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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 %
RIM
851
Rockbridge Investment Management
New York
$8.71K -$28.9K -800 -77%
CWP
852
Concord Wealth Partners
Virginia
$8K – – –
RA
853
Rise Advisors
New York
$8K – – –
KFI
854
Key Financial Inc
Pennsylvania
$8K – – –
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$8K +$2.02K +58 +34%
CCM
856
Covington Capital Management
California
$7K -$399 -11 -5%
JMF
857
Johnson Midwest Financial
Iowa
$7K – – –
CP
858
Corbenic Partners
Pennsylvania
$7K – – –
SSC
859
Syverson Strege & Co
Iowa
$7K – – –
NSB
860
Norway Savings Bank
Maine
$7K – – –
SAM
861
Strategic Asset Management
Minnesota
$7K – – –
FCG
862
Financial Connections Group
California
$7K – – –
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
BWP
864
Baldwin Wealth Partners
Massachusetts
$7K – – –
BI
865
Bramshill Investments
Florida
$7K +$7K +145 New
LC
866
Legacy CG
Texas
$7K +$7K +200 New
CWM
867
Castle Wealth Management
Florida
$7K +$7K +200 New
VVP
868
Venture Visionary Partners
Ohio
$6.61K +$6.61K +183 New
SC
869
Stephens Consulting
Michigan
$6.54K – – –
BWM
870
BerganKDV Wealth Management
Minnesota
$6K – – –
IA
871
IFS Advisors
Kansas
$6K – – –
POIA
872
Pin Oak Investment Advisors
Texas
$6K – – –
LWA
873
Lowe Wealth Advisors
Maryland
$6K – – –
HCP
874
Hexagon Capital Partners
Arkansas
$6K – – –
CAC
875
Core Alternative Capital
Georgia
$6K +$1.42K +42 +31%
33 34
35
36 37