LUV icon

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 %
API
451
Advisor Partners II
California
$376K -$33.4K -923 -8%
SC
452
Savant Capital
Illinois
$372K +$20K +553 +6%
VI
453
Versor Investments
New York
$369K -$892K -24,631 -71%
ISWM
454
Independent Solutions Wealth Management
New York
$368K -$14.6K -402 -4%
LF
455
Lee Financial
Texas
$367K -$2.04K -56 -0.6%
KA
456
KLCM Advisors
Wisconsin
$367K +$52.7K +1,455 +17%
HVIA
457
Hudson Valley Investment Advisors
New York
$367K -$301K -8,303 -45%
MOS
458
MGO One Seven
Ohio
$362K +$19.1K +527 +6%
ASN
459
Advisory Services Network
Georgia
$360K -$69.3K -1,914 -16%
VWA
460
V Wealth Advisors
Kansas
$360K -$8.62K -238 -2%
GBT
461
Grove Bank & Trust
Florida
$359K – – –
IFWM
462
Institute for Wealth Management
Colorado
$356K -$7.86K -217 -2%
BCI
463
Brinker Capital Investments
Pennsylvania
$353K -$4.02K -111 -1%
OPS
464
Orion Portfolio Solutions
Nebraska
$353K -$4.02K -111 -1%
WA
465
Waverly Advisors
Alabama
$350K +$60.5K +1,670 +21%
ARC
466
Advisor Resource Council
Texas
$349K -$92.6K -2,557 -21%
CW
467
CreativeOne Wealth
Kansas
$349K +$17.2K +474 +5%
CTC
468
Central Trust Company
Missouri
$349K +$30.7K +847 +10%
SLI
469
Sumitomo Life Insurance
Japan
$348K -$34.1K -941 -9%
EH
470
Equitable Holdings
New York
$347K +$31.3K +865 +10%
DAS
471
Dynamic Advisor Solutions
Arizona
$344K +$5.9K +163 +2%
GWM
472
Geneos Wealth Management
Colorado
$343K -$2.54K -70 -0.7%
IAN
473
Integrated Advisors Network
Texas
$342K +$8.11K +224 +2%
S
474
SignatureFD
Georgia
$342K +$34.4K +951 +11%
WANY
475
Wealthspire Advisors (New York)
New York
$342K – – –
17 18
19
20 21