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Southwest Airlines

881 hedge funds and large institutions have $28B invested in Southwest Airlines in 2018 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 280 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $427M | Put options by funds: $279M

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

22% more capital invested

Capital invested by funds: $22.9B → $28B (+$5.11B)

1% more funds holding

Funds holding: 868881 (+13)

0.71% more ownership

Funds ownership: 77.73%78.44% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

21% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 355

Holders
881
Holders Change
+13
Holders Change %
+1.5%
% of All Funds
20.14%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
100
Increased
280
Reduced
355
Closed
81
Calls
$427M
Puts
$279M
Net Calls
+$148M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
726
Girard Partners
Pennsylvania
$126K +$118K +2,022 New
EMG
727
ETF Managers Group
New Jersey
$123K +$12K +206 +12%
FIB
728
First Interstate Bank
Montana
$120K
NWM
729
Northwest Wealth Management
Iowa
$120K +$87.7K +1,500 +357%
SWM
730
SeaCrest Wealth Management
New York
$119K -$5.26K -90 -5%
FHA
731
Flagship Harbor Advisors
Massachusetts
$118K -$4.04K -69 -3%
FMP
732
Financial Management Professionals
Texas
$117K
ACS
733
Archford Capital Strategies
Illinois
$115K
SMFS
734
Squar Milner Financial Services
California
$112K
TPWA
735
TRUE Private Wealth Advisors
Oregon
$111K +$104K +1,783 New
FHA
736
First Horizon Advisors
Tennessee
$111K -$585 -10 -0.6%
CWA
737
Clarus Wealth Advisors
Arizona
$110K -$5.67K -97 -5%
PCG
738
Private Capital Group
Connecticut
$110K
1832 Asset Management
739
1832 Asset Management
Ontario, Canada
$108K -$8.77M -149,932 -99%
FMB
740
Field & Main Bank
Kentucky
$103K -$1.46K -25 -1%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$102K +$1.34K +23 +1%
WA
742
WealthTrust-Arizona
Arizona
$96K +$234 +4 +0.3%
FANJ
743
Financial Architects (New Jersey)
New Jersey
$93K -$1.99K -34 -2%
YWP
744
YorkBridge Wealth Partners
New York
$92K -$15K -256 -15%
GLI
745
Guardian Life Insurance
New York
$91K -$936 -16 -1%
MFW
746
Mosaic Family Wealth
Missouri
$91K
SLF
747
Sun Life Financial
Ontario, Canada
$89K -$1.46K -25 -2%
WIM
748
Westside Investment Management
California
$88.9K
CAL
749
Capital Analysts LLC
Pennsylvania
$88K
GRP
750
Global Retirement Partners
California
$88K +$234 +4 +0.3%

LUV Hedge Fund Activity: Q3 2018 in Review

881 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2018, worth a combined $28B — up 22% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LUV positions and 81 closed out — a net gain of 19 holders — while 280 added to existing stakes and 355 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Point72 Asset Management, cutting an estimated $138M.

  • 881 institutional investors held Southwest Airlines (LUV) as of Q3 2018, up from 868 in Q2 2018.
  • Funds reported $28B of Southwest Airlines stock for Q3 2018, up 22% quarter-over-quarter.
  • 100 funds opened new Southwest Airlines positions in Q3 2018 and 81 closed out, a net change of +19 holders.
  • The largest Southwest Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $200M added.
  • The largest Southwest Airlines seller in Q3 2018 was Point72 Asset Management, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2018.