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Southwest Airlines
LUV

459 hedge funds and large institutions have $7.4B invested in Southwest Airlines in 2013 Q2 according to their latest regulatory filings, with 459 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $11.1M

79.61% more ownership

Funds ownership: 0% → 79.61% (+80%)

Holders
459
Holders Change
+459
Holders Change %
–
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
459
Increased
–
Reduced
–
Closed
–
Calls
$29.6M
Puts
$11.1M
Net Calls
+$18.5M
Net Calls Change
+$18.5M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
26
Capital International Investors
California
$55.6M +$58.7M +4,310,000 New
Invesco
27
Invesco
Georgia
$51.8M +$54.7M +4,016,994 New
JHIU
28
Janus Henderson Investors US
Colorado
$47.5M +$50.2M +3,685,300 New
RFC
29
Russell Frank Company
Washington
$45.8M +$48.4M +3,552,030 New
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$43.8M +$46.3M +3,400,000 New
NRECA
31
National Rural Electric Cooperative Association
Virginia
$40.6M +$42.9M +3,148,023 New
NA
32
Navellier & Associates
Nevada
$36.9M +$39M +2,865,227 New
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$36.7M +$38.8M +2,847,765 New
Norges Bank
34
Norges Bank
Norway
$36.6M +$38.7M +2,842,570 New
Morgan Stanley
35
Morgan Stanley
New York
$35.7M +$37.8M +2,770,958 New
KeyBank National Association
36
KeyBank National Association
Ohio
$35.2M +$37.2M +2,731,339 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$34.4M +$36.3M +2,665,973 New
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$33.2M +$35.1M +2,575,378 New
Marshall Wace
39
Marshall Wace
United Kingdom
$32.3M +$34.1M +2,503,864 New
Goldman Sachs
40
Goldman Sachs
New York
$31.9M +$33.7M +2,474,047 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$30.2M +$31.9M +2,344,307 New
BCM
42
Becker Capital Management
Oregon
$30M +$31.8M +2,330,927 New
WA
43
Wasatch Advisors
Utah
$29.6M +$31.3M +2,299,465 New
Wells Fargo
44
Wells Fargo
California
$27.5M +$29M +2,130,083 New
TGI
45
Tradewinds Global Investors
California
$26.6M +$28.1M +2,064,743 New
SO
46
STRS Ohio
Ohio
$25.8M +$27.3M +2,000,000 New
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$25.6M +$27M +1,984,711 New
AAMU
48
Amundi Asset Management US
Massachusetts
$25.1M +$26.5M +1,943,340 New
Deutsche Bank
49
Deutsche Bank
Germany
$24.8M +$26.3M +1,927,452 New
BG
50
BlackRock Group
United Kingdom
$24.8M +$26.2M +1,921,981 New
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LUV Hedge Fund Activity: Q2 2013 in Review

459 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2013, worth a combined $7.4B.

Buyers outnumbered sellers: 459 funds opened new LUV positions and 0 closed out — a net gain of 459 holders — while 0 added to existing stakes and 0 trimmed.

  • 459 institutional investors held Southwest Airlines (LUV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $7.4B of Southwest Airlines stock for Q2 2013.
  • 459 funds opened new Southwest Airlines positions in Q2 2013 and 0 closed out, a net change of +459 holders.

Based on aggregated 13F filings for Q2 2013.