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Southwest Airlines
LUV

Overview Fund Activity

917 hedge funds and large institutions have $14.9B invested in Southwest Airlines in 2022 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 273 increasing their positions, 340 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+38
Holders Change %
+4.32%
% of All Funds
14.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
141
Increased
273
Reduced
340
Closed
87
Calls
$345M
Puts
$372M
Net Calls
-$27.4M
Net Calls Change
-$97.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.2B
2
PTC
2
Provident Trust Company
Wisconsin
$86.1M
3
TC
3
TwinBeech Capital
New York
$47.6M
4
Invesco
4
Invesco
Georgia
$134M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$613M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$11.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$530M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$50.3M
4
Amundi
4
Amundi
France
$30.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
701
Avondale Wealth Management
Texas
$58.6K – – –
ME
702
McIlrath & Eck
Washington
$57.1K – – –
QC
703
Quent Capital
New York
$56.5K +$3.74K +111 +7%
CI Investments Inc
704
CI Investments Inc
Ontario, Canada
$56K +$29.3K +871 +110%
RFA
705
Register Financial Advisors
Georgia
$55.9K +$55.9K +1,661 New
FMP
706
Financial Management Professionals
Texas
$55K +$1.14K +34 +2%
SSB
707
Sandy Spring Bank
Maryland
$54.5K -$27.2K -807 -33%
CM
708
Castleark Management
Illinois
$52.5K – – –
CFO
709
CVA Family Office
Colorado
$51.9K +$1.68K +50 +3%
EWA
710
EverSource Wealth Advisors
Alabama
$51.7K +$27.2K +807 +111%
FMB
711
Field & Main Bank
Kentucky
$51.2K -$37K -1,100 -42%
OIA
712
Optimum Investment Advisors
Illinois
$50.5K – – –
BHWM
713
Beaird Harris Wealth Management
Texas
$50.2K +$2.9K +86 +6%
DCM
714
Dupont Capital Management
Delaware
$49.4K -$18.7K -555 -27%
RTC
715
Riverview Trust Company
Washington
$47K -$12K -354 -20%
CAS
716
Coppell Advisory Solutions
Texas
$46.2K +$46.2K +1,372 New
CASC
717
Coppell Advisory Solutions Corp
Texas
$46.2K +$46.2K +1,372 New
ANBT
718
American National Bank & Trust
Texas
$46K +$19.2K +569 +72%
HT
719
Headlands Technologies
Illinois
$46K +$46K +1,369 New
MIFH
720
Migdal Insurance & Financial Holdings
Israel
$44K +$1.67K +50 +4%
BAM
721
Byrne Asset Management
New Jersey
$43.4K +$32.3K +958 +290%
CSC
722
Caldwell Sutter Capital
California
$42.9K +$42.9K +1,275 New
AF
723
Advisornet Financial
Minnesota
$42K -$117K -3,481 -74%
IGWM
724
ICA Group Wealth Management
Colorado
$41.9K +$41.9K +1,245 New
TFA
725
Toth Financial Advisory
Virginia
$41.9K -$875 -26 -2%
27 28
29
30 31