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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.

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 Market Value Shares Shares
Change 		Shares
Change %
IAA
851
Independent Advisor Alliance
North Carolina
$5.98K 177,693 -6,198 -3%
CAC
852
Core Alternative Capital
Georgia
$5.96K 177 – –
BWM
853
BerganKDV Wealth Management
Minnesota
$5.95K 177 – –
LWA
854
Lowe Wealth Advisors
Maryland
$5.89K 175 – –
CB
855
Centennial Bank
Arkansas
$5.49K 163 +163 New
FA
856
Fiduciary Alliance
South Carolina
$5.39K 160 +160 New
BIA
857
Bell Investment Advisors
California
$5.29K 157 +144 +1,108%
LSA
858
Lansing Street Advisors
Pennsylvania
$5.25K 156 +154 +7,700%
TCM
859
Tradewinds Capital Management
Washington
$5.12K 152 – –
PO
860
Private Ocean
California
$5.05K 150 -150 -50%
POIA
861
Pin Oak Investment Advisors
Texas
$5K 162 – –
AAG
862
Armstrong Advisory Group
Massachusetts
$4.92K 146 +146 New
MHR
863
Matthew Hamilton Rosenberg
$4.85K 144 – –
BBPWM
864
Blue Bell Private Wealth Management
Pennsylvania
$4.71K 140 – –
BWL
865
Bogart Wealth LLC
Virginia
$4.55K 135 -650 -83%
FA
866
Financial Avengers
California
$4.45K 132 – –
GG
867
Gleason Group
Kentucky
$4.41K 131 – –
CBT
868
Central Bank & Trust
Kentucky
$4.41K 131 +131 New
SC
869
SouthState Corp
Florida
$4.21K 125 – –
AIM
870
Anchor Investment Management
South Carolina
$4.14K 123 – –
RG
871
Retirement Group
California
$4K 137 +28 +26%
JIR
872
James Investment Research
Ohio
$4K 104 +104 New
HB
873
Horizon Bancorp
Indiana
$4K 110 +110 New
JWM
874
Janiczek Wealth Management
Colorado
$3.99K 108 – –
FWM
875
Focused Wealth Management
New York
$3.75K 111 – –
33 34
35
36 37