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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 %
KA
576
Kozak & Associates
Colorado
$39.8K -$135 -5 -0.3%
GWSG
577
GPS Wealth Strategies Group
Colorado
$39.7K -$50.3K -1,859 -56%
BHWM
578
Beaird Harris Wealth Management
Texas
$38K – – –
CSC
579
Caldwell Sutter Capital
California
$37.8K -$217 -8 -0.6%
RTC
580
Riverview Trust Company
Washington
$37.6K – – –
ME
581
McIlrath & Eck
Washington
$37.4K -$5.9K -218 -14%
CFFP
582
Center for Financial Planning
Michigan
$36.1K – – –
NECFA
583
New England Capital Financial Advisors
Connecticut
$35.7K +$8.18K +302 +30%
AA
584
Ancora Advisors
Ohio
$34.4K – – –
CIA
585
Cape Investment Advisory
Georgia
$33.3K +$8.12K +300 +32%
M
586
MOTCO
Texas
$32.1K +$19.3K +714 +151%
TSWM
587
Tyler-Stone Wealth Management
Ohio
$31K – – –
PMFA
588
Plante Moran Financial Advisors
Michigan
$29.8K – – –
AAP
589
Arax Advisory Partners
Colorado
$27.9K +$54 +2 +0.2%
WWP
590
WR Wealth Planners
Missouri
$27.8K +$352 +13 +1%
NFSG
591
Newbridge Financial Services Group
Florida
$27.4K -$26.8K -989 -49%
KI
592
Kapitalo Investimentos
Brazil
$27.3K +$27.3K +1,010 New
IPW
593
Impact Partnership Wealth
Georgia
$27.3K -$6.77K -250 -20%
WT
594
Washington Trust
Rhode Island
$27.1K -$27.1K -1,000 -50%
CCM
595
Chilton Capital Management
Texas
$27.1K – – –
UM
596
UniSuper Management
Australia
$27.1K – – –
PCFFS
597
Pacific Center for Financial Services
California
$27.1K – – –
FCT
598
First Community Trust
Iowa
$27.1K – – –
MMG
599
Monetary Management Group
Missouri
$27.1K – – –
VCM
600
Versant Capital Management
Arizona
$27K -$433 -16 -2%
22 23
24
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