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Southwest Airlines
LUV

Overview Fund Activity

940 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-66
Holders Change %
-6.56%
% of All Funds
15.89%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
73
Increased
317
Reduced
351
Closed
124
Calls
$377M
Puts
$324M
Net Calls
+$52.7M
Net Calls Change
-$11.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$180M
2
Prudential Financial
Prudential Financial
New Jersey
+$78.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$43.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$83.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$75.6M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$43.6M
4
SI
Scout Investments
Missouri
-$35M
5
PAM
Panagora Asset Management
Massachusetts
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$520K -$39.8K -1,102 -7%
FWM
452
Frontier Wealth Management
Missouri
$515K +$36 +1 +0%
BTWM
453
Baker Tilly Wealth Management
Wisconsin
$514K +$22.3K +618 +5%
Lido Advisors
454
Lido Advisors
California
$512K -$40.7K -1,129 -7%
RC
455
Roundview Capital
New Jersey
$510K +$28.4K +785 +6%
CB
456
Cadence Bank
Mississippi
$508K -$11.4K -315 -2%
AWE
457
Avidian Wealth Enterprises
Texas
$503K -$13.8K -381 -3%
BAM
458
Belpointe Asset Management
Nevada
$495K -$12K -332 -2%
CC
459
Centiva Capital
New York
$492K +$7.69K +213 +2%
AC
460
Annandale Capital
Texas
$492K +$492K +13,611 New
DFA
461
Delta Financial Advisors
Louisiana
$488K – – –
WWA
462
WCG Wealth Advisors
Nevada
$485K +$485K +13,415 New
GT
463
Glenview Trust
Kentucky
$484K -$67.1K -1,859 -12%
DT
464
Diversified Trust
Tennessee
$481K +$107K +2,963 +29%
GWM
465
Geneos Wealth Management
Colorado
$476K -$7.15K -195 -1%
BWM
466
BigSur Wealth Management
Florida
$470K – – –
VWA
467
Visionary Wealth Advisors
Illinois
$464K +$11.7K +323 +3%
BCPWM
468
Bradley & Co Private Wealth Management
Florida
$461K -$24.3K -673 -5%
PGWM
469
Pitti Group Wealth Management
New York
$461K -$4.37K -121 -0.9%
LW
470
Linscomb Wealth
Texas
$458K -$449K -12,442 -50%
EWS
471
Evergreen Wealth Solutions
Pennsylvania
$458K +$458K +12,693 New
RFC
472
Regions Financial Corp
Alabama
$453K -$8.66K -240 -2%
AF
473
Allworth Financial
California
$453K +$34.9K +965 +8%
PCM
474
Prelude Capital Management
New York
$447K +$288K +7,973 +181%
BCI
475
Brinker Capital Investments
Pennsylvania
$446K +$167K +4,629 +60%
17 18
19
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