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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 %
EDRH
601
Edmond de Rothschild Holding
Switzerland
$26.5K – – –
PA
602
PSI Advisors
Florida
$26.2K -$13.3K -491 -34%
RCM
603
Raleigh Capital Management
North Carolina
$25.9K +$244 +9 +0.9%
RVM
604
Robinson Value Management
Texas
$24.4K – – –
AF
605
Arrow Financial
New York
$23.7K +$7.44K +275 +46%
LFA
606
LGT Financial Advisors
Texas
$21.7K +$21.7K +801 New
SOW
607
State of Wyoming
Wyoming
$21.7K +$7.9K +292 +57%
Royal London Asset Management
608
Royal London Asset Management
United Kingdom
$21.4K +$21.4K +791 New
CSWM
609
Cassady Schiller Wealth Management
Ohio
$21.2K – – –
JWA
610
JFS Wealth Advisors
Pennsylvania
$21K -$2.06K -76 -9%
OIA
611
Optimum Investment Advisors
Illinois
$20.3K – – –
MA
612
MCF Advisors
Kentucky
$19.3K – – –
FFA
613
Farther Finance Advisors
California
$19.1K -$2.52K -93 -12%
ADL
614
Asset Dedication LLC
California
$19K – – –
WAS
615
Winch Advisory Services
Wisconsin
$19K +$222 +8 +1%
MCM
616
Manchester Capital Management
Vermont
$18.9K – – –
MIA
617
Milestone Investment Advisors
Wisconsin
$18.9K +$18.9K +700 New
Legacy Financial Group (Iowa)
618
Legacy Financial Group (Iowa)
Iowa
$18.6K +$18.6K +686 New
AF
619
Advisornet Financial
Minnesota
$18.5K -$10.1K -375 -35%
ACA
620
Atlas Capital Advisors
Wyoming
$18.4K – – –
GEA
621
Glen Eagle Advisors
New Jersey
$18.2K -$975 -36 -5%
CP
622
Castleview Partners
Texas
$18.2K – – –
FFC
623
First Financial Corp
Indiana
$17K +$16.3K +601 +2,072%
Simplex Trading
624
Simplex Trading
Illinois
$17K -$5.65M -212,840 -100%
CWM
625
CarsonAllaria Wealth Management
Illinois
$16.7K +$27 +1 +0.2%
23 24
25
26 27