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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 %
PCFFS
676
Pacific Center for Financial Services
California
$36.2K – – –
UM
677
UniSuper Management
Australia
$36.2K +$36.2K +1,000 New
EDRH
678
Edmond de Rothschild Holding
Switzerland
$35.5K – – –
IGWM
679
ICA Group Wealth Management
Colorado
$34.5K -$14.5K -400 -30%
RCM
680
Raleigh Capital Management
North Carolina
$34.3K +$25.3K +698 +279%
CIA
681
Cape Investment Advisory
Georgia
$33.7K -$10.9K -300 -24%
CA
682
Clearstead Advisors
Ohio
$33.1K -$435 -12 -1%
RVM
683
Robinson Value Management
Texas
$32.6K – – –
JWA
684
JFS Wealth Advisors
Pennsylvania
$30.8K -$2.21K -61 -7%
FFA
685
Farther Finance Advisors
California
$28.9K -$19.2K -530 -40%
CSWM
686
Cassady Schiller Wealth Management
Ohio
$28.4K – – –
SSG
687
Summit Securities Group
New York
$28K -$13.9K -387 -33%
OIA
688
Optimum Investment Advisors
Illinois
$27.2K – – –
EC
689
Elequin Capital
New York
$26.5K +$26.5K +731 New
2L
690
25 LLC
Missouri
$26K +$630 +17 +2%
ADL
691
Asset Dedication LLC
California
$26K – – –
MA
692
MCF Advisors
Kentucky
$25.8K – – –
GEA
693
Glen Eagle Advisors
New Jersey
$25.7K +$36 +1 +0.1%
MCM
694
Manchester Capital Management
Vermont
$25.3K – – –
ACA
695
Atlas Capital Advisors
Wyoming
$24.6K – – –
CP
696
Castleview Partners
Texas
$24.3K – – –
WAS
697
Winch Advisory Services
Wisconsin
$24K – – –
RFA
698
Resurgent Financial Advisors
Georgia
$22.8K +$507 +14 +2%
CWM
699
CarsonAllaria Wealth Management
Illinois
$22.3K – – –
ST
700
Smithfield Trust
Pennsylvania
$22K +$7.33K +200 +50%
26 27
28
29 30