth Advisors
Florida
$291K -$112K -4,136 -28%
PAM
438
Panagora Asset Management
Massachusetts
$288K -$5.73M -211,819 -95%
HCM
439
Hodges Capital Management
Texas
$281K +$281K +10,399 New
TWM
440
Triton Wealth Management
Arizona
$278K -$32.9K -1,386 -11%
SIS
441
Strategic Investment Solutions
Illinois
$278K +$271K +8,218 +4,089%
MOS
442
MGO One Seven
Ohio
$275K +$4.03K +149 +1%
LF
443
Lee Financial
Texas
$274K +$1.16K +43 +0.4%
WA
444
Waverly Advisors
Alabama
$273K +$11.3K +419 +4%
BTI
445
Blue Trust Inc
Georgia
$272K -$1.85K -51 -0.7%
IWC
446
Integrated Wealth Concepts
Massachusetts
$270K +$14.8K +547 +6%
ASN
447
Advisory Services Network
Georgia
$269K -$541 -20 -0.2%
GBT
448
Grove Bank & Trust
Florida
$269K – – –
IFWM
449
Institute for Wealth Management
Colorado
$265K -$1.22K -45 -0.5%
SC
450
Savant Capital
Illinois
$262K -$15.6K -578 -6%
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