Southwest Airlines
LUV
854 hedge funds and large institutions have $16.9B invested in Southwest Airlines in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 234 increasing their positions, 351 reducing their positions, and 84 closing their positions.
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
15% more capital invested
Capital invested by funds: $14.7B → $16.9B (+$2.16B)
2.29% more ownership
Funds ownership: 76.22% → 78.51% (+2.3%)
7% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 84
0% more funds holding
Funds holding: 851 → 854 (+3)
22% less call options, than puts
Call options by funds: $387M | Put options by funds: $497M
33% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 351
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$371M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$264M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$116M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$74.1M |
| 5 |
JP Morgan Chase
New York
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$96.6M |
| 2 |
BlackRock
New York
|
-$68.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$43.8M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$43.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.5M |
LUV Hedge Fund Activity: Q2 2023 in Review
854 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2023, worth a combined $16.9B — up 15% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new LUV positions and 84 closed out — a net gain of 6 holders — while 234 added to existing stakes and 351 trimmed.
The largest buyer was Capital World Investors, adding an estimated $371M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $96.6M sold.
- 854 institutional investors held Southwest Airlines (LUV) as of Q2 2023, up from 851 in Q1 2023.
- Funds reported $16.9B of Southwest Airlines stock for Q2 2023, up 15% quarter-over-quarter.
- 90 funds opened new Southwest Airlines positions in Q2 2023 and 84 closed out, a net change of +6 holders.
- The largest Southwest Airlines buyer in Q2 2023 was Capital World Investors, an estimated $371M added.
- The largest Southwest Airlines seller in Q2 2023 was Point72 Asset Management, an estimated $96.6M sold.
Based on aggregated 13F filings for Q2 2023.