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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 %
CWA
776
Core Wealth Advisors
Florida
$17.3K – – –
YAL
777
Your Advocates Ltd
Texas
$16.8K – – –
DWP
778
Destiny Wealth Partners
Florida
$16.8K – – –
First Manhattan
779
First Manhattan
New York
$16.8K – – –
PSB
780
Piscataqua Savings Bank
New Hampshire
$16.8K – – –
TWM
781
Tradition Wealth Management
Minnesota
$16K – – –
LTI
782
Laffer Tengler Investments
Tennessee
$15.7K +$14.7K +436 +1,406%
ATC
783
Adirondack Trust Company
New York
$15.7K – – –
MCM
784
MV Capital Management
Maryland
$15.4K +$4.75K +141 +45%
MFT
785
Moisand Fitzgerald Tamayo
Florida
$15.1K +$2.19K +65 +17%
AW
786
Avion Wealth
Texas
$15K – – –
CMBA
787
C.M. Bidwell & Associates
Hawaii
$14.6K – – –
TCOV
788
Trust Company of Vermont
Vermont
$14.6K – – –
FFL
789
Financial Freedom LLC
Ohio
$13.9K +$13.9K +413 New
AWM
790
Align Wealth Management
Oklahoma
$13.9K +$13.9K +450 New
EARNEST Partners
791
EARNEST Partners
Georgia
$13.9K – – –
RFG
792
RFP Financial Group
Georgia
$13.8K +$13.8K +409 New
AA
793
Addison Advisors
Vermont
$13.5K -$976 -29 -7%
AIM
794
Achmea Investment Management
Netherlands
$13K – – –
RCC
795
Red Cedar Capital
Nebraska
$13K – – –
ST
796
Smithfield Trust
Pennsylvania
$13K – – –
NHT
797
New Hampshire Trust
New Hampshire
$12.5K +$12.5K +370 New
CHA
798
Carmichael Hill & Associates
Maryland
$12.4K -$16.8K -500 -58%
BAAM
799
Baker Avenue Asset Management
California
$12.2K +$12.2K +363 New
SIS
800
Sound Income Strategies
Florida
$12K +$505 +15 +4%
30 31
32
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