LUV icon

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 %
AWE
451
Avidian Wealth Enterprises
Texas
$367K -$15.6K -478 -4%
CAI
452
Capital Advisors Inc
Oklahoma
$366K +$781 +24 +0.2%
WAM
453
Weatherly Asset Management
California
$363K -$6.51K -200 -2%
OWA
454
Octavia Wealth Advisors
Ohio
$362K +$27.8K +855 +8%
WS
455
Wedbush Securities
California
$356K +$17.9K +551 +5%
TNA
456
True North Advisors
Texas
$356K +$32.5K +1,000 +10%
V
457
Veritable
Delaware
$354K +$34.3K +1,055 +11%
Wealthfront Advisers
458
Wealthfront Advisers
California
$351K -$362K -11,115 -51%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$347K -$10.6K -327 -3%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$347K +$81.7K +2,511 +31%
MCM
461
MAI Capital Management
Ohio
$347K -$32.1K -985 -8%
BAM
462
Belpointe Asset Management
Nevada
$346K -$77.2K -2,371 -18%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$345K +$165K +8,382 +92%
RG
464
Rathbones Group
United Kingdom
$344K -$14.9K -457 -4%
ISWM
465
Independent Solutions Wealth Management
New York
$343K -$15.5K -475 -4%
SLI
466
Sumitomo Life Insurance
Japan
$343K – – –
KM
467
Kalos Management
Georgia
$342K – – –
SPIA
468
Steward Partners Investment Advisory
New York
$342K +$65K +1,996 +23%
CCFM
469
Clear Creek Financial Management
Washington
$341K +$7.94K +244 +2%
LC
470
Lindbrook Capital
California
$340K +$7.65K +235 +2%
VWA
471
Visionary Wealth Advisors
Illinois
$338K -$25.3K -777 -7%
VWA
472
V Wealth Advisors
Kansas
$331K +$11.6K +357 +4%
LF
473
Lee Financial
Texas
$330K +$1.07K +33 +0.3%
IFWM
474
Institute for Wealth Management
Colorado
$327K -$28.5K -876 -8%
SFS
475
Sowell Financial Services
Arkansas
$324K -$181K -5,551 -36%
17 18
19
20 21