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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 %
LSV Asset Management
976
LSV Asset Management
Illinois
– – -2,600 Closed
HGERS
977
Householder Group Estate & Retirement Specialist
Arizona
– – -2,249 Closed
GWSG
978
GPS Wealth Strategies Group
Colorado
– – -2,075 Closed
AIM
979
Axiom Investment Management
New York
– – -968 Closed
CL
980
COWA LLC
Oklahoma
– – -900 Closed
SWM
981
Sugarloaf Wealth Management
Georgia
– – -888 Closed
HR
982
Howe & Rusling
New York
– – -834 Closed
SAM
983
Selway Asset Management
– – -700 Closed
MA
984
MUFG Americas
New York
– – -695 Closed
PWC
985
PYA Waltman Capital
Tennessee
– – -545 Closed
FPB
986
First PREMIER Bank
South Dakota
– – -450 Closed
NC
987
NewSquare Capital
Pennsylvania
– – -400 Closed
PFA
988
Professional Financial Advisors
Nebraska
– – -350 Closed
SFO
989
Standard Family Office
South Dakota
– – -300 Closed
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -200 Closed
SPWG
991
Sage Private Wealth Group
Illinois
– – -200 Closed
CWM
992
Castle Wealth Management
Florida
– – -200 Closed
HNWAG
993
High Net Worth Advisory Group
Florida
– – -200 Closed
JGIA
994
Jackson Grant Investment Advisers
Connecticut
– – -172 Closed
JWBC
995
John W. Brooker & Co
California
– – -108 Closed
DFCM
996
Dark Forest Capital Management
Puerto Rico
– – -105 Closed
ODG
997
O'Dell Group
Ohio
– – -102 Closed
EC
998
EdgeRock Capital
Colorado
– – -100 Closed
PG
999
Proffitt & Goodson
Tennessee
– – -65 Closed
WWM
1000
Wagner Wealth Management
South Carolina
– – -64 Closed
37 38 39
40
41