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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 %
C
801
Covestor
United Kingdom
$12K -$35 -1 -0.3%
FCMT
802
Founders Capital Management (Texas)
Texas
$12K – – –
SOW
803
State of Wyoming
Wyoming
$11.7K -$168 -5 -1%
AWM
804
Accurate Wealth Management
Florida
$11.2K +$11.2K +310 New
VF
805
VitalStone Financial
Texas
$11K +$11K +301 New
MIM
806
Macroview Investment Management
Maryland
$10.8K +$10.6K +316 +5,267%
SC
807
Schubert & Co
Texas
$10.8K +$370 +11 +4%
DCP
808
Distillate Capital Partners
Illinois
$10.7K +$10.7K +317 New
HCP
809
Hexagon Capital Partners
Arkansas
$10.6K +$5.09K +151 +93%
DF
810
DecisionPoint Financial
Arizona
$10.3K +$10.3K +306 New
RAM
811
Riggs Asset Management
Pennsylvania
$10.1K – – –
LOIP
812
Live Oak Investment Partners
Texas
$10.1K – – –
MFG
813
Mendota Financial Group
Wisconsin
$10.1K +$10.1K +300 New
GJIA
814
Glass Jacobson Investment Advisors
Maryland
$10.1K +$10.1K +299 New
TC
815
Trust Company
Kansas
$10K – – –
TSW
816
Thompson Siegel & Walmsley
Virginia
$10K – – –
FHA
817
First Horizon Advisors
Tennessee
$9.7K +$5.32K +158 +122%
BC
818
Barrett & Company
Rhode Island
$9.6K – – –
PAI
819
Pittenger & Anderson Inc
Nebraska
$9.53K +$9.26K +275 +3,438%
WPA
820
West Paces Advisors
Georgia
$9.36K -$471 -14 -5%
TFP
821
Tilia Fiduciary Partners
North Carolina
$9.27K – – –
WTA
822
Washington Trust Advisors
Massachusetts
$9.16K -$75.6K -2,244 -89%
WBC
823
West Branch Capital
Massachusetts
$8.75K – – –
SIC
824
Salem Investment Counselors
North Carolina
$8.49K – – –
BCM
825
Blume Capital Management
California
$8.42K – – –
31 32
33
34 35