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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 %
TC
576
TwinBeech Capital
New York
$216K -$14.9M -412,602 -99%
RIL
577
Rothschild Investment LLC
Illinois
$215K +$215K +5,947 New
EHWM
578
Eads & Heald Wealth Management
Georgia
$213K -$83.3K -2,299 -28%
GT
579
Greenleaf Trust
Michigan
$212K -$64.1K -1,771 -23%
KFS
580
Kaizen Financial Strategies
California
$212K +$212K +5,505 New
ICM
581
IMS Capital Management
Oregon
$209K +$209K +5,785 New
Aviva
582
Aviva
United Kingdom
$206K -$207K -5,723 -50%
LMKC
583
L.M. Kohn & Company
Ohio
$205K +$205K +5,667 New
OMC
584
Old Mission Capital
Illinois
$205K +$205K +5,665 New
JWCA
585
J.W. Cole Advisors
Florida
$204K -$152K -4,208 -43%
ACA
586
Ackerman Capital Advisors
Texas
$203K +$203K +5,615 New
SCM
587
Sterneck Capital Management
Missouri
$203K -$19.6K -540 -9%
SWM
588
Spire Wealth Management
Virginia
$189K -$12.5K -345 -6%
QCG
589
Quadrant Capital Group
Ohio
$188K +$41K +1,131 +28%
T
590
TOBAM
France
$178K +$111K +3,050 +164%
PTC
591
Private Trust Company
Ohio
$175K -$5.94K -164 -3%
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$173K +$8.26K +228 +5%
CFD
593
Creative Financial Designs
Indiana
$170K -$8.47K -234 -5%
OP
594
ORG Partners
Indiana
$162K +$162K +4,369 New
HT
595
Headlands Technologies
Illinois
$161K +$161K +4,446 New
RIA
596
Realta Investment Advisors
Delaware
$158K +$158K +4,360 New
HCM
597
Hollencrest Capital Management
California
$156K -$833 -23 -0.5%
CBT
598
CoreFirst Bank & Trust
Kansas
$154K -$111K -3,070 -42%
GC
599
Garde Capital
Washington
$148K -$529K -14,636 -78%
OC
600
Oakworth Capital
Alabama
$143K – – –
22 23
24
25 26