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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 %
APC
826
Aspire Private Capital
North Carolina
$716 22 – –
DSC
827
Duncker Streett & Co
Missouri
$651 20 – –
PCM
828
Pointe Capital Management
Michigan
$651 20 +20 New
CWA
829
Carolina Wealth Advisors
South Carolina
$651 20 +20 New
First Manhattan
830
First Manhattan
New York
$585 18 -482 -96%
SIC
831
SJS Investment Consulting
Ohio
$554 17 -34 -67%
TCA
832
Trifecta Capital Advisors
Illinois
$554 17 – –
NIC
833
Northwest Investment Counselors
Oregon
$493 15 +15 New
TFM
834
TFC Financial Management
Massachusetts
$456 14 +14 New
MIM
835
Macroview Investment Management
Maryland
$198 6 -316 -98%
EBA
836
Eagle Bay Advisors
New York
$163 5 – –
TWP
837
TFO Wealth Partners
Ohio
$130 4 -10 -71%
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$99 4 +1 +33%
FGAM
839
Financial Gravity Asset Management
Texas
$85 33 -1 -3%
Kayne Anderson Rudnick Investment Management
840
Kayne Anderson Rudnick Investment Management
California
$65 2 +2 New
FA
841
Fortis Advisors
Pennsylvania
$33 1 – –
HPC
842
HM Payson & Co
Maine
$22 1 +1 New
EWP
843
Elevation Wealth Partners
California
– – – –
SFCL
844
Strengthening Families & Communities LLC
Massachusetts
$2 67 – –
Arrowstreet Capital
845
Arrowstreet Capital
Massachusetts
– – -1,910,019 Closed
OAG
846
Orbis Allan Gray
Bermuda
– – -1,084,436 Closed
Qube Research & Technologies (QRT)
847
Qube Research & Technologies (QRT)
United Kingdom
– – -1,054,839 Closed
CI
848
Clal Insurance
Israel
– – -541,550 Closed
FP
849
Foundry Partners
Minnesota
– – -503,856 Closed
VRS
850
Virginia Retirement Systems
Virginia
– – -466,400 Closed
32 33
34
35 36