Southwest Airlines
LUV
868 hedge funds and large institutions have $22.9B invested in Southwest Airlines in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 283 increasing their positions, 336 reducing their positions, and 104 closing their positions.
4% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 104
1% less funds holding
Funds holding: 873 → 868 (-5)
1.33% less ownership
Funds ownership: 79.06% → 77.73% (-1.3%)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
14% less capital invested
Capital invested by funds: $26.6B → $22.9B (-$3.69B)
15% less call options, than puts
Call options by funds: $301M | Put options by funds: $356M
16% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 336
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$468M |
| 2 |
Primecap Management
Pasadena,
California
|
+$202M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$167M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$162M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$694M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$588M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$251M |
| 4 |
JP Morgan Chase
New York
|
-$157M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$113M |
LUV Hedge Fund Activity: Q2 2018 in Review
868 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2018, worth a combined $22.9B — down 14% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new LUV positions and 104 closed out — a net gain of 4 holders — while 283 added to existing stakes and 336 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $468M. The largest seller was Fidelity Investments, cutting an estimated $694M.
- 868 institutional investors held Southwest Airlines (LUV) as of Q2 2018, down from 873 in Q1 2018.
- Funds reported $22.9B of Southwest Airlines stock for Q2 2018, down 14% quarter-over-quarter.
- 108 funds opened new Southwest Airlines positions in Q2 2018 and 104 closed out, a net change of +4 holders.
- The largest Southwest Airlines buyer in Q2 2018 was Berkshire Hathaway, an estimated $468M added.
- The largest Southwest Airlines seller in Q2 2018 was Fidelity Investments, an estimated $694M sold.
Based on aggregated 13F filings for Q2 2018.