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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 %
NFSG
626
Newbridge Financial Services Group
Florida
$72.4K -$24.5K -677 -25%
WT
627
Washington Trust
Rhode Island
$72.4K – – –
TIM
628
Thompson Investment Management
Wisconsin
$72.4K – – –
SAG
629
Spotlight Asset Group
Illinois
$72.4K +$72.4K +2,000 New
AW
630
Avion Wealth
Texas
$72K +$53.8K +1,500 +296%
BCA
631
Bray Capital Advisors
Florida
$69.8K – – –
BCV
632
Banque Cantonale Vaudoise
Switzerland
$69K – – –
SIM
633
Studio Investment Management
Illinois
$68.8K +$16.8K +463 +32%
FCA
634
FinTrust Capital Advisors
South Carolina
$68.7K – – –
FMTCOCP
635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K – – –
GITFIT
636
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$65.2K +$65.2K +1,800 New
PIAS
637
PCA Investment Advisory Services
Ohio
$65K +$65K +1,793 New
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$63.8K +$18.5K +511 +41%
CI Investments Inc
639
CI Investments Inc
Ontario, Canada
$63K +$5.74K +159 +10%
HNB
640
Huntington National Bank
Ohio
$61.2K +$28K +774 +84%
QC
641
Quent Capital
New York
$61.2K – – –
RFA
642
Register Financial Advisors
Georgia
$60.1K – – –
SSB
643
Sandy Spring Bank
Maryland
$58.7K – – –
FMP
644
Financial Management Professionals
Texas
$58K – – –
ME
645
McIlrath & Eck
Washington
$57.9K -$3.51K -97 -6%
TWC
646
TD Waterhouse Canada
Ontario, Canada
$56.6K -$4.26K -115 -7%
CM
647
Castleark Management
Illinois
$56.5K – – –
WTC
648
WhitTier Trust Company
Nevada
$56.3K +$23.9K +660 +74%
RI
649
Ridgewood Investments
New Jersey
$55.5K -$72 -2 -0.1%
KA
650
Kozak & Associates
Colorado
$54.7K +$74 +2 +0.1%
24 25
26
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