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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 %
HWM
676
HighMark Wealth Management
Minnesota
$6.92K +$81 +3 +1%
BCM
677
Blume Capital Management
California
$6.88K – – –
SIC
678
Salem Investment Counselors
North Carolina
$6.82K – – –
CAC
679
Core Alternative Capital
Georgia
$6.78K +$27 +1 +0.4%
PP
680
PFS Partners
New Jersey
$6.77K – – –
PPWM
681
PFG Private Wealth Management
Florida
$6.77K – – –
WPA
682
West Paces Advisors
Georgia
$6.74K -$785 -29 -10%
AWM
683
Avondale Wealth Management
Texas
$6.5K – – –
CWP
684
Concord Wealth Partners
Virginia
$6.23K – – –
HL
685
HeadInvest LLC
Maine
$6.12K +$6.12K +225 New
CT
686
Cambridge Trust
Massachusetts
$6.09K +$677 +25 +13%
MRCM
687
M&R Capital Management
New Jersey
$5.98K – – –
KFI
688
Key Financial Inc
Pennsylvania
$5.71K – – –
TCOV
689
Trust Company of Vermont
Vermont
$5.41K – – –
KC
690
Kenfarb & Co
Kentucky
$5.41K – – –
SWA
691
Sutton Wealth Advisors
Florida
$5.36K +$1.49K +55 +38%
BWP
692
Baldwin Wealth Partners
Massachusetts
$5.14K – – –
RA
693
Rise Advisors
New York
$5.04K -$1.17K -43 -19%
JMF
694
Johnson Midwest Financial
Iowa
$5.01K – – –
SC
695
Stephens Consulting
Michigan
$4.9K – – –
HCP
696
Hexagon Capital Partners
Arkansas
$4.9K -$216 -8 -4%
AWA
697
Authentikos Wealth Advisory
California
$4.71K +$4.71K +174 New
WT
698
Whittier Trust
California
$4.71K +$2K +74 +74%
MCM
699
MV Capital Management
Maryland
$4.63K -$623 -23 -12%
CB
700
Centennial Bank
Arkansas
$4.41K -$198 -7 -4%
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