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Southwest Airlines
LUV

Overview Fund Activity

844 hedge funds and large institutions have $14.7B invested in Southwest Airlines in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 326 reducing their positions, and 132 closing their positions.

Holders
844
Holders Change
-73
Holders Change %
-7.96%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
77
Increased
282
Reduced
326
Closed
132
Calls
$242M
Puts
$357M
Net Calls
-$116M
Net Calls Change
-$88.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$716M
2
PTC
2
Provident Trust Company
Wisconsin
$218M
3
Capital World Investors
3
Capital World Investors
California
$108M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.1M
5
CVA
5
Ceredex Value Advisors
Florida
$84.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.18M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
676
JFS Wealth Advisors
Pennsylvania
$29.6K 911 +16 +2%
RVM
677
Robinson Value Management
Texas
$29.3K 900 -865 -49%
WTC
678
WhitTier Trust Company
Nevada
$29.1K 895 +18 +2%
HFS
679
Hantz Financial Services
Michigan
$27K 820 – –
TCWA
680
Ten Capital Wealth Advisors
Washington
$26.3K 807 – –
CSWM
681
Cassady Schiller Wealth Management
Ohio
$25.5K 784 +4 +0.5%
OIA
682
Optimum Investment Advisors
Illinois
$24.4K 750 -750 -50%
ADL
683
Asset Dedication LLC
California
$24K 723 – –
MA
684
MCF Advisors
Kentucky
$23.2K 712 – –
GEA
685
Glen Eagle Advisors
New Jersey
$23.1K 708 +1 +0.1%
MCM
686
Manchester Capital Management
Vermont
$22.8K 700 – –
MCI
687
MRP Capital Investments
Georgia
$22.8K 700 – –
MIA
688
Milestone Investment Advisors
Wisconsin
$22.8K 700 +700 New
ACA
689
Atlas Capital Advisors
Wyoming
$22.1K 678 – –
WAS
690
Winch Advisory Services
Wisconsin
$22K 676 +7 +1%
CP
691
Castleview Partners
Texas
$21.8K 671 – –
CCMI
692
Creative Capital Management Investments
California
$20.5K 630 – –
2L
693
25 LLC
Missouri
$20.3K 685 +685 New
RFA
694
Resurgent Financial Advisors
Georgia
$20K 616 -48 -7%
CWM
695
CarsonAllaria Wealth Management
Illinois
$20K 614 – –
AFS
696
Annapolis Financial Services
Maryland
$19.7K 607 +6 +1%
AF
697
Arrow Financial
New York
$19.5K 600 – –
AIC
698
Archer Investment Corporation
Indiana
$19K 585 +6 +1%
AWM
699
Atticus Wealth Management
Florida
$18.6K 570 +3 +0.5%
TFA
700
Transamerica Financial Advisors
Florida
$18K 529 -58,662 -99%
26 27
28
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