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Southwest Airlines
LUV

Overview Fund Activity

844 hedge funds and large institutions have $14.7B invested in Southwest Airlines in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 326 reducing their positions, and 132 closing their positions.

Holders
844
Holders Change
-73
Holders Change %
-7.96%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
77
Increased
282
Reduced
326
Closed
132
Calls
$242M
Puts
$357M
Net Calls
-$116M
Net Calls Change
-$88.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$716M
2
PTC
2
Provident Trust Company
Wisconsin
$218M
3
Capital World Investors
3
Capital World Investors
California
$108M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.1M
5
CVA
5
Ceredex Value Advisors
Florida
$84.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.18M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
776
IFS Advisors
Kansas
$6.25K 192 – –
BWP
777
Baldwin Wealth Partners
Massachusetts
$6.18K 190 – –
BWM
778
BerganKDV Wealth Management
Minnesota
$6.07K 186 +9 +5%
JMF
779
Johnson Midwest Financial
Iowa
$6.02K 185 – –
FCG
780
Financial Connections Group
California
$6K 200 – –
ONST
781
Old North State Trust
North Carolina
$6K 192 – –
SC
782
Stephens Consulting
Michigan
$5.89K 181 – –
LWA
783
Lowe Wealth Advisors
Maryland
$5.7K 175 – –
HCP
784
Hexagon Capital Partners
Arkansas
$5.54K 170 -143 -46%
AIP
785
Ahrens Investment Partners
Louisiana
$5.49K 169 +169 New
CB
786
Centennial Bank
Arkansas
$5.31K 156 -7 -4%
LSA
787
Lansing Street Advisors
Pennsylvania
$5.13K 158 +2 +1%
POIA
788
Pin Oak Investment Advisors
Texas
$5K 163 +1 +0.6%
TCM
789
Tradewinds Capital Management
Washington
$4.95K 152 – –
CWA
790
Clearview Wealth Advisors
Oregon
$4.95K 152 -50 -25%
PO
791
Private Ocean
California
$4.88K 150 – –
AAG
792
Armstrong Advisory Group
Massachusetts
$4.75K 146 – –
BBPWM
793
Blue Bell Private Wealth Management
Pennsylvania
$4.56K 140 – –
FA
794
Financial Avengers
California
$4.35K 134 +2 +2%
GG
795
Gleason Group
Kentucky
$4.31K 132 +1 +0.8%
RG
796
Retirement Group
California
$4K 137 – –
HB
797
Horizon Bancorp
Indiana
$4K 110 – –
CCP
798
Carmel Capital Partners
California
$3.42K 105 +105 New
JWM
799
Janiczek Wealth Management
Colorado
$3.38K 107 -1 -0.9%
BSB
800
Bangor Savings Bank
Maine
$3.25K 100 – –
30 31
32
33 34