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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 %
CD
576
Chapin Davis
Maryland
$206K -$24.6K -755 -11%
IG
577
ING Group
Netherlands
$205K -$3.08M -94,666 -94%
TC
578
Telemus Capital
Michigan
$205K +$18.5K +569 +10%
CI
579
Cigna Investments
Connecticut
$204K -$5.95K -183 -3%
AIA
580
AIMZ Investment Advisors
California
$204K – – –
IFU
581
iSAM Funds (UK)
United Kingdom
$203K +$203K +6,253 New
CFGS
582
Concourse Financial Group Securities
Alabama
$203K -$9.93K -305 -5%
SS
583
Sunbelt Securities
Texas
$201K +$201K +6,331 New
SCM
584
Sterneck Capital Management
Missouri
$200K – – –
FCB
585
First Command Bank
Texas
$195K -$65.1K -2,000 -25%
FCFS
586
First Command Financial Services
Texas
$195K -$65.1K -2,000 -25%
SWM
587
Spire Wealth Management
Virginia
$181K +$2.96K +91 +2%
PTC
588
Private Trust Company
Ohio
$163K +$49.1K +1,510 +43%
CFD
589
Creative Financial Designs
Indiana
$160K -$19.5K -600 -11%
IAIM
590
Industrial Alliance Investment Management
Quebec, Canada
$154K -$2.08M -64,100 -93%
KTC
591
Kistler-Tiffany Companies
Pennsylvania
$148K -$16.2K -497 -10%
BC
592
Bartlett & Co
Ohio
$143K – – –
BCWM
593
Bartlett & Co Wealth Management
Ohio
$143K – – –
HCM
594
Hollencrest Capital Management
California
$141K -$2.96K -91 -2%
KI
595
Kapitalo Investimentos
Brazil
$139K +$139K +4,287 New
NSIM
596
North Star Investment Management
Illinois
$134K – – –
QCG
597
Quadrant Capital Group
Ohio
$132K +$1.89K +58 +1%
PFBT
598
Parkside Financial Bank & Trust
Missouri
$131K -$7.65K -235 -6%
OC
599
Oakworth Capital
Alabama
$129K – – –
SIM
600
Sentry Investment Management
Wisconsin
$127K – – –
22 23
24
25 26