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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 %
GTAM
801
Global Trust Asset Management
Florida
$3.25K 100 – –
TIM
802
Tortoise Investment Management
New York
$3.25K 100 – –
IWP
803
IAG Wealth Partners
Wisconsin
$3.25K 100 – –
GWSA
804
Global Wealth Strategies & Associates
Colorado
$3.25K 100 – –
PP
805
Pacifica Partners
Canada
$3.15K 100 – –
PB
806
Pinnacle Bancorp
Nebraska
$3.12K 96 – –
AWM
807
Abound Wealth Management
Tennessee
$3.06K 94 +39 +71%
HBW
808
Hazlett, Burt & Watson
West Virginia
$3K 100 – –
JIR
809
James Investment Research
Ohio
$3K 104 – –
OAJ
810
Ogorek Anthony Joseph
New York
$3K 100 +100 New
FWM
811
Focused Wealth Management
New York
$2.68K 82 -29 -26%
BIA
812
Bell Investment Advisors
California
$2.64K 81 -76 -48%
TAIM
813
TD Ameritrade Investment Management
Nebraska
$2K 53 – –
KFP
814
KB Financial Partners
New Jersey
$2K 55 – –
FFC
815
First Financial Corp
Indiana
$1.85K 57 – –
WTA
816
Washington Trust Advisors
Massachusetts
$1.76K 54 -218 -80%
KHC
817
Koesten Hirschmann & Crabtree
Kansas
$1.65K 51 +51 New
CYG
818
Clean Yield Group
Vermont
$1.63K 50 – –
ECM
819
Everence Capital Management
Indiana
$1.14K 34,870 +10,060 +41%
HH
820
HWG Holdings
Texas
$1.04K 32 – –
VNA
821
Valley National Advisers
Pennsylvania
$1K 22 – –
PWMG
822
Prestige Wealth Management Group
New Jersey
$977 30 -15 -33%
CTA
823
Colonial Trust Advisors
South Carolina
$879 27 -9 -25%
IBOK
824
Independence Bank of Kentucky
Kentucky
$846 26 – –
RWPA
825
Richard W. Paul & Associates
Michigan
$846 26 +4 +18%
31 32
33
34 35