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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 %
CTC
501
Central Trust Company
Missouri
$286K +$9.21K +283 +3%
EH
502
Equitable Holdings
New York
$284K +$18.6K +573 +7%
PFP
503
Pinnacle Financial Partners
Tennessee
$282K – – –
KA
504
KLCM Advisors
Wisconsin
$282K -$6.51K -200 -2%
LEFP
505
Leading Edge Financial Planning
Tennessee
$282K -$102K -1,814 -27%
TCM
506
Teza Capital Management
Illinois
$278K -$319K -9,817 -53%
ACM
507
AlphaStar Capital Management
North Carolina
$278K – – –
FFM
508
Forum Financial Management
Illinois
$277K – – –
S
509
SignatureFD
Georgia
$276K +$40.1K +1,231 +17%
CAM
510
Congress Asset Management
Massachusetts
$275K – – –
MG
511
Meritage Group
California
$274K +$51.6K +1,587 +23%
SP
512
Symmetry Partners
Connecticut
$270K – – –
CF
513
Centaurus Financial
California
$266K +$11.2K +343 +4%
EHWM
514
Eads & Heald Wealth Management
Georgia
$266K +$28.2K +868 +12%
MAS
515
Meeder Advisory Services
Ohio
$265K -$183K -5,632 -41%
BTI
516
Blue Trust Inc
Georgia
$264K +$6.27K +186 +2%
TYCC
517
Texas Yale Capital Corp
Florida
$263K – – –
WA
518
Waverly Advisors
Alabama
$260K +$683 +21 +0.3%
WP
519
WealthPLAN Partners
Nebraska
$257K -$34.5K -1,061 -12%
ALAM
520
Asahi Life Asset Management
Japan
$256K +$256K +7,870 New
FHC
521
First Heartland Consultants
Missouri
$254K +$12.5K +384 +5%
GT
522
Glenview Trust
Kentucky
$254K -$83.6K -2,569 -25%
OAM
523
Ostrum Asset Management
France
$250K +$250K +7,683 New
SCA
524
Stonebridge Capital Advisors
Minnesota
$250K -$26K -800 -9%
GT
525
Greenleaf Trust
Michigan
$248K -$64K -1,966 -20%
19 20
21
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