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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 %
GRP
451
Global Retirement Partners
California
$262K -$57K -2,097 -18%
KAS
452
KPP Advisory Services
Kentucky
$261K +$261K +9,658 New
ARC
453
Advisor Resource Council
Texas
$261K – – –
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$259K -$64.8K -2,392 -20%
JFG
455
Jefferies Financial Group
New York
$258K +$258K +9,541 New
MC
456
Maverick Capital
Texas
$258K -$141K -5,194 -35%
CW
457
CreativeOne Wealth
Kansas
$258K -$2.54K -94 -1%
SBIA
458
Sheaff Brock Investment Advisors
Indiana
$255K +$18.9K +700 +8%
GWM
459
Geneos Wealth Management
Colorado
$254K -$2.19K -81 -0.9%
BCI
460
Brinker Capital Investments
Pennsylvania
$254K -$9.5K -351 -4%
OPS
461
Orion Portfolio Solutions
Nebraska
$254K -$9.5K -351 -4%
Wealthfront Advisers
462
Wealthfront Advisers
California
$254K -$81.4K -3,006 -24%
WANY
463
Wealthspire Advisors (New York)
New York
$253K -$2.38K -88 -0.9%
SLI
464
Sumitomo Life Insurance
Japan
$250K -$10.7K -394 -4%
SG
465
StoneX Group
New York
$247K +$247K +9,137 New
HGWM
466
Horst & Graben Wealth Management
Oregon
$246K +$1.08K +40 +0.4%
SB
467
Simmons Bank
Arkansas
$245K – – –
AIM
468
Acropolis Investment Management
Missouri
$242K -$54 -2 -0%
AAS
469
Annex Advisory Services
Wisconsin
$241K -$120K -4,448 -33%
PFP
470
Pinnacle Financial Partners
Tennessee
$235K – – –
EH
471
Equitable Holdings
New York
$234K -$24.8K -917 -10%
IIM
472
INTECH Investment Management
Florida
$234K -$336K -12,407 -59%
FFM
473
Forum Financial Management
Illinois
$232K +$3.6K +133 +2%
FLI
474
Family Legacy Inc
South Carolina
$231K +$677 +25 +0.3%
FMAEN1
475
Fund Management at Engine No 1
California
$231K +$21K +777 +10%
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