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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 %
CA
551
Crewe Advisors
Utah
$58.2K -$27 -1 -0%
MAWCM
552
Mine & Arao Wealth Creation & Management
California
$57.3K -$9.93K -367 -15%
IRC
553
Investors Research Corp
Georgia
$56.1K – – –
AW
554
Avion Wealth
Texas
$56K +$2.48K +93 +5%
DWMG
555
DB Wealth Management Group
California
$54.8K – – –
TIM
556
Thompson Investment Management
Wisconsin
$54.1K – – –
SAG
557
Spotlight Asset Group
Illinois
$54.1K – – –
BBHC
558
Brown Brothers Harriman & Co
New York
$53.7K +$24.5K +904 +84%
TWC
559
TD Waterhouse Canada
Ontario, Canada
$52.7K +$10.7K +390 +26%
BCA
560
Bray Capital Advisors
Florida
$52.2K – – –
BCV
561
Banque Cantonale Vaudoise
Switzerland
$52K – – –
CAM
562
Costello Asset Management
Pennsylvania
$51.7K -$547K -20,220 -91%
WTG
563
West Tower Group
Virginia
$51.5K +$51.5K +1,904 New
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$50K +$2.4K +88 +5%
CA
565
Clearstead Advisors
Ohio
$49.5K +$24.8K +914 +100%
CAS
566
Coppell Advisory Solutions
Texas
$46.2K +$31K +921 +204%
WIM
567
Westside Investment Management
California
$46.1K -$21.7K -800 -32%
FMTCOCP
568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K -$3.52K -130 -7%
RFA
569
Register Financial Advisors
Georgia
$45K – – –
FMP
570
Financial Management Professionals
Texas
$44K – – –
SSB
571
Sandy Spring Bank
Maryland
$43.9K – – –
QC
572
Quent Capital
New York
$42.3K -$3.47K -128 -8%
CM
573
Castleark Management
Illinois
$42.2K – – –
WTC
574
WhitTier Trust Company
Nevada
$42.1K – – –
GWMIA
575
Global Wealth Management Investment Advisory
Florida
$40.7K +$8.47K +313 +26%
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