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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 %
SIM
601
Sentry Investment Management
Wisconsin
$141K – – –
NSIM
602
North Star Investment Management
Illinois
$137K -$11.8K -325 -8%
WWM
603
Wolff Wiese Magana
California
$133K -$374K -10,337 -74%
SS
604
Sunbelt Securities
Texas
$127K -$102K -2,821 -45%
VI
605
Vestcor Inc
New Brunswick, Canada
$127K – – –
GWSG
606
GPS Wealth Strategies Group
Colorado
$120K -$5.94K -164 -5%
BWA
607
BDO Wealth Advisors
Florida
$119K +$1.27K +35 +1%
HWA
608
Heritage Wealth Advisors
Virginia
$119K – – –
CSB
609
City State Bank
Iowa
$107K -$5.43K -150 -5%
BCMLT
610
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K – – –
DAM
611
Delta Asset Management
Tennessee
$101K -$905 -25 -0.9%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$101K -$45K -1,242 -31%
TH
613
TCTC Holdings
Texas
$99.8K -$2.35K -65 -2%
EWA
614
EverSource Wealth Advisors
Alabama
$96.8K -$2.17K -60 -2%
HIA
615
Harbor Investment Advisory
Maryland
$92.2K +$543 +15 +0.6%
WIM
616
Westside Investment Management
California
$91.3K – – –
MAWCM
617
Mine & Arao Wealth Creation & Management
California
$90K -$12.7K -350 -12%
WAM
618
Worth Asset Management
Texas
$88.1K -$2.9K -80 -3%
AA
619
Alta Advisers
United Kingdom
$86.9K – – –
GGI
620
Godsey & Gibb Inc
Virginia
$81.6K +$2.72K +75 +3%
CTB
621
Country Trust Bank
Illinois
$80.1K +$72.4K +2,000 +943%
GWS
622
Glassman Wealth Services
Virginia
$79.4K -$11.3K -313 -12%
CA
623
Crewe Advisors
Utah
$77.9K +$7.75K +214 +11%
IRC
624
Investors Research Corp
Georgia
$75.1K – – –
DWMG
625
DB Wealth Management Group
California
$73.4K +$73.4K +2,026 New
23 24
25
26 27