Southwest Airlines
LUV
789 hedge funds and large institutions have $14B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 217 increasing their positions, 324 reducing their positions, and 89 closing their positions.
36% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 89
8% more capital invested
Capital invested by funds: $12.9B → $14B (+$1.02B)
3% more funds holding
Funds holding: 766 → 789 (+23)
0.79% more ownership
Funds ownership: 80.25% → 81.04% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
23% less call options, than puts
Call options by funds: $477M | Put options by funds: $620M
33% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 324
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$246M |
| 2 |
Morgan Stanley
New York
|
+$187M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.7M |
| 4 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$32.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$215M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$184M |
| 3 |
JP Morgan Chase
New York
|
-$119M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$53M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.6M |
LUV Hedge Fund Activity: Q4 2023 in Review
789 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2023, worth a combined $14B — up 7.9% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new LUV positions and 89 closed out — a net gain of 32 holders — while 217 added to existing stakes and 324 trimmed.
The largest buyer was Capital World Investors, adding an estimated $246M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $215M sold.
- 789 institutional investors held Southwest Airlines (LUV) as of Q4 2023, up from 766 in Q3 2023.
- Funds reported $14B of Southwest Airlines stock for Q4 2023, up 7.9% quarter-over-quarter.
- 121 funds opened new Southwest Airlines positions in Q4 2023 and 89 closed out, a net change of +32 holders.
- The largest Southwest Airlines buyer in Q4 2023 was Capital World Investors, an estimated $246M added.
- The largest Southwest Airlines seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $215M sold.
Based on aggregated 13F filings for Q4 2023.