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Southwest Airlines
LUV

Overview Fund Activity

844 hedge funds and large institutions have $14.7B invested in Southwest Airlines in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 326 reducing their positions, and 132 closing their positions.

Holders
844
Holders Change
-73
Holders Change %
-7.96%
% of All Funds
13.51%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
77
Increased
282
Reduced
326
Closed
132
Calls
$242M
Puts
$357M
Net Calls
-$116M
Net Calls Change
-$88.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$716M
2
PTC
2
Provident Trust Company
Wisconsin
$218M
3
Capital World Investors
3
Capital World Investors
California
$108M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.1M
5
CVA
5
Ceredex Value Advisors
Florida
$84.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$25M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.18M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
926
Johnson Investment Counsel
Ohio
– – -8,192 Closed
MPW
927
MGO Private Wealth
California
– – -8,000 Closed
FA
928
Fiducient Advisors
Illinois
– – -7,505 Closed
BPC
929
Banque Pictet & Cie
Switzerland
– – -7,225 Closed
CCM
930
Coldstream Capital Management
Washington
– – -7,139 Closed
BCM
931
Brookstone Capital Management
Illinois
– – -7,138 Closed
OTL
932
Oak Thistle LLC
New York
– – -7,068 Closed
WAM
933
Watershed Asset Management
California
– – -7,024 Closed
SWA
934
SFMG Wealth Advisors
Texas
– – -6,896 Closed
ACA
935
Ackerman Capital Advisors
Texas
– – -6,612 Closed
G
936
GenTrust
Florida
– – -6,590 Closed
BFG
937
Bleakley Financial Group
New Jersey
– – -6,530 Closed
CCI
938
Credit Capital Investments
New Jersey
– – -6,400 Closed
Brown Advisory
939
Brown Advisory
Maryland
– – -6,226 Closed
SFG
940
Sovereign Financial Group
Connecticut
– – -6,132 Closed
RI
941
Rinkey Investments
California
– – -6,100 Closed
KFS
942
Kaizen Financial Strategies
California
– – -6,070 Closed
LMKC
943
L.M. Kohn & Company
Ohio
– – -6,023 Closed
RSWM
944
Robertson Stephens Wealth Management
California
– – -6,010 Closed
PMAM
945
Picton Mahoney Asset Management
Ontario, Canada
– – -6,001 Closed
O
946
Ossiam
France
– – -3,042 Closed
MS
947
Madden Securities
Texas
– – -2,700 Closed
ETC
948
Exchange Traded Concepts
Oklahoma
– – -2,423 Closed
RBC
949
Romano Brothers & Co
Illinois
– – -2,274 Closed
DCM
950
Dupont Capital Management
Delaware
– – -1,466 Closed
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38
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