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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 %
DGAM
701
Desjardins Global Asset Management
Quebec, Canada
$4.22K -$6.8K -251 -62%
TCM
702
Tradewinds Capital Management
Washington
$4.12K – – –
PO
703
Private Ocean
California
$4.06K – – –
VF
704
VitalStone Financial
Texas
$4K -$1.55K -70 -28%
TFGT
705
TS Financial Group (TSFG)
Illinois
$4K – – –
POIA
706
Pin Oak Investment Advisors
Texas
$4K +$48 +2 +1%
AAG
707
Armstrong Advisory Group
Massachusetts
$3.95K – – –
BBPWM
708
Blue Bell Private Wealth Management
Pennsylvania
$3.79K – – –
SR
709
Syntax Research
Florida
$3.74K +$3.74K +138 New
AWM
710
Abound Wealth Management
Tennessee
$3.71K +$190 +7 +5%
FA
711
Financial Avengers
California
$3.66K +$27 +1 +0.7%
LWA
712
Lowe Wealth Advisors
Maryland
$3.25K -$1.49K -55 -31%
CFS
713
CGC Financial Services
Oregon
$3.2K – – –
HB
714
Horizon Bancorp
Indiana
$3K – – –
RG
715
Retirement Group
California
$2.99K +$611 +28 +26%
TWD
716
True Wealth Design
Ohio
$2.95K – – –
FWM
717
Focused Wealth Management
New York
$2.93K +$27 +1 +0.9%
OLVIG
718
Oliver Lagore Vanvalin Investment Group
Michigan
$2.77K -$1.33K -49 -32%
NC
719
NewSquare Capital
Pennsylvania
$2.76K -$974 -36 -26%
HWP
720
Highline Wealth Partners
California
$2.76K +$2.76K +102 New
BSB
721
Bangor Savings Bank
Maine
$2.71K – – –
TIM
722
Tortoise Investment Management
New York
$2.71K – – –
GTAM
723
Global Trust Asset Management
Florida
$2.71K – – –
GWSA
724
Global Wealth Strategies & Associates
Colorado
$2.71K – – –
PB
725
Pinnacle Bancorp
Nebraska
$2.6K – – –
27 28
29
30 31