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Southwest Airlines
LUV

912 hedge funds and large institutions have $30.8B invested in Southwest Airlines in 2017 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 259 increasing their positions, 333 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 62

48% more funds holding in top 10

Funds holding in top 10: 21 → 31 (+10)

33% more call options, than puts

Call options by funds: $529M | Put options by funds: $398M

17% more capital invested

Capital invested by funds: $26.4B → $30.8B (+$4.41B)

14% more funds holding

Funds holding: 801 → 912 (+111)

1.06% more ownership

Funds ownership: 78.43% → 79.49% (+1.1%)

22% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 333

Holders
912
Holders Change
+111
Holders Change %
+13.86%
% of All Funds
20.68%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.7%
New
179
Increased
259
Reduced
333
Closed
62
Calls
$529M
Puts
$398M
Net Calls
+$132M
Net Calls Change
+$85.8M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$196M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$153M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$137M
4
Goldman Sachs
Goldman Sachs
New York
+$74.7M
5
ABC
Anchor Bolt Capital
Illinois
+$54.6M

Top Sellers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$84.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.7M
5
MWNA
Marshall Wace North America
New York
-$50.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNG
451
Manning & Napier Group
New York
$1.22M +$1.09M +18,576 New
SLAM
452
Swiss Life Asset Management
$1.21M +$502K +8,532 +85%
CTC
453
Central Trust Company
Missouri
$1.19M – – –
Mirae Asset Global Investments
454
Mirae Asset Global Investments
South Korea
$1.19M +$1.07M +18,117 New
LW
455
Linscomb Wealth
Texas
$1.18M – – –
B
456
BP
United Kingdom
$1.18M – – –
NAM
457
Nissay Asset Management
Japan
$1.17M +$1.05M +17,862 New
AP
458
Advisor Partners
California
$1.16M +$120K +2,033 +13%
Pacer Advisors
459
Pacer Advisors
Pennsylvania
$1.16M +$381K +6,483 +58%
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$22.7K -386 -2%
Renaissance Technologies
461
Renaissance Technologies
New York
$1.15M -$74.5M -1,266,180 -99%
MML Investors Services
462
MML Investors Services
Massachusetts
$1.14M +$160K +2,721 +18%
SM
463
Sciencast Management
New Jersey
$1.14M +$1.03M +17,571 New
SAM
464
Shell Asset Management
Netherlands
$1.14M -$18.1K -308 -2%
AAM
465
Azzad Asset Management
Virginia
$1.14M +$40.7K +692 +4%
ASN
466
Advisory Services Network
Georgia
$1.13M +$234K +3,981 +30%
ARTA
467
A.R.T. Advisors
New York
$1.13M +$1.01M +17,200 New
PAG
468
Private Advisor Group
New Jersey
$1.12M -$419K -7,124 -29%
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.12M -$287K -4,884 -22%
YMRC
470
Yorktown Management & Research Company
Virginia
$1.11M – – –
TH
471
Timber Hill
Connecticut
$1.08M +$975K +16,584 New
AIC
472
Ayalon Insurance Company
Israel
$1.08M +$969K +16,470 New
TFO
473
Tarbox Family Office
California
$1.05M – – –
IA
474
IFP Advisors
Florida
$1.05M -$351K -5,963 -27%
CIM
475
CIM Investment Management
Pennsylvania
$1.03M -$14.6K -248 -2%
17 18
19
20 21

LUV Hedge Fund Activity: Q4 2017 in Review

912 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2017, worth a combined $30.8B — up 17% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new LUV positions and 62 closed out — a net gain of 117 holders — while 259 added to existing stakes and 333 trimmed.

The largest buyer was Ameriprise, adding an estimated $196M. The largest seller was Point72 Asset Management, cutting an estimated $84.8M.

  • 912 institutional investors held Southwest Airlines (LUV) as of Q4 2017, up from 801 in Q3 2017.
  • Funds reported $30.8B of Southwest Airlines stock for Q4 2017, up 17% quarter-over-quarter.
  • 179 funds opened new Southwest Airlines positions in Q4 2017 and 62 closed out, a net change of +117 holders.
  • The largest Southwest Airlines buyer in Q4 2017 was Ameriprise, an estimated $196M added.
  • The largest Southwest Airlines seller in Q4 2017 was Point72 Asset Management, an estimated $84.8M sold.

Based on aggregated 13F filings for Q4 2017.