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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 %
PA
651
PSI Advisors
Florida
$52.8K +$16.1K +445 +44%
BAMF
652
BI Asset Management Fondsmaeglerselskab
Denmark
$51K +$30.5K +842 +148%
BHWM
653
Beaird Harris Wealth Management
Texas
$50.8K -$471 -13 -0.9%
CSC
654
Caldwell Sutter Capital
California
$50.8K +$1.01K +28 +2%
RTC
655
Riverview Trust Company
Washington
$50.3K – – –
CFFP
656
Center for Financial Planning
Michigan
$48.3K +$7.24K +200 +18%
AA
657
Ancora Advisors
Ohio
$46K +$38.9K +1,075 +551%
IPW
658
Impact Partnership Wealth
Georgia
$45.6K +$45.6K +1,258 New
TFA
659
Toth Financial Advisory
Virginia
$45K – – –
CFO
660
CVA Family Office
Colorado
$44.7K -$724 -20 -2%
GWMIA
661
Global Wealth Management Investment Advisory
Florida
$43.2K +$43.2K +1,192 New
TSWM
662
Tyler-Stone Wealth Management
Ohio
$41K +$41K +1,138 New
PMFA
663
Plante Moran Financial Advisors
Michigan
$39.9K – – –
BBHC
664
Brown Brothers Harriman & Co
New York
$39.1K – – –
AF
665
Advisornet Financial
Minnesota
$38.3K +$5.25K +145 +16%
PI
666
PineBridge Investments
New York
$37.8K -$4.67M -129,086 -99%
AAP
667
Arax Advisory Partners
Colorado
$37.3K -$32.4K -894 -46%
NECFA
668
New England Capital Financial Advisors
Connecticut
$36.8K – – –
WWP
669
WR Wealth Planners
Missouri
$36.7K – – –
VCM
670
Versant Capital Management
Arizona
$36.6K – – –
ANBT
671
American National Bank & Trust
Texas
$36.5K -$11.2K -309 -23%
CCM
672
Chilton Capital Management
Texas
$36.2K -$38.3K -1,059 -51%
FCT
673
First Community Trust
Iowa
$36.2K – – –
MMG
674
Monetary Management Group
Missouri
$36.2K – – –
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$36.2K – – –
25 26
27
28 29