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

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$215M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$206M
4
CVA
4
Ceredex Value Advisors
Florida
$0
5
Ameriprise
5
Ameriprise
Minnesota
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
826
Western Wealth Management
Colorado
– -$268K -7,409 Closed
WA
827
Wambolt & Associates
Colorado
– -$267K -7,382 Closed
CIM
828
CIM Investment Management
Pennsylvania
– -$267K -7,379 Closed
BFG
829
Berger Financial Group
Minnesota
– -$266K -7,341 Closed
SMC
830
Smith, Moore & Co
Missouri
– -$265K -7,320 Closed
MCM
831
Mendel Capital Management
Arkansas
– -$263K -7,252 Closed
IC
832
IEQ Capital
California
– -$262K -7,231 Closed
CFG
833
Compton Financial Group
Maryland
– -$262K -7,226 Closed
MCIA
834
Mountain Capital Investment Advisors
Colorado
– -$268K -7,208 Closed
OWA
835
Octavia Wealth Advisors
Ohio
– -$258K -7,087 Closed
DWT
836
Dorsey & Whitney Trust
South Dakota
– -$256K -7,071 Closed
WC
837
Waterloo Capital
Texas
– -$256K -7,071 Closed
RFC
838
Regions Financial Corp
Alabama
– -$256K -7,067 Closed
WC
839
Weil Company
California
– -$256K -7,062 Closed
LPAM
840
Lodestar Private Asset Management
California
– -$256K -7,060 Closed
MWM
841
Modera Wealth Management
New Jersey
– -$254K -7,004 Closed
BWM
842
BigSur Wealth Management
Florida
– -$255K -7,000 Closed
SFC
843
Strategic Financial Concepts
Texas
– -$251K -6,943 Closed
PA
844
Profund Advisors
Maryland
– -$251K -6,922 Closed
DADC
845
D.A. Davidson & Co
Montana
– -$250K -6,910 Closed
B
846
Bridgeworth
Alabama
– -$250K -6,901 Closed
WWG
847
West Wealth Group
California
– -$248K -6,845 Closed
CW
848
Connectus Wealth
Ohio
– -$245K -6,775 Closed
SP
849
Successful Portfolios
Florida
– -$243K -6,723 Closed
IAIM
850
International Assets Investment Management
Florida
– -$242K -6,683 Closed
32 33
34
35 36