Southwest Airlines
726 hedge funds and large institutions have $18.3B invested in Southwest Airlines in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 253 increasing their positions, 289 reducing their positions, and 91 closing their positions.
81% more call options, than puts
Call options by funds: $261M | Put options by funds: $144M
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
0.05% less ownership
Funds ownership: 76.53% → 76.48% (-0.05%)
5% less capital invested
Capital invested by funds: $19.2B → $18.3B (-$902M)
3% less funds holding
Funds holding: 750 → 726 (-24)
12% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 289
18% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 91
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$450M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$117M |
| 3 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
-$110M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$78.6M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$76.3M |
LUV Hedge Fund Activity: Q3 2016 in Review
726 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2016, worth a combined $18.3B — down 4.7% from $19.2B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of LUV and 75 opened new positions — a net loss of 16 holders — while 289 trimmed existing stakes and 253 added.
The largest buyer was JP Morgan Chase, adding an estimated $151M. The largest seller was Fidelity Investments, cutting an estimated $450M.
- 726 institutional investors held Southwest Airlines (LUV) as of Q3 2016, down from 750 in Q2 2016.
- Funds reported $18.3B of Southwest Airlines stock for Q3 2016, down 4.7% quarter-over-quarter.
- 75 funds opened new Southwest Airlines positions in Q3 2016 and 91 closed out, a net change of -16 holders.
- The largest Southwest Airlines buyer in Q3 2016 was JP Morgan Chase, an estimated $151M added.
- The largest Southwest Airlines seller in Q3 2016 was Fidelity Investments, an estimated $450M sold.
Based on aggregated 13F filings for Q3 2016.