Southwest Airlines
LUV
996 hedge funds and large institutions have $19.4B invested in Southwest Airlines in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 310 increasing their positions, 360 reducing their positions, and 166 closing their positions.
1% less call options, than puts
Call options by funds: $711M | Put options by funds: $715M
0.73% less ownership
Funds ownership: 77.46% → 76.73% (-0.73%)
10% less first-time investments, than exits
New positions opened: 150 | Existing positions closed: 166
3% less funds holding
Funds holding: 1,028 → 996 (-32)
14% less repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 360
17% less capital invested
Capital invested by funds: $23.5B → $19.4B (-$4.11B)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$432M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$135M |
| 3 |
JP Morgan Chase
New York
|
+$78.2M |
| 4 |
Millennium Management
New York
|
+$74.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$180M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$138M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$98.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$87.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$83.3M |
LUV Hedge Fund Activity: Q4 2021 in Review
996 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2021, worth a combined $19.4B — down 17% from $23.5B a quarter earlier.
Sellers outnumbered buyers: 166 funds closed out of LUV and 150 opened new positions — a net loss of 16 holders — while 360 trimmed existing stakes and 310 added.
The largest buyer was Vanguard Group, adding an estimated $432M. The largest seller was T. Rowe Price Associates, cutting an estimated $180M.
- 996 institutional investors held Southwest Airlines (LUV) as of Q4 2021, down from 1,028 in Q3 2021.
- Funds reported $19.4B of Southwest Airlines stock for Q4 2021, down 17% quarter-over-quarter.
- 150 funds opened new Southwest Airlines positions in Q4 2021 and 166 closed out, a net change of -16 holders.
- The largest Southwest Airlines buyer in Q4 2021 was Vanguard Group, an estimated $432M added.
- The largest Southwest Airlines seller in Q4 2021 was T. Rowe Price Associates, an estimated $180M sold.
Based on aggregated 13F filings for Q4 2021.