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Southwest Airlines

789 hedge funds and large institutions have $14B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 217 increasing their positions, 324 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 89

8% more capital invested

Capital invested by funds: $12.9B → $14B (+$1.02B)

3% more funds holding

Funds holding: 766789 (+23)

0.79% more ownership

Funds ownership: 80.25%81.04% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

23% less call options, than puts

Call options by funds: $477M | Put options by funds: $620M

33% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 324

Holders
789
Holders Change
+23
Holders Change %
+3%
% of All Funds
11.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
121
Increased
217
Reduced
324
Closed
89
Calls
$477M
Puts
$620M
Net Calls
-$142M
Net Calls Change
-$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
26
Kiltearn Partners
United Kingdom
$71.3M +$312K +12,000 +0.5%
Millennium Management
27
Millennium Management
New York
$70.1M +$4.15M +159,748 +7%
Bank of America
28
Bank of America
North Carolina
$65.5M -$25M -959,922 -30%
Goldman Sachs
29
Goldman Sachs
New York
$59.8M +$18.1M +697,262 +51%
N
30
Nuveen
North Carolina
$49.3M +$406K +15,608 +0.9%
Jane Street
31
Jane Street
New York
$46.8M +$24.5M +942,060 +139%
PCM
32
PAR Capital Management
Massachusetts
$42.9M -$390K -15,000 -1%
Barclays
33
Barclays
United Kingdom
$41.8M +$716K +27,539 +2%
Holocene Advisors
34
Holocene Advisors
New York
$41.5M +$29.3M +1,125,518 +361%
Citigroup
35
Citigroup
New York
$41.2M +$833K +32,031 +2%
Legal & General Group
36
Legal & General Group
United Kingdom
$37.9M +$459K +17,633 +1%
GLA
37
Great Lakes Advisors
Illinois
$35.7M -$9.93M -381,734 -24%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$33.5M +$352K +13,517 +1%
GPCM
39
Greenbrier Partners Capital Management
Texas
$32.5M -$404K -15,540 -1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$31.2M -$1.71M -65,793 -6%
SEI Investments
41
SEI Investments
Pennsylvania
$31M -$182K -6,999 -0.6%
Norges Bank
42
Norges Bank
Norway
$29.8M +$16.9M +649,149 +170%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$28.8M +$3.74M +143,731 +17%
Citadel Advisors
44
Citadel Advisors
Florida
$28.7M +$3.53M +135,539 +16%
BBVA
45
Banco Bilbao Vizcaya Argentaria
Spain
$27.3M +$563K +21,656 +2%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$26.4M +$1.33M +51,034 +6%
PI
47
PEAK6 Investments
Illinois
$25.6M +$21.9M +843,463 +1,988%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$25.4M -$12.5M -480,691 -35%
NI
49
Nuance Investments
Missouri
$24.4M +$22M +845,019 New
UBS Group
50
UBS Group
Switzerland
$23.8M -$9.88M -379,823 -32%

LUV Hedge Fund Activity: Q4 2023 in Review

789 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2023, worth a combined $14B — up 7.9% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new LUV positions and 89 closed out — a net gain of 32 holders — while 217 added to existing stakes and 324 trimmed.

The largest buyer was Capital World Investors, adding an estimated $246M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $215M sold.

  • 789 institutional investors held Southwest Airlines (LUV) as of Q4 2023, up from 766 in Q3 2023.
  • Funds reported $14B of Southwest Airlines stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 121 funds opened new Southwest Airlines positions in Q4 2023 and 89 closed out, a net change of +32 holders.
  • The largest Southwest Airlines buyer in Q4 2023 was Capital World Investors, an estimated $246M added.
  • The largest Southwest Airlines seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2023.