Southwest Airlines
514 hedge funds and large institutions have $13.3B invested in Southwest Airlines in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 199 reducing their positions, and 42 closing their positions.
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
24% more capital invested
Capital invested by funds: $10.8B → $13.3B (+$2.53B)
2% more funds holding
Funds holding: 505 → 514 (+9)
7% more call options, than puts
Call options by funds: $59.9M | Put options by funds: $56M
1% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 199
1.68% less ownership
Funds ownership: 81.73% → 80.05% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$148M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$60.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$179M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$96.3M |
| 3 |
Renaissance Technologies
New York
|
-$79.9M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$75.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$65.2M |
LUV Hedge Fund Activity: Q1 2014 in Review
514 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2014, worth a combined $13.3B — up 24% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LUV positions and 42 closed out — a net gain of 21 holders — while 197 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $190M. The largest seller was Diamond Hill Capital Management, cutting an estimated $179M.
- 514 institutional investors held Southwest Airlines (LUV) as of Q1 2014, up from 505 in Q4 2013.
- Funds reported $13.3B of Southwest Airlines stock for Q1 2014, up 24% quarter-over-quarter.
- 63 funds opened new Southwest Airlines positions in Q1 2014 and 42 closed out, a net change of +21 holders.
- The largest Southwest Airlines buyer in Q1 2014 was Fidelity Investments, an estimated $190M added.
- The largest Southwest Airlines seller in Q1 2014 was Diamond Hill Capital Management, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2014.