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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 %
SWA
826
SOA Wealth Advisors
New York
$8.42K – – –
PP
827
PFS Partners
New Jersey
$8.42K – – –
HWM
828
HighMark Wealth Management
Minnesota
$8.42K – – –
RCM
829
Raleigh Capital Management
North Carolina
$8.35K -$202 -6 -2%
PPWM
830
PFG Private Wealth Management
Florida
$8K – – –
DI
831
Disciplined Investments
Oklahoma
$7.98K +$269 +8 +3%
TF
832
TimeScale Financial
Massachusetts
$7.77K – – –
CWP
833
Concord Wealth Partners
Virginia
$7.74K +$7.74K +230 New
RA
834
Rise Advisors
New York
$7.62K – – –
MRCM
835
M&R Capital Management
New Jersey
$7.44K – – –
CTB
836
Country Trust Bank
Illinois
$7.14K -$26.9K -800 -79%
CT
837
Cambridge Trust
Massachusetts
$7K -$37.3K -1,065 -84%
AA
838
Ancora Advisors
Ohio
$7K – – –
BAMF
839
BI Asset Management Fondsmaeglerselskab
Denmark
$7K +$7K +216 New
NSB
840
Norway Savings Bank
Maine
$6.84K – – –
CWA
841
Clearview Wealth Advisors
Oregon
$6.8K -$8.42K -250 -55%
SSC
842
Syverson Strege & Co
Iowa
$6.73K – – –
KC
843
Kenfarb & Co
Kentucky
$6.73K – – –
KFI
844
Key Financial Inc
Pennsylvania
$6.51K – – –
IA
845
IFS Advisors
Kansas
$6.46K – – –
BWP
846
Baldwin Wealth Partners
Massachusetts
$6.4K – – –
SC
847
Stephens Consulting
Michigan
$6.09K – – –
JMF
848
Johnson Midwest Financial
Iowa
$6K – – –
ONST
849
Old North State Trust
North Carolina
$6K – – –
FCG
850
Financial Connections Group
California
$6K – – –
32 33
34
35 36