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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 %
NSIM
526
North Star Investment Management
Illinois
$103K – – –
WBC
527
Westpac Banking Corp
Australia
$99K -$467K -17,243 -83%
VI
528
Vestcor Inc
New Brunswick, Canada
$95K – – –
NS
529
NBC Securities
Alabama
$94K +$94K +3,483 New
SIM
530
Sentry Investment Management
Wisconsin
$93K -$12.2K -452 -12%
WWM
531
Wolff Wiese Magana
California
$91.9K -$7.31K -270 -7%
HWA
532
Heritage Wealth Advisors
Virginia
$88.7K – – –
T
533
TOBAM
France
$86K -$46.8K -1,731 -35%
CSB
534
City State Bank
Iowa
$80K – – –
SS
535
Sunbelt Securities
Texas
$79.9K -$15.1K -557 -16%
HGERS
536
Householder Group Estate & Retirement Specialist
Arizona
$77K +$77K +2,844 New
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$76.3K +$28.6K +1,055 +60%
IG
538
ING Group
Netherlands
$75.2K +$75.2K +2,777 New
VWM
539
Venturi Wealth Management
Texas
$73.6K +$73.6K +2,720 New
EWA
540
EverSource Wealth Advisors
Alabama
$72.5K +$108 +4 +0.1%
FIA
541
FNY Investment Advisers
New York
$67K +$67K +2,500 New
DAM
542
Delta Asset Management
Tennessee
$66.5K -$8.8K -325 -12%
GITFIT
543
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$66.4K +$14.4K +500 +28%
AA
544
Alta Advisers
United Kingdom
$65K – – –
PFBT
545
Parkside Financial Bank & Trust
Missouri
$63.5K -$11.6K -430 -15%
CTB
546
Country Trust Bank
Illinois
$62.7K +$2.84K +105 +5%
HIA
547
Harbor Investment Advisory
Maryland
$62.2K -$6.79K -251 -10%
FCA
548
FinTrust Capital Advisors
South Carolina
$59.6K +$4.36K +161 +8%
GWS
549
Glassman Wealth Services
Virginia
$59.3K -$54 -2 -0.1%
GGI
550
Godsey & Gibb Inc
Virginia
$59K -$2.03K -75 -3%
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