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Southwest Airlines
LUV

Overview Fund Activity

759 hedge funds and large institutions have $12.9B invested in Southwest Airlines in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-89
Holders Change %
-10.5%
% of All Funds
12.1%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
76
Increased
234
Reduced
314
Closed
154
Calls
$330M
Puts
$396M
Net Calls
-$65.6M
Net Calls Change
+$43.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
3
FWIA
Fort Washington Investment Advisors
Ohio
$69.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$65.9M
5
PI
Putnam Investments
Massachusetts
$328M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$215M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$10.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
4
CVA
Ceredex Value Advisors
Florida
$0
5
Ameriprise
Ameriprise
Minnesota
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
801
B. Metzler seel. Sohn & Co
Germany
– -$441K -12,185 Closed
SF
802
Symphony Financial
Texas
– -$436K -12,130 Closed
V
803
Veritable
Delaware
– -$390K -10,782 Closed
TAM
804
Titleist Asset Management
Texas
– -$388K -10,705 Closed
KM
805
Kalos Management
Georgia
– -$380K -10,507 Closed
RG
806
Rathbones Group
United Kingdom
– -$376K -10,395 Closed
VI
807
Versor Investments
New York
– -$369K -10,200 Closed
ISWM
808
Independent Solutions Wealth Management
New York
– -$368K -10,150 Closed
KA
809
KLCM Advisors
Wisconsin
– -$367K -10,135 Closed
HVIA
810
Hudson Valley Investment Advisors
New York
– -$367K -10,122 Closed
VWA
811
V Wealth Advisors
Kansas
– -$360K -9,938 Closed
DAS
812
Dynamic Advisor Solutions
Arizona
– -$344K -9,504 Closed
RW
813
REDW Wealth
New Mexico
– -$335K -9,263 Closed
AWE
814
Avidian Wealth Enterprises
Texas
– -$324K -8,957 Closed
KeyBank National Association
815
KeyBank National Association
Ohio
– -$322K -8,897 Closed
CPC
816
Congress Park Capital
New York
– -$320K -8,850 Closed
SIP
817
Stoneridge Investment Partners
Pennsylvania
– -$315K -8,712 Closed
AC
818
Anson Capital
Georgia
– -$307K -8,484 Closed
CAM
819
Congress Asset Management
Massachusetts
– -$306K -8,440 Closed
Fisher Asset Management
820
Fisher Asset Management
Washington
– -$304K -8,394 Closed
SP
821
Symmetry Partners
Connecticut
– -$301K -8,299 Closed
ECU
822
Eisler Capital (UK)
United Kingdom
– -$291K -8,030 Closed
BCM
823
Brookstone Capital Management
Illinois
– -$290K -7,704 Closed
OCBCO
824
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$274K -7,610 Closed
GT
825
Glenview Trust
Kentucky
– -$271K -7,487 Closed
31 32
33
34 35