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Southwest Airlines
LUV

Overview Fund Activity

940 hedge funds and large institutions have $16.3B invested in Southwest Airlines in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 124 closing their positions.

Holders
940
Holders Change
-66
Holders Change %
-6.56%
% of All Funds
15.89%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
73
Increased
317
Reduced
351
Closed
124
Calls
$377M
Puts
$324M
Net Calls
+$52.7M
Net Calls Change
-$11.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.21B
2
Prudential Financial
2
Prudential Financial
New Jersey
$98.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$55.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.32B
5
Morgan Stanley
5
Morgan Stanley
New York
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$2.19M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$5.27M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$22.3M
4
SI
4
Scout Investments
Missouri
$38M
5
PAM
5
Panagora Asset Management
Massachusetts
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
1026
Lyell Wealth Management
California
– – -4,638 Closed
CCM
1027
Coldstream Capital Management
Washington
– – -4,549 Closed
T
1028
TOBAM
France
– – -4,529 Closed
SWM
1029
Segment Wealth Management
Texas
– – -4,528 Closed
SAM
1030
Seelaus Asset Management
New Jersey
– – -4,500 Closed
CIA
1031
Cladis Investment Advisory
Montana
– – -4,500 Closed
BFS
1032
Bradley Foster & Sargent
Connecticut
– – -4,488 Closed
TA
1033
Tiedemann Advisors
New York
– – -4,480 Closed
GC
1034
GFG Capital
Florida
– – -4,442 Closed
EGA
1035
E&G Advisors
Texas
– – -4,425 Closed
RBFC
1036
Roman Butler Fullerton & Co
Missouri
– – -4,383 Closed
SAS
1037
Sanford Advisory Services
Michigan
– – -4,366 Closed
CSIA
1038
Carl Stuart Investment Advisor
Texas
– – -3,457 Closed
BFC
1039
Bedel Financial Consulting
Indiana
– – -1,659 Closed
HA
1040
Herold Advisors
New York
– – -1,600 Closed
RFWA
1041
RPg Family Wealth Advisory
Massachusetts
– – -1,464 Closed
OCM
1042
Orion Capital Management
California
– – -1,000 Closed
ADL
1043
Asset Dedication LLC
California
– – -723 Closed
T
1044
TCWP
Ohio
– – -594 Closed
GAM
1045
Gemmer Asset Management
California
– – -503 Closed
PAG
1046
Paladin Advisory Group
Iowa
– – -464 Closed
VAM
1047
Vienna Asset Management
California
– – -396 Closed
CCA
1048
Column Capital Advisors
Indiana
$0 10 -199 -95%
FFA
1049
Freedman Financial Associates
Massachusetts
– – -193 Closed
DC
1050
DeDora Capital
California
– – -192 Closed
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