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Southwest Airlines
LUV

Overview Fund Activity

940 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-66
Holders Change %
-6.56%
% of All Funds
15.89%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
73
Increased
317
Reduced
351
Closed
124
Calls
$377M
Puts
$324M
Net Calls
+$52.7M
Net Calls Change
-$11.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.21B
2
Prudential Financial
2
Prudential Financial
New Jersey
$98.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$55.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.32B
5
Morgan Stanley
5
Morgan Stanley
New York
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$2.19M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$5.27M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$22.3M
4
SI
4
Scout Investments
Missouri
$38M
5
PAM
5
Panagora Asset Management
Massachusetts
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
826
Moisand Fitzgerald Tamayo
Florida
$13K +$804 +23 +7%
HFS
827
Heritage Financial Services
Massachusetts
$13K +$13K +378 New
TFP
828
Tilia Fiduciary Partners
North Carolina
$12K -$2.53K -68 -17%
BAM
829
Byrne Asset Management
New Jersey
$12K – – –
SC
830
Schubert & Co
Texas
$12K +$8.62K +235 +255%
SOW
831
State of Wyoming
Wyoming
$12K +$12K +331 New
M1FG
832
Mach-1 Financial Group
Arkansas
$12K +$12K +350 New
Nomura Holdings
833
Nomura Holdings
Japan
$11K -$1.21M -33,155 -99%
RAM
834
Riggs Asset Management
Pennsylvania
$11K – – –
TC
835
Trust Company
Kansas
$11K – – –
TSW
836
Thompson Siegel & Walmsley
Virginia
$11K – – –
AA
837
Ancora Advisors
Ohio
$11K +$4.63K +127 +73%
WPA
838
West Paces Advisors
Georgia
$10.5K +$1.55K +43 +17%
MGIM
839
M&G Investment Management
United Kingdom
$10.4K -$178 -4,955 -2%
PO
840
Private Ocean
California
$10K +$5K +150 +100%
BCM
841
Blume Capital Management
California
$9K – – –
WBC
842
West Branch Capital
Massachusetts
$9K – – –
TF
843
TimeScale Financial
Massachusetts
$9K – – –
PPWM
844
PFG Private Wealth Management
Florida
$9K – – –
HWM
845
HighMark Wealth Management
Minnesota
$9K – – –
RCM
846
Raleigh Capital Management
North Carolina
$9K – – –
SIC
847
Salem Investment Counselors
North Carolina
$9K – – –
DI
848
Disciplined Investments
Oklahoma
$9K +$285 +8 +3%
SWA
849
SOA Wealth Advisors
New York
$9K +$7.14K +200 +385%
CP
850
Castleview Partners
Texas
$8.71K -$49.7K -571 -85%
32 33
34
35 36