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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 %
TPCW
551
TD Private Client Wealth
New York
$240K -$11.2K -308 -4%
ATC
552
Argent Trust Co
Tennessee
$239K +$239K +6,610 New
RJT
553
Raymond James Trust
Florida
$239K -$23.4K -645 -9%
ACM
554
Academy Capital Management
Texas
$236K – – –
FAIM
555
Financial Advocates Investment Management
Washington
$236K -$1.45K -40 -0.6%
RA
556
RFG Advisory
Alabama
$233K -$15.4K -425 -6%
CF
557
Centaurus Financial
California
$232K -$63.9K -1,764 -22%
BWP
558
Balboa Wealth Partners
Arizona
$232K +$232K +6,401 New
ZB
559
Zions Bancorporation
Utah
$231K -$905 -25 -0.4%
ACM
560
Allred Capital Management
Texas
$230K -$5.69K -157 -2%
TMAM
561
Tokio Marine Asset Management
Japan
$229K – – –
CD
562
Chapin Davis
Maryland
$229K – – –
CI
563
Cigna Investments
Connecticut
$228K – – –
WP
564
WealthPLAN Partners
Nebraska
$228K -$57.9K -1,600 -20%
AIA
565
AIMZ Investment Advisors
California
$227K – – –
MFG
566
Midwest Financial Group
Kansas
$224K +$224K +6,198 New
SFG
567
Sovereign Financial Group
Connecticut
$223K +$223K +6,155 New
CFGS
568
Concourse Financial Group Securities
Alabama
$223K -$4.8K -132 -2%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$223K -$25.7K -709 -10%
LL
570
LWMG LLC
Minnesota
$222K -$11.9K -329 -5%
BL
571
Balentine LLC
Georgia
$220K -$98.5K -2,719 -31%
FW
572
FirstPurpose Wealth
Utah
$219K +$219K +6,055 New
SWM
573
SeaCrest Wealth Management
New York
$219K -$378K -10,440 -63%
FCFS
574
First Command Financial Services
Texas
$217K – – –
FCB
575
First Command Bank
Texas
$217K – – –
21 22
23
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