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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 %
CASC
951
Coppell Advisory Solutions Corp
Texas
– – -1,372 Closed
CAS
952
Coppell Advisory Solutions
Texas
– – -1,372 Closed
HT
953
Headlands Technologies
Illinois
– – -1,369 Closed
AF
954
Affiance Financial
Minnesota
– – -667 Closed
HFM
955
Harvest Fund Management
China
– – -645 Closed
CS
956
Comerica Securities
Michigan
– – -645 Closed
HS
957
Horan Securities
United States
– – -592 Closed
DWP
958
Destiny Wealth Partners
Florida
– – -500 Closed
MSCM
959
McElhenny Sheffield Capital Management
Texas
– – -440 Closed
DCP
960
Distillate Capital Partners
Illinois
– – -317 Closed
AWM
961
Accurate Wealth Management
Florida
– – -310 Closed
NSB
962
Norway Savings Bank
Maine
– – -203 Closed
FA
963
Fiduciary Alliance
South Carolina
– – -160 Closed
MHR
964
Matthew Hamilton Rosenberg
– – -144 Closed
CBT
965
Central Bank & Trust
Kentucky
– – -131 Closed
SC
966
SouthState Corp
Florida
– – -125 Closed
CAL
967
Capital Analysts LLC
Pennsylvania
– – -100 Closed
RFS
968
Retirement Financial Solutions
Tennessee
– – -100 Closed
ICM
969
Islay Capital Management
Texas
– – -97 Closed
BONH
970
Bank of New Hampshire
New Hampshire
– – -72 Closed
BFPW
971
BOK Financial Private Wealth
Colorado
– – -70 Closed
PWS
972
Paragon Wealth Strategies
Florida
– – -28 Closed
ACP
973
Arcus Capital Partners
Georgia
– – -25 Closed
SC
974
Sierra Capital
Florida
– – -20 Closed
HWP
975
Highline Wealth Partners
California
– – -10 Closed
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