Southwest Airlines
451 hedge funds and large institutions have $8.41B invested in Southwest Airlines in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 183 reducing their positions, and 52 closing their positions.
294% more call options, than puts
Call options by funds: $46.6M | Put options by funds: $11.8M
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more capital invested
Capital invested by funds: $7.4B → $8.41B (+$1.01B)
1.99% more ownership
Funds ownership: 79.61% → 81.6% (+2%)
6% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 52
2% less funds holding
Funds holding: 459 → 451 (-8)
16% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$98.9M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$50.4M |
| 3 |
Axa
Paris,
France
|
+$42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$90.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$75.1M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$36.9M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$22.7M |
LUV Hedge Fund Activity: Q3 2013 in Review
451 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2013, worth a combined $8.41B — up 14% from $7.4B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of LUV and 49 opened new positions — a net loss of 3 holders — while 183 trimmed existing stakes and 153 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $98.9M. The largest seller was Acadian Asset Management, cutting an estimated $90.1M.
- 451 institutional investors held Southwest Airlines (LUV) as of Q3 2013, down from 459 in Q2 2013.
- Funds reported $8.41B of Southwest Airlines stock for Q3 2013, up 14% quarter-over-quarter.
- 49 funds opened new Southwest Airlines positions in Q3 2013 and 52 closed out, a net change of -3 holders.
- The largest Southwest Airlines buyer in Q3 2013 was Janus Henderson Investors US, an estimated $98.9M added.
- The largest Southwest Airlines seller in Q3 2013 was Acadian Asset Management, an estimated $90.1M sold.
Based on aggregated 13F filings for Q3 2013.