Southwest Airlines
797 hedge funds and large institutions have $16.1B invested in Southwest Airlines in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 221 increasing their positions, 322 reducing their positions, and 68 closing their positions.
63% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 68
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 762 → 797 (+35)
5% more capital invested
Capital invested by funds: $15.3B → $16.1B (+$704M)
0.53% more ownership
Funds ownership: 89.67% → 90.19% (+0.53%)
15% less call options, than puts
Call options by funds: $485M | Put options by funds: $572M
31% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 322
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$1.53B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$263M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$86.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$51.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$465M |
| 2 |
Goldman Sachs
New York
|
-$258M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$196M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$181M |
| 5 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
|
-$81.9M |
LUV Hedge Fund Activity: Q3 2024 in Review
797 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2024, worth a combined $16.1B — up 4.6% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new LUV positions and 68 closed out — a net gain of 43 holders — while 221 added to existing stakes and 322 trimmed.
The largest buyer was Elliott Investment Management, adding an estimated $1.53B. The largest seller was Nomura Holdings, cutting an estimated $465M.
- 797 institutional investors held Southwest Airlines (LUV) as of Q3 2024, up from 762 in Q2 2024.
- Funds reported $16.1B of Southwest Airlines stock for Q3 2024, up 4.6% quarter-over-quarter.
- 111 funds opened new Southwest Airlines positions in Q3 2024 and 68 closed out, a net change of +43 holders.
- The largest Southwest Airlines buyer in Q3 2024 was Elliott Investment Management, an estimated $1.53B added.
- The largest Southwest Airlines seller in Q3 2024 was Nomura Holdings, an estimated $465M sold.
Based on aggregated 13F filings for Q3 2024.