Southwest Airlines
565 hedge funds and large institutions have $14.9B invested in Southwest Airlines in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 181 increasing their positions, 222 reducing their positions, and 29 closing their positions.
197% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 29
65% more call options, than puts
Call options by funds: $58.2M | Put options by funds: $35.3M
12% more capital invested
Capital invested by funds: $13.3B → $14.9B (+$1.56B)
10% more funds holding
Funds holding: 514 → 565 (+51)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
0.17% less ownership
Funds ownership: 80.05% → 79.88% (-0.17%)
18% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 222
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$73.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$58.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$57.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$55.4M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$116M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$112M |
| 3 |
GA
Greenhaven Associates
Purchase,
New York
|
-$108M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$102M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$94.8M |
LUV Hedge Fund Activity: Q2 2014 in Review
565 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2014, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new LUV positions and 29 closed out — a net gain of 57 holders — while 181 added to existing stakes and 222 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $73.5M. The largest seller was Sound Shore Management, exiting entirely with an estimated $116M sold.
- 565 institutional investors held Southwest Airlines (LUV) as of Q2 2014, up from 514 in Q1 2014.
- Funds reported $14.9B of Southwest Airlines stock for Q2 2014, up 12% quarter-over-quarter.
- 86 funds opened new Southwest Airlines positions in Q2 2014 and 29 closed out, a net change of +57 holders.
- The largest Southwest Airlines buyer in Q2 2014 was VOYA Investment Management, an estimated $73.5M added.
- The largest Southwest Airlines seller in Q2 2014 was Sound Shore Management, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2014.