Southwest Airlines
719 hedge funds and large institutions have $23B invested in Southwest Airlines in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 237 increasing their positions, 304 reducing their positions, and 59 closing their positions.
59% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 59
4% more funds holding
Funds holding: 693 → 719 (+26)
0.11% more ownership
Funds ownership: 77.02% → 77.13% (+0.11%)
3% less capital invested
Capital invested by funds: $23.8B → $23B (-$764M)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
22% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 304
25% less call options, than puts
Call options by funds: $141M | Put options by funds: $186M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$295M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$200M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$72.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$66.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$1.71B |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$119M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$96.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$91M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$87.8M |
LUV Hedge Fund Activity: Q1 2015 in Review
719 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2015, worth a combined $23B — down 3.2% from $23.8B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LUV positions and 59 closed out — a net gain of 35 holders — while 237 added to existing stakes and 304 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $295M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.71B sold.
- 719 institutional investors held Southwest Airlines (LUV) as of Q1 2015, up from 693 in Q4 2014.
- Funds reported $23B of Southwest Airlines stock for Q1 2015, down 3.2% quarter-over-quarter.
- 94 funds opened new Southwest Airlines positions in Q1 2015 and 59 closed out, a net change of +35 holders.
- The largest Southwest Airlines buyer in Q1 2015 was Capital World Investors, an estimated $295M added.
- The largest Southwest Airlines seller in Q1 2015 was Americafirst Capital Management, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2015.