Southwest Airlines
LUV
1,028 hedge funds and large institutions have $23.5B invested in Southwest Airlines in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 371 increasing their positions, 343 reducing their positions, and 93 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
18% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 93
12% more call options, than puts
Call options by funds: $741M | Put options by funds: $662M
8% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 343
0% less funds holding
Funds holding: 1,030 → 1,028 (-2)
0.24% less ownership
Funds ownership: 77.7% → 77.46% (-0.24%)
3% less capital invested
Capital invested by funds: $24.3B → $23.5B (-$725M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$259M |
| 2 |
Lazard Asset Management
New York
|
+$143M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$141M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$97.1M |
| 5 |
JP Morgan Chase
New York
|
+$92.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$286M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$170M |
| 3 |
BlackRock
New York
|
-$113M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$90.5M |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
-$88.9M |
LUV Hedge Fund Activity: Q3 2021 in Review
1,028 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2021, worth a combined $23.5B — down 3% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new LUV positions and 93 closed out — a net gain of 17 holders — while 371 added to existing stakes and 343 trimmed.
The largest buyer was Ameriprise, adding an estimated $259M. The largest seller was Parnassus Investments, exiting entirely with an estimated $286M sold.
- 1,028 institutional investors held Southwest Airlines (LUV) as of Q3 2021, down from 1,030 in Q2 2021.
- Funds reported $23.5B of Southwest Airlines stock for Q3 2021, down 3% quarter-over-quarter.
- 110 funds opened new Southwest Airlines positions in Q3 2021 and 93 closed out, a net change of +17 holders.
- The largest Southwest Airlines buyer in Q3 2021 was Ameriprise, an estimated $259M added.
- The largest Southwest Airlines seller in Q3 2021 was Parnassus Investments, an estimated $286M sold.
Based on aggregated 13F filings for Q3 2021.