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Southwest Airlines
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Overview Fund Activity

848 hedge funds and large institutions have $16.9B invested in Southwest Airlines in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 348 reducing their positions, and 83 closing their positions.

Holders
848
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
13.38%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
90
Increased
233
Reduced
348
Closed
83
Calls
$387M
Puts
$497M
Net Calls
-$109M
Net Calls Change
+$6.67M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$549M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$409M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$930M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$85.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$346M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$1.2B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$970K
4
CVA
4
Ceredex Value Advisors
Florida
$43.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
901
Robeco Institutional Asset Management
Netherlands
– – -6,584 Closed
WSFS
902
Wilmington Savings Fund Society
Delaware
– – -6,473 Closed
TC
903
Telemus Capital
Michigan
– – -6,286 Closed
IG
904
ING Group
Netherlands
– – -6,286 Closed
IFU
905
iSAM Funds (UK)
United Kingdom
– – -6,253 Closed
IAIM
906
Industrial Alliance Investment Management
Quebec, Canada
– – -4,740 Closed
KI
907
Kapitalo Investimentos
Brazil
– – -4,287 Closed
TWA
908
TCI Wealth Advisors
Arizona
– – -3,776 Closed
VWM
909
Venturi Wealth Management
Texas
– – -2,698 Closed
AWM
910
Accel Wealth Management
Iowa
– – -1,059 Closed
FNBOSM
911
First National Bank of South Miami
Florida
– – -977 Closed
TCWA
912
Ten Capital Wealth Advisors
Washington
– – -807 Closed
MCI
913
MRP Capital Investments
Georgia
– – -700 Closed
MIA
914
Milestone Investment Advisors
Wisconsin
– – -700 Closed
CCMI
915
Creative Capital Management Investments
California
– – -630 Closed
ATC
916
Adirondack Trust Company
New York
– – -465 Closed
AIM
917
Achmea Investment Management
Netherlands
– – -404 Closed
RAM
918
Riggs Asset Management
Pennsylvania
– – -300 Closed
SC
919
Schubert & Co
Texas
– – -299 Closed
NHT
920
New Hampshire Trust
New Hampshire
– – -295 Closed
GFWA
921
Grey Fox Wealth Advisors
Delaware
– – -220 Closed
SSC
922
Syverson Strege & Co
Iowa
– – -200 Closed
ONST
923
Old North State Trust
North Carolina
– – -192 Closed
JIR
924
James Investment Research
Ohio
– – -104 Closed
OAJ
925
Ogorek Anthony Joseph
New York
– – -100 Closed
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