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Southwest Airlines
LUV

Overview Fund Activity

848 hedge funds and large institutions have $16.9B invested in Southwest Airlines in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 348 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
13.38%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
90
Increased
233
Reduced
348
Closed
83
Calls
$387M
Puts
$497M
Net Calls
-$109M
Net Calls Change
+$6.67M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$549M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$409M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$930M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$85.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$346M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$1.2B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$970K
4
CVA
4
Ceredex Value Advisors
Florida
$43.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
801
True Wealth Design
Ohio
$3.95K -$36.9K -1,020 -90%
RG
802
Retirement Group
California
$3.95K -$1.01K -28 -20%
FWM
803
Focused Wealth Management
New York
$3.88K +$907 +25 +30%
CCP
804
Carmel Capital Partners
California
$3.8K – – –
ODG
805
O'Dell Group
Ohio
$3.73K +$3.73K +103 New
BIA
806
Bell Investment Advisors
California
$3.66K +$724 +20 +25%
TIM
807
Tortoise Investment Management
New York
$3.62K – – –
GTAM
808
Global Trust Asset Management
Florida
$3.62K – – –
GWSA
809
Global Wealth Strategies & Associates
Colorado
$3.62K – – –
BSB
810
Bangor Savings Bank
Maine
$3.62K – – –
WT
811
Whittier Trust
California
$3.62K -$11.8K -325 -76%
PB
812
Pinnacle Bancorp
Nebraska
$3.48K – – –
AA
813
Addison Advisors
Vermont
$3.44K -$3.62K -100 -51%
MIFH
814
Migdal Insurance & Financial Holdings
Israel
$3K -$38.9K -1,168 -93%
FCAG
815
First Capital Advisors Group
New Jersey
$2.54K +$2.54K +70 New
TAIM
816
TD Ameritrade Investment Management
Nebraska
$2K – – –
KFP
817
KB Financial Partners
New Jersey
$2K – – –
SFCL
818
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
BG
819
Bollard Group
Massachusetts
$2K +$2K +45 New
JWM
820
Janiczek Wealth Management
Colorado
$1.92K -$1.96K -54 -50%
KHC
821
Koesten Hirschmann & Crabtree
Kansas
$1.83K – – –
CYG
822
Clean Yield Group
Vermont
$1.81K – – –
HPC
823
HM Payson & Co
Maine
$1.81K +$1.78K +49 +4,900%
BWM
824
Baystate Wealth Management
Massachusetts
$1.51K -$9.51K -259 -86%
GG
825
Gleason Group
Kentucky
$1.5K -$3.33K -91 -69%
31 32
33
34 35