Southwest Airlines
680 hedge funds and large institutions have $21.1B invested in Southwest Airlines in 2015 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 228 increasing their positions, 271 reducing their positions, and 93 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 12 → 28 (+16)
50% more call options, than puts
Call options by funds: $226M | Put options by funds: $150M
25% more capital invested
Capital invested by funds: $16.9B → $21.1B (+$4.24B)
0.57% more ownership
Funds ownership: 76.65% → 77.21% (+0.57%)
0% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 93
1% less funds holding
Funds holding: 685 → 680 (-5)
16% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 271
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$295M |
| 2 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
+$113M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$106M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$105M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$98.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$179M |
| 2 |
Renaissance Technologies
New York
|
-$166M |
| 3 |
Primecap Management
Pasadena,
California
|
-$126M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$99.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$95.3M |
LUV Hedge Fund Activity: Q3 2015 in Review
680 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2015, worth a combined $21.1B — up 25% from $16.9B a quarter earlier.
Fund positioning in LUV was balanced in Q3 2015: 93 funds opened new positions, 93 closed out, 228 added to existing stakes and 271 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Janus Henderson Investors US, cutting an estimated $179M.
- 680 institutional investors held Southwest Airlines (LUV) as of Q3 2015, down from 685 in Q2 2015.
- Funds reported $21.1B of Southwest Airlines stock for Q3 2015, up 25% quarter-over-quarter.
- 93 funds opened new Southwest Airlines positions in Q3 2015 and 93 closed out, a net change of 0 holders.
- The largest Southwest Airlines buyer in Q3 2015 was Fidelity Investments, an estimated $295M added.
- The largest Southwest Airlines seller in Q3 2015 was Janus Henderson Investors US, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2015.