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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 %
MCM
526
Mendel Capital Management
Arkansas
$263K – – –
IC
527
IEQ Capital
California
$262K -$175K -4,825 -40%
CFG
528
Compton Financial Group
Maryland
$262K – – –
OWA
529
Octavia Wealth Advisors
Ohio
$258K -$147K -4,048 -36%
CAMG
530
CWA Asset Management Group
Florida
$258K +$258K +7,113 New
DWT
531
Dorsey & Whitney Trust
South Dakota
$256K +$7.86K +217 +3%
WC
532
Waterloo Capital
Texas
$256K +$256K +7,071 New
RFC
533
Regions Financial Corp
Alabama
$256K -$1.77K -49 -0.7%
WC
534
Weil Company
California
$256K – – –
LPAM
535
Lodestar Private Asset Management
California
$256K -$3.62K -100 -1%
AIP
536
Ameritas Investment Partners
Nebraska
$256K -$18.1K -499 -7%
BWM
537
BigSur Wealth Management
Florida
$255K -$182K -5,000 -42%
MWM
538
Modera Wealth Management
New Jersey
$254K +$254K +7,004 New
SFC
539
Strategic Financial Concepts
Texas
$251K +$543 +15 +0.2%
PA
540
Profund Advisors
Maryland
$251K +$20.3K +560 +9%
DADC
541
D.A. Davidson & Co
Montana
$250K -$11.4K -314 -4%
B
542
Bridgeworth
Alabama
$250K +$290 +8 +0.1%
MA
543
Montag & Associates
Georgia
$249K – – –
WWG
544
West Wealth Group
California
$248K – – –
BTI
545
Blue Trust Inc
Georgia
$246K -$8.99K -276 -4%
CW
546
Connectus Wealth
Ohio
$245K – – –
LFG
547
Larson Financial Group
Missouri
$245K +$6.23K +172 +3%
SP
548
Successful Portfolios
Florida
$243K -$169K -4,668 -41%
IAIM
549
International Assets Investment Management
Florida
$242K +$4.78K +132 +2%
AAS
550
Ameritas Advisory Services
Nebraska
$241K -$605K -16,091 -71%
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