Southwest Airlines
801 hedge funds and large institutions have $26.4B invested in Southwest Airlines in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 308 reducing their positions, and 80 closing their positions.
16% more call options, than puts
Call options by funds: $337M | Put options by funds: $291M
3% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 80
0.65% less ownership
Funds ownership: 79.07% → 78.43% (-0.65%)
1% less funds holding
Funds holding: 807 → 801 (-6)
9% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 308
12% less capital invested
Capital invested by funds: $29.8B → $26.4B (-$3.43B)
30% less funds holding in top 10
Funds holding in top 10: 30 → 21 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$141M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$121M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$105M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$93.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$78.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$239M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
-$138M |
| 4 |
State Street
Boston,
Massachusetts
|
-$115M |
| 5 |
Goldman Sachs
New York
|
-$108M |
LUV Hedge Fund Activity: Q3 2017 in Review
801 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2017, worth a combined $26.4B — down 12% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new LUV positions and 80 closed out — a net gain of 2 holders — while 280 added to existing stakes and 308 trimmed.
The largest buyer was Boston Partners, adding an estimated $141M. The largest seller was Winslow Capital Management, cutting an estimated $239M.
- 801 institutional investors held Southwest Airlines (LUV) as of Q3 2017, down from 807 in Q2 2017.
- Funds reported $26.4B of Southwest Airlines stock for Q3 2017, down 12% quarter-over-quarter.
- 82 funds opened new Southwest Airlines positions in Q3 2017 and 80 closed out, a net change of +2 holders.
- The largest Southwest Airlines buyer in Q3 2017 was Boston Partners, an estimated $141M added.
- The largest Southwest Airlines seller in Q3 2017 was Winslow Capital Management, an estimated $239M sold.
Based on aggregated 13F filings for Q3 2017.