Southwest Airlines
912 hedge funds and large institutions have $30.8B invested in Southwest Airlines in 2017 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 259 increasing their positions, 333 reducing their positions, and 62 closing their positions.
189% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 62
48% more funds holding in top 10
Funds holding in top 10: 21 → 31 (+10)
33% more call options, than puts
Call options by funds: $529M | Put options by funds: $398M
17% more capital invested
Capital invested by funds: $26.4B → $30.8B (+$4.41B)
14% more funds holding
Funds holding: 801 → 912 (+111)
1.06% more ownership
Funds ownership: 78.43% → 79.49% (+1.1%)
22% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 333
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$196M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$153M |
| 3 |
Bank of New York Mellon
New York
|
+$137M |
| 4 |
Goldman Sachs
New York
|
+$74.7M |
| 5 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$84.8M |
| 2 |
Renaissance Technologies
New York
|
-$74.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$70.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$63.7M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$50.5M |
LUV Hedge Fund Activity: Q4 2017 in Review
912 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2017, worth a combined $30.8B — up 17% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new LUV positions and 62 closed out — a net gain of 117 holders — while 259 added to existing stakes and 333 trimmed.
The largest buyer was Ameriprise, adding an estimated $196M. The largest seller was Point72 Asset Management, cutting an estimated $84.8M.
- 912 institutional investors held Southwest Airlines (LUV) as of Q4 2017, up from 801 in Q3 2017.
- Funds reported $30.8B of Southwest Airlines stock for Q4 2017, up 17% quarter-over-quarter.
- 179 funds opened new Southwest Airlines positions in Q4 2017 and 62 closed out, a net change of +117 holders.
- The largest Southwest Airlines buyer in Q4 2017 was Ameriprise, an estimated $196M added.
- The largest Southwest Airlines seller in Q4 2017 was Point72 Asset Management, an estimated $84.8M sold.
Based on aggregated 13F filings for Q4 2017.