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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 %
HH
901
HWG Holdings
Texas
$1K 32 – –
IBOK
902
Independence Bank of Kentucky
Kentucky
$1K 26 +26 New
PWS
903
Paragon Wealth Strategies
Florida
$943 28 – –
PAG
904
Private Advisor Group
New Jersey
$859 25,502 -1,395 -5%
ACP
905
Arcus Capital Partners
Georgia
$842 25 +25 New
ECM
906
Everence Capital Management
Indiana
$835 24,810 -9,880 -28%
APC
907
Aspire Private Capital
North Carolina
$741 22 – –
RWPA
908
Richard W. Paul & Associates
Michigan
$741 22 +22 New
DSC
909
Duncker Streett & Co
Missouri
$673 20 – –
TWP
910
TFO Wealth Partners
Ohio
$641 14 -3,628 -100%
TCA
911
Trifecta Capital Advisors
Illinois
$572 17 +17 New
CCA
912
Column Capital Advisors
Indiana
$344 10 – –
HWP
913
Highline Wealth Partners
California
$337 10 +10 New
EBA
914
Eagle Bay Advisors
New York
$168 5 – –
LWANC
915
Laurel Wealth Advisors (North Carolina)
North Carolina
$102 3 +3 New
FGAM
916
Financial Gravity Asset Management
Texas
$50 34 -28 -45%
FA
917
Fortis Advisors
Pennsylvania
$34 1 – –
Marshall Wace
918
Marshall Wace
United Kingdom
– – -597,487 Closed
Assenagon Asset Management
919
Assenagon Asset Management
Luxembourg
– – -432,518 Closed
ZP
920
Zimmer Partners
New York
– – -312,500 Closed
MCM
921
Moore Capital Management
New York
– – -183,468 Closed
TI
922
Trexquant Investment
Connecticut
– – -166,223 Closed
BTCPP
923
Border to Coast Pensions Partnership
United Kingdom
– – -159,210 Closed
GAM
924
Gotham Asset Management
New York
– – -116,890 Closed
CAM
925
Crake Asset Management
United Kingdom
– – -113,779 Closed
35 36
37
38 39