Southwest Airlines
693 hedge funds and large institutions have $23.8B invested in Southwest Airlines in 2014 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 211 increasing their positions, 261 reducing their positions, and 39 closing their positions.
303% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 39
73% more call options, than puts
Call options by funds: $253M | Put options by funds: $146M
32% more capital invested
Capital invested by funds: $18.1B → $23.8B (+$5.75B)
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
18% more funds holding
Funds holding: 585 → 693 (+108)
1.27% less ownership
Funds ownership: 78.29% → 77.02% (-1.3%)
19% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$553M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$116M |
| 3 |
Millennium Management
New York
|
+$94.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$86.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$225M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$179M |
| 3 |
Bank of New York Mellon
New York
|
-$160M |
| 4 |
GA
Greenhaven Associates
Purchase,
New York
|
-$139M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$135M |
LUV Hedge Fund Activity: Q4 2014 in Review
693 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2014, worth a combined $23.8B — up 32% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new LUV positions and 39 closed out — a net gain of 118 holders — while 211 added to existing stakes and 261 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $553M. The largest seller was Vanguard Group, cutting an estimated $225M.
- 693 institutional investors held Southwest Airlines (LUV) as of Q4 2014, up from 585 in Q3 2014.
- Funds reported $23.8B of Southwest Airlines stock for Q4 2014, up 32% quarter-over-quarter.
- 157 funds opened new Southwest Airlines positions in Q4 2014 and 39 closed out, a net change of +118 holders.
- The largest Southwest Airlines buyer in Q4 2014 was Egerton Capital (UK), an estimated $553M added.
- The largest Southwest Airlines seller in Q4 2014 was Vanguard Group, an estimated $225M sold.
Based on aggregated 13F filings for Q4 2014.