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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 %
LFA
551
Lauterbach Financial Advisors
Texas
$229K – – –
KCM
552
Kennedy Capital Management
Missouri
$226K +$226K +6,940 New
SFC
553
Strategic Financial Concepts
Texas
$225K +$225K +6,928 New
TPCW
554
TD Private Client Wealth
New York
$225K +$24.6K +755 +12%
B
555
Bridgeworth
Alabama
$224K – – –
OSAM
556
O'Shaughnessy Asset Management
Connecticut
$223K -$256K -7,881 -53%
DWT
557
Dorsey & Whitney Trust
South Dakota
$223K -$260 -8 -0.1%
MA
558
Montag & Associates
Georgia
$223K – – –
RA
559
RFG Advisory
Alabama
$223K -$43.9K -1,348 -16%
WWG
560
West Wealth Group
California
$223K +$4.95K +152 +2%
B
561
Bailard
California
$222K – – –
CW
562
Connectus Wealth
Ohio
$220K -$1.08M -33,288 -83%
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$216K -$136K -4,178 -39%
LFG
564
Larson Financial Group
Missouri
$215K +$68.1K +2,093 +46%
Robeco Institutional Asset Management
565
Robeco Institutional Asset Management
Netherlands
$214K -$757K -23,257 -78%
IAIM
566
International Assets Investment Management
Florida
$213K -$199K -6,111 -48%
FAIM
567
Financial Advocates Investment Management
Washington
$213K -$30.1K -926 -12%
ACM
568
Allred Capital Management
Texas
$212K +$13.5K +414 +7%
ACM
569
Academy Capital Management
Texas
$212K – – –
WSFS
570
Wilmington Savings Fund Society
Delaware
$210K -$9.38K -289 -4%
LWM
571
Liberty Wealth Management
California
$210K +$210K +6,808 New
LL
572
LWMG LLC
Minnesota
$210K -$31.1K -955 -13%
ZB
573
Zions Bancorporation
Utah
$209K +$38K +1,169 +22%
PA
574
Profund Advisors
Maryland
$207K -$102K -3,126 -33%
TMAM
575
Tokio Marine Asset Management
Japan
$206K -$7.13K -219 -3%
21 22
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