Southwest Airlines
849 hedge funds and large institutions have $23.6B invested in Southwest Airlines in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 277 increasing their positions, 349 reducing their positions, and 97 closing their positions.
5% more capital invested
Capital invested by funds: $22.4B → $23.6B (+$1.17B)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.24% less ownership
Funds ownership: 81.82% → 81.58% (-0.24%)
3% less funds holding
Funds holding: 875 → 849 (-26)
13% less call options, than puts
Call options by funds: $196M | Put options by funds: $225M
21% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 349
23% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$143M |
| 2 |
Holocene Advisors
New York
|
+$129M |
| 3 |
Renaissance Technologies
New York
|
+$90.6M |
| 4 |
Two Sigma Advisers
New York
|
+$56M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$49.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.3M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$71.3M |
| 3 |
Millennium Management
New York
|
-$69.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$64.5M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$62.2M |
LUV Hedge Fund Activity: Q3 2019 in Review
849 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2019, worth a combined $23.6B — up 5.2% from $22.4B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of LUV and 75 opened new positions — a net loss of 22 holders — while 349 trimmed existing stakes and 277 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $143M. The largest seller was AQR Capital Management, cutting an estimated $92.3M.
- 849 institutional investors held Southwest Airlines (LUV) as of Q3 2019, down from 875 in Q2 2019.
- Funds reported $23.6B of Southwest Airlines stock for Q3 2019, up 5.2% quarter-over-quarter.
- 75 funds opened new Southwest Airlines positions in Q3 2019 and 97 closed out, a net change of -22 holders.
- The largest Southwest Airlines buyer in Q3 2019 was Fiduciary Management Inc, an estimated $143M added.
- The largest Southwest Airlines seller in Q3 2019 was AQR Capital Management, an estimated $92.3M sold.
Based on aggregated 13F filings for Q3 2019.