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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 %
CCM
476
CAAS Capital Management
New York
$230K +$230K +8,500 New
AC
477
AlphaCore Capital
California
$230K +$2.25K +83 +1%
S
478
SignatureFD
Georgia
$229K -$25.9K -957 -10%
ACM
479
Arcataur Capital Management
Wisconsin
$227K – – –
HCM
480
Horrell Capital Management
Arkansas
$227K +$27K +1,000 +14%
HI
481
Horizon Investments
North Carolina
$224K +$3.19K +118 +1%
IAN
482
Integrated Advisors Network
Texas
$224K -$31.9K -1,177 -12%
HIP
483
HUB Investment Partners
Texas
$223K +$223K +8,226 New
NA
484
NewEdge Advisors
Louisiana
$222K -$322K -11,913 -59%
CAMG
485
CWA Asset Management Group
Florida
$221K +$28.4K +1,048 +15%
TMAM
486
Tokio Marine Asset Management
Japan
$218K +$46.9K +1,734 +27%
LFA
487
Lauterbach Financial Advisors
Texas
$218K – – –
OMC
488
Old Mission Capital
Illinois
$214K +$60.9K +2,250 +40%
MCM
489
MAI Capital Management
Ohio
$211K -$24.4K -901 -10%
LEFP
490
Leading Edge Financial Planning
Tennessee
$209K -$30.7K -656 -13%
SCA
491
Snowden Capital Advisors
New York
$208K -$415K -15,325 -67%
EM
492
Excalibur Management
Massachusetts
$207K -$10.6K -393 -5%
OAM
493
Ostrum Asset Management
France
$207K -$1.41K -52 -0.7%
GFPC
494
Global Financial Private Client
Florida
$206K – – –
BCPWM
495
Bradley & Co Private Wealth Management
Florida
$205K -$40.6K -1,500 -17%
SCA
496
Stonebridge Capital Advisors
Minnesota
$204K -$379 -14 -0.2%
GT
497
Greenleaf Trust
Michigan
$202K +$43.6K +1,611 +27%
FHC
498
First Heartland Consultants
Missouri
$200K -$2.38K -88 -1%
AIP
499
Ameritas Investment Partners
Nebraska
$191K – – –
SIM
500
Studio Investment Management
Illinois
$184K +$133K +4,915 +260%
18 19
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