Southwest Airlines
1,030 hedge funds and large institutions have $24.3B invested in Southwest Airlines in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 383 increasing their positions, 350 reducing their positions, and 128 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 350
0.8% less ownership
Funds ownership: 78.5% → 77.7% (-0.8%)
4% less funds holding
Funds holding: 1,071 → 1,030 (-41)
14% less capital invested
Capital invested by funds: $28.3B → $24.3B (-$4.01B)
22% less call options, than puts
Call options by funds: $450M | Put options by funds: $580M
25% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 128
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vontobel Holding
Zurich,
Switzerland
|
+$105M |
| 2 |
Renaissance Technologies
New York
|
+$97.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$92M |
| 4 |
JP Morgan Chase
New York
|
+$78.9M |
| 5 |
Man Group
London,
United Kingdom
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$502M |
| 2 |
Primecap Management
Pasadena,
California
|
-$148M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$65.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$57.2M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$52.4M |
LUV Hedge Fund Activity: Q2 2021 in Review
1,030 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2021, worth a combined $24.3B — down 14% from $28.3B a quarter earlier.
Sellers outnumbered buyers: 128 funds closed out of LUV and 96 opened new positions — a net loss of 32 holders — while 350 trimmed existing stakes and 383 added.
The largest buyer was Vontobel Holding, adding an estimated $105M. The largest seller was Fidelity Investments, cutting an estimated $502M.
- 1,030 institutional investors held Southwest Airlines (LUV) as of Q2 2021, down from 1,071 in Q1 2021.
- Funds reported $24.3B of Southwest Airlines stock for Q2 2021, down 14% quarter-over-quarter.
- 96 funds opened new Southwest Airlines positions in Q2 2021 and 128 closed out, a net change of -32 holders.
- The largest Southwest Airlines buyer in Q2 2021 was Vontobel Holding, an estimated $105M added.
- The largest Southwest Airlines seller in Q2 2021 was Fidelity Investments, an estimated $502M sold.
Based on aggregated 13F filings for Q2 2021.