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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 %
MCM
751
Manchester Capital Management
Vermont
$23.6K – – –
MCI
752
MRP Capital Investments
Georgia
$23.6K +$23.6K +700 New
FFA
753
Farther Finance Advisors
California
$23.4K +$23.4K +694 New
WAS
754
Winch Advisory Services
Wisconsin
$23K – – –
ACA
755
Atlas Capital Advisors
Wyoming
$22.8K -$9.39K -279 -29%
CP
756
Castleview Partners
Texas
$22.6K – – –
AF
757
Affiance Financial
Minnesota
$22.5K +$22.5K +667 New
RFA
758
Resurgent Financial Advisors
Georgia
$22.4K +$22.4K +664 New
HFM
759
Harvest Fund Management
China
$22K – – –
MSCM
760
McElhenny Sheffield Capital Management
Texas
$21.9K +$21.9K +440 New
CS
761
Comerica Securities
Michigan
$21.7K +$21.7K +645 New
CWM
762
CarsonAllaria Wealth Management
Illinois
$21K – – –
CCMI
763
Creative Capital Management Investments
California
$21K +$21K +630 New
AFS
764
Annapolis Financial Services
Maryland
$20.2K -$37.4K -1,110 -65%
CAL
765
Capital Advisors Ltd
Ohio
$20K -$1.36K -40 -6%
AF
766
Arrow Financial
New York
$20K – – –
HS
767
Horan Securities
United States
$19.9K – – –
AIC
768
Archer Investment Corporation
Indiana
$19.5K -$6.73K -200 -26%
AWM
769
Atticus Wealth Management
Florida
$19.1K – – –
TFGT
770
TS Financial Group (TSFG)
Illinois
$19K -$17.1K -500 -47%
TSWM
771
Tyler-Stone Wealth Management
Ohio
$19K – – –
BWM
772
Baystate Wealth Management
Massachusetts
$19K – – –
HWA
773
HHM Wealth Advisors
Tennessee
$18.2K +$17.8K +530 +5,300%
DMBA
774
Deseret Mutual Benefit Administrators
Utah
$17.8K -$44.3K -1,317 -71%
AP
775
Atwood & Palmer
Missouri
$17.5K – – –
29 30
31
32 33