Southwest Airlines
780 hedge funds and large institutions have $26.2B invested in Southwest Airlines in 2017 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 221 increasing their positions, 323 reducing their positions, and 68 closing their positions.
78% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 68
5% more funds holding
Funds holding: 740 → 780 (+40)
5% more capital invested
Capital invested by funds: $24.9B → $26.2B (+$1.28B)
2.05% less ownership
Funds ownership: 80.9% → 78.86% (-2%)
14% less call options, than puts
Call options by funds: $164M | Put options by funds: $189M
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
32% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 323
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.84B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$240M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$187M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$142M |
| 5 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$137M |
| 2 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$117M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$110M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$110M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$106M |
LUV Hedge Fund Activity: Q1 2017 in Review
780 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2017, worth a combined $26.2B — up 5.1% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new LUV positions and 68 closed out — a net gain of 53 holders — while 221 added to existing stakes and 323 trimmed.
The largest buyer was BlackRock, adding an estimated $1.84B. The largest seller was Senator Investment Group, exiting entirely with an estimated $137M sold.
- 780 institutional investors held Southwest Airlines (LUV) as of Q1 2017, up from 740 in Q4 2016.
- Funds reported $26.2B of Southwest Airlines stock for Q1 2017, up 5.1% quarter-over-quarter.
- 121 funds opened new Southwest Airlines positions in Q1 2017 and 68 closed out, a net change of +53 holders.
- The largest Southwest Airlines buyer in Q1 2017 was BlackRock, an estimated $1.84B added.
- The largest Southwest Airlines seller in Q1 2017 was Senator Investment Group, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2017.