We are live on ! Find out more
LUV icon

Southwest Airlines

881 hedge funds and large institutions have $28B invested in Southwest Airlines in 2018 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 280 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $427M | Put options by funds: $279M

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

22% more capital invested

Capital invested by funds: $22.9B → $28B (+$5.11B)

1% more funds holding

Funds holding: 868881 (+13)

0.71% more ownership

Funds ownership: 77.73%78.44% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

21% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 355

Holders
881
Holders Change
+13
Holders Change %
+1.5%
% of All Funds
20.14%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
100
Increased
280
Reduced
355
Closed
81
Calls
$427M
Puts
$279M
Net Calls
+$148M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
376
James Investment Research
Ohio
$1.57M -$334K -5,705 -18%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$1.56M +$241K +4,118 +20%
PIM
378
Profit Investment Management
Maryland
$1.55M +$40.9K +700 +3%
PA
379
Profund Advisors
Maryland
$1.54M +$266K +4,556 +23%
Nomura Asset Management
380
Nomura Asset Management
Japan
$1.52M -$3.27K -56 -0.2%
MML Investors Services
381
MML Investors Services
Massachusetts
$1.52M +$231K +3,948 +19%
WIC
382
Woodmont Investment Counsel
Tennessee
$1.51M -$26.7K -457 -2%
Public Sector Pension Investment Board (PSP Investments)
383
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$363K -6,200 -20%
GIA
384
Gateway Investment Advisers
Ohio
$1.51M -$20.6K -352 -1%
WFG
385
Wills Financial Group
Virginia
$1.5M
CA
386
Cetera Advisors
Colorado
$1.49M +$197K +3,376 +16%
MSV
387
MN Services Vermogensbeheer
Netherlands
$1.47M
CI
388
CX Institutional
Indiana
$1.45M +$1.36M +23,216 New
FMTCOCP
389
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.44M -$5.85K -100 -0.4%
Skandinaviska Enskilda Banken (SEB)
390
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.41M +$93.6K +1,600 +8%
Mitsubishi UFJ Asset Management
391
Mitsubishi UFJ Asset Management
Japan
$1.39M -$367K -6,282 -22%
FCI
392
Financial Counselors Inc
Kansas
$1.38M -$57.4K -981 -4%
KRS
393
Kentucky Retirement Systems
Kentucky
$1.37M -$40.1K -685 -3%
SIM
394
Sonora Investment Management
Arizona
$1.37M +$119K +2,034 +10%
CCMT
395
CMT Capital Markets Trading
Germany
$1.36M +$634K +10,844 +99%
PA
396
Parallel Advisors
California
$1.35M +$11.3K +193 +0.9%
SIC
397
Salem Investment Counselors
North Carolina
$1.34M -$76K -1,300 -6%
LMGAM
398
Liberty Mutual Group Asset Management
Massachusetts
$1.33M
FMT
399
First Mercantile Trust
Tennessee
$1.33M -$114K -1,956 -8%
SLI
400
Sumitomo Life Insurance
Japan
$1.33M -$28.8K -493 -2%

LUV Hedge Fund Activity: Q3 2018 in Review

881 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2018, worth a combined $28B — up 22% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LUV positions and 81 closed out — a net gain of 19 holders — while 280 added to existing stakes and 355 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Point72 Asset Management, cutting an estimated $138M.

  • 881 institutional investors held Southwest Airlines (LUV) as of Q3 2018, up from 868 in Q2 2018.
  • Funds reported $28B of Southwest Airlines stock for Q3 2018, up 22% quarter-over-quarter.
  • 100 funds opened new Southwest Airlines positions in Q3 2018 and 81 closed out, a net change of +19 holders.
  • The largest Southwest Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $200M added.
  • The largest Southwest Airlines seller in Q3 2018 was Point72 Asset Management, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2018.