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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
LWA
826
Lowe Wealth Advisors
Maryland
$13K +$5.03K +86 +72%
WCM
827
Whitener Capital Management
North Carolina
$13K +$12.9K +220 New
PC
828
Precocity Capital
Connecticut
$12.5K +$4.39M +75,000 +60%
GI
829
Gradient Investments
Minnesota
$12K -$14.6K -250 -56%
BWP
830
Baldwin Wealth Partners
Massachusetts
$12K -$8.77K -150 -43%
AWM
831
Aevitas Wealth Management
Massachusetts
$12K
CCMW
832
Cypress Capital Management (Wyoming)
Wyoming
$12K
SWMG
833
Signature Wealth Management Group
Georgia
$12K
BI
834
Bramshill Investments
Florida
$12K +$10.8K +185 New
OWA
835
One Wealth Advisors
California
$11K +$1.11K +19 +13%
ONST
836
Old North State Trust
North Carolina
$11K +$11.2K +192 New
GAM
837
Gemmer Asset Management
California
$10K
VRM
838
Vectors Research Management
New York
$10K +$11.7K +200 New
BCWM
839
Bartlett & Co Wealth Management
Ohio
$9.37K
PWAG
840
Polaris Wealth Advisory Group
California
$9K -$47.8K -817 -84%
BC
841
Bartlett & Co
Ohio
$9K
TFA
842
Toth Financial Advisory
Virginia
$9K
WAS
843
Winch Advisory Services
Wisconsin
$9K +$58 +1 +0.7%
ME
844
McIlrath & Eck
Washington
$8K
ST
845
Smithfield Trust
Pennsylvania
$8K
MF
846
MHI Funds
New York
$8K +$936 +16 +14%
CFD
847
Creative Financial Designs
Indiana
$7K -$11.1K -189 -62%
RCG
848
Ruggie Capital Group
Florida
$7K
FCMT
849
Founders Capital Management (Texas)
Texas
$6K
BCM
850
Brasada Capital Management
Texas
$6K +$5.5K +94 New

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.