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Southwest Airlines
LUV

Overview Fund Activity

940 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-66
Holders Change %
-6.56%
% of All Funds
15.89%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
73
Increased
317
Reduced
351
Closed
124
Calls
$377M
Puts
$324M
Net Calls
+$52.7M
Net Calls Change
-$11.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.21B
2
Prudential Financial
Prudential Financial
New Jersey
$98.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.32B
5
Morgan Stanley
Morgan Stanley
New York
$217M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$2.19M
2
Marshall Wace
Marshall Wace
United Kingdom
$5.27M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$22.3M
4
SI
Scout Investments
Missouri
$38M
5
PAM
Panagora Asset Management
Massachusetts
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
701
Glassman Wealth Services
Virginia
$108K +$1.81K +50 +2%
MAWCM
702
Mine & Arao Wealth Creation & Management
California
$108K +$17.5K +483 +19%
PTC
703
Private Trust Company
Ohio
$108K +$108K +2,989 New
IUHSA
704
Itau Unibanco Holding S.A.
Brazil
$107K +$107K +2,963 New
BWA
705
BDO Wealth Advisors
Florida
$102K -$360 -10 -0.4%
NFSG
706
Newbridge Financial Services Group
Florida
$100K +$31.6K +877 +46%
FMB
707
Field & Main Bank
Kentucky
$96K +$10.8K +300 +13%
Bessemer Group
708
Bessemer Group
New Jersey
$95K +$29.7K +816 +46%
LSV Asset Management
709
LSV Asset Management
Illinois
$94K – – –
GWSG
710
GPS Wealth Strategies Group
Colorado
$91K -$42.8K -1,184 -32%
TWM
711
Tradition Wealth Management
Minnesota
$87K -$71.8K -1,980 -45%
SSB
712
Sandy Spring Bank
Maryland
$87K +$36 +1 +0%
WAM
713
Worth Asset Management
Texas
$84K – – –
RVM
714
Robinson Value Management
Texas
$82K – – –
CA
715
Crewe Advisors
Utah
$77K +$15.1K +419 +24%
IRC
716
Investors Research Corp
Georgia
$75K – – –
SSG
717
Summit Securities Group
New York
$73K +$64.2K +1,774 +730%
AFS
718
Annapolis Financial Services
Maryland
$70K -$2.12K -59 -3%
BCA
719
Bray Capital Advisors
Florida
$70K – – –
EC
720
Elequin Capital
New York
$69K -$11K -303 -14%
BCV
721
Banque Cantonale Vaudoise
Switzerland
$69K – – –
ME
722
McIlrath & Eck
Washington
$69K – – –
Bank of Montreal
723
Bank of Montreal
Ontario, Canada
$65.8K +$3.1K +80,903 +5%
KA
724
Kozak & Associates
Colorado
$64K +$2.34K +65 +4%
AWM
725
Avondale Wealth Management
Texas
$63K +$51.6K +1,425 +452%
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