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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 %
IWC
476
Integrated Wealth Concepts
Massachusetts
$341K -$553K -15,276 -62%
RW
477
REDW Wealth
New Mexico
$335K +$335K +9,263 New
SB
478
Simmons Bank
Arkansas
$328K – – –
BCPWM
479
Bradley & Co Private Wealth Management
Florida
$328K – – –
LEFP
480
Leading Edge Financial Planning
Tennessee
$327K +$7.63K +119 +2%
HGWM
481
Horst & Graben Wealth Management
Oregon
$327K -$11.7K -323 -3%
IWA
482
Intercontinental Wealth Advisors
Texas
$327K +$290 +8 +0.1%
AWE
483
Avidian Wealth Enterprises
Texas
$324K -$83.9K -2,318 -21%
AIM
484
Acropolis Investment Management
Missouri
$324K -$1.92K -53 -0.6%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$323K – – –
KeyBank National Association
486
KeyBank National Association
Ohio
$322K -$90.9K -2,510 -22%
CPC
487
Congress Park Capital
New York
$320K -$108K -2,975 -25%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$316K -$19.9K -550 -6%
MCM
489
MAI Capital Management
Ohio
$315K -$70.6K -1,949 -18%
SIP
490
Stoneridge Investment Partners
Pennsylvania
$315K +$315K +8,712 New
PFP
491
Pinnacle Financial Partners
Tennessee
$314K – – –
FLI
492
Family Legacy Inc
South Carolina
$308K -$15.3K -422 -5%
AC
493
Anson Capital
Georgia
$307K -$23.3K -643 -7%
AC
494
AlphaCore Capital
California
$306K +$306K +8,404 New
CAM
495
Congress Asset Management
Massachusetts
$306K – – –
FFM
496
Forum Financial Management
Illinois
$305K -$3.62K -100 -1%
ACM
497
Arcataur Capital Management
Wisconsin
$304K +$304K +8,398 New
Fisher Asset Management
498
Fisher Asset Management
Washington
$304K -$131K -3,627 -30%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$301K +$141K +3,880 +88%
SP
500
Symmetry Partners
Connecticut
$301K – – –
18 19
20
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