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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 %
BC
501
Bartlett & Co
Ohio
$301K +$141K +3,880 +88%
MG
502
Meritage Group
California
$298K -$7.53K -208 -2%
HI
503
Horizon Investments
North Carolina
$296K +$23.2K +640 +8%
EM
504
Excalibur Management
Massachusetts
$291K -$203K -5,602 -41%
LFA
505
Lauterbach Financial Advisors
Texas
$291K +$36.2K +1,000 +14%
ECU
506
Eisler Capital (UK)
United Kingdom
$291K -$3.91M -107,847 -93%
BCM
507
Brookstone Capital Management
Illinois
$290K +$290K +7,704 New
MAM
508
Meeder Asset Management
Ohio
$284K -$1.23M -34,066 -81%
FMAEN1
509
Fund Management at Engine No 1
California
$280K +$19.6K +540 +7%
GFPC
510
Global Financial Private Client
Florida
$280K – – –
EFS
511
Econ Financial Services
Pennsylvania
$279K +$279K +7,692 New
OAM
512
Ostrum Asset Management
France
$278K +$253 +7 +0.1%
EI
513
Ethic Inc
New York
$277K +$277K +7,641 New
SCA
514
Stonebridge Capital Advisors
Minnesota
$274K -$3.62K -100 -1%
OCBCO
515
Oversea-Chinese Banking Corp (OCBC)
Singapore
$274K +$274K +7,610 New
GT
516
Glenview Trust
Kentucky
$271K -$11K -305 -4%
FHC
517
First Heartland Consultants
Missouri
$271K -$12.1K -334 -4%
WWM
518
Western Wealth Management
Colorado
$268K -$326 -9 -0.1%
MCIA
519
Mountain Capital Investment Advisors
Colorado
$268K +$1.19K +32 +0.4%
HCM
520
Horrell Capital Management
Arkansas
$268K – – –
WA
521
Wambolt & Associates
Colorado
$267K -$84.9K -2,344 -24%
CIM
522
CIM Investment Management
Pennsylvania
$267K +$652 +18 +0.2%
BFG
523
Berger Financial Group
Minnesota
$266K +$1.96K +54 +0.7%
SMC
524
Smith, Moore & Co
Missouri
$265K -$724 -20 -0.3%
PFO
525
Pathstone Family Office
New Jersey
$265K +$265K +3,871 New
19 20
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