Southwest Airlines
LUV
747 hedge funds and large institutions have $24B invested in Southwest Airlines in 2015 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 228 increasing their positions, 288 reducing their positions, and 50 closing their positions.
154% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 50
61% more call options, than puts
Call options by funds: $274M | Put options by funds: $170M
14% more capital invested
Capital invested by funds: $21.1B → $24B (+$2.9B)
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
10% more funds holding
Funds holding: 680 → 747 (+67)
1.16% more ownership
Funds ownership: 77.21% → 78.38% (+1.2%)
21% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 2 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$118M |
| 3 |
SIG
Senator Investment Group
New York
|
+$111M |
| 4 |
Bank of New York Mellon
New York
|
+$106M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$76.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$146M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$135M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$131M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$59.9M |
| 5 |
SFM
Soros Fund Management
New York
|
-$50.9M |
LUV Hedge Fund Activity: Q4 2015 in Review
747 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2015, worth a combined $24B — up 14% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new LUV positions and 50 closed out — a net gain of 77 holders — while 228 added to existing stakes and 288 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Janus Henderson Investors US, cutting an estimated $146M.
- 747 institutional investors held Southwest Airlines (LUV) as of Q4 2015, up from 680 in Q3 2015.
- Funds reported $24B of Southwest Airlines stock for Q4 2015, up 14% quarter-over-quarter.
- 127 funds opened new Southwest Airlines positions in Q4 2015 and 50 closed out, a net change of +77 holders.
- The largest Southwest Airlines buyer in Q4 2015 was Fidelity Investments, an estimated $196M added.
- The largest Southwest Airlines seller in Q4 2015 was Janus Henderson Investors US, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2015.