Southwest Airlines
LUV
833 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 92 closing their positions.
51% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 92
15% more capital invested
Capital invested by funds: $16.1B → $18.5B (+$2.42B)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more funds holding
Funds holding: 797 → 833 (+36)
1.45% more ownership
Funds ownership: 90.19% → 91.64% (+1.4%)
13% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 282
31% less call options, than puts
Call options by funds: $371M | Put options by funds: $541M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$135M |
| 2 |
JP Morgan Chase
New York
|
+$125M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$92.4M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$84.3M |
| 5 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$80.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
|
-$145M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$71.6M |
| 3 |
D.E. Shaw & Co
New York
|
-$60.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$56M |
| 5 |
Morgan Stanley
New York
|
-$47.4M |
LUV Hedge Fund Activity: Q4 2024 in Review
833 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2024, worth a combined $18.5B — up 15% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new LUV positions and 92 closed out — a net gain of 47 holders — while 244 added to existing stakes and 282 trimmed.
The largest buyer was UBS Group, adding an estimated $135M. The largest seller was Provident Trust Company, exiting entirely with an estimated $145M sold.
- 833 institutional investors held Southwest Airlines (LUV) as of Q4 2024, up from 797 in Q3 2024.
- Funds reported $18.5B of Southwest Airlines stock for Q4 2024, up 15% quarter-over-quarter.
- 139 funds opened new Southwest Airlines positions in Q4 2024 and 92 closed out, a net change of +47 holders.
- The largest Southwest Airlines buyer in Q4 2024 was UBS Group, an estimated $135M added.
- The largest Southwest Airlines seller in Q4 2024 was Provident Trust Company, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2024.