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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
1
T. Rowe Price Associates
Maryland
$716M
2
PTC
2
Provident Trust Company
Wisconsin
$218M
3
Capital World Investors
3
Capital World Investors
California
$108M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.1M
5
CVA
5
Ceredex Value Advisors
Florida
$84.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
476
Grove Bank & Trust
Florida
$323K +$2.51K +77 +0.8%
AA
477
ALPS Advisors
Colorado
$322K -$40.1K -1,233 -11%
BCI
478
Brinker Capital Investments
Pennsylvania
$321K +$1.92K +59 +0.6%
OPS
479
Orion Portfolio Solutions
Nebraska
$321K +$321K +9,857 New
JWCA
480
J.W. Cole Advisors
Florida
$320K -$43.8K -1,347 -12%
SC
481
Savant Capital
Illinois
$316K -$16.5K -506 -5%
GRP
482
Global Retirement Partners
California
$313K +$41K +1,333 +15%
GWM
483
Geneos Wealth Management
Colorado
$311K -$5.89K -181 -2%
MOS
484
MGO One Seven
Ohio
$308K -$112K -3,444 -27%
WA
485
Wambolt & Associates
Colorado
$308K -$5.07K -160 -2%
WANY
486
Wealthspire Advisors (New York)
New York
$307K +$307K +9,432 New
HGWM
487
Horst & Graben Wealth Management
Oregon
$305K +$11.8K +363 +4%
DAS
488
Dynamic Advisor Solutions
Arizona
$304K +$304K +9,341 New
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$302K +$29.8K +916 +11%
IAN
490
Integrated Advisors Network
Texas
$300K +$11.2K +345 +4%
CW
491
CreativeOne Wealth
Kansas
$298K +$2.08K +64 +0.7%
AC
492
Anson Capital
Georgia
$297K +$297K +9,127 New
SB
493
Simmons Bank
Arkansas
$295K – – –
BCPWM
494
Bradley & Co Private Wealth Management
Florida
$295K -$112K -3,442 -28%
IWA
495
Intercontinental Wealth Advisors
Texas
$294K +$130 +4 +0%
AIM
496
Acropolis Investment Management
Missouri
$293K +$358 +11 +0.1%
Empower Advisory Group
497
Empower Advisory Group
Colorado
$292K +$292K +9,212 New
FLI
498
Family Legacy Inc
South Carolina
$291K – – –
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$290K +$189K +5,800 +186%
BL
500
Balentine LLC
Georgia
$286K -$328K -10,091 -53%
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