We are live on ! Find out more
LUV icon

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
NIM
851
NuWave Investment Management
New Jersey
$6K +$5.5K +94 +1,175%
HFM
852
Hartford Financial Management
Connecticut
$6K +$5.85K +100 New
WAS
853
WESPAC Advisors SoCal
California
$6K +$5.97K +102 New
AIL
854
AGF Investments LLC
Ontario, Canada
$5K -$1.34K -23 -22%
HI
855
Hudock Inc
Pennsylvania
$5K
NC
856
NewSquare Capital
Pennsylvania
$5K
FWM
857
Focused Wealth Management
New York
$5K +$58 +1 +1%
CPIG
858
Chicago Partners Investment Group
Illinois
$5K +$5.85K +100 New
WPW
859
Winthrop Partners - WNY
New York
$4.37K
HR
860
Howe & Rusling
New York
$4K -$2.57K -44 -43%
BWM
861
Baystate Wealth Management
Massachusetts
$4K
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$4K
WWMSC
863
Wagner Wealth Management (South Carolina)
South Carolina
$4K
GWS
864
Glassman Wealth Services
Virginia
$3K -$234 -4 -7%
SSB
865
Sandy Spring Bank
Maryland
$3K
SFG
866
SevenBridge Financial Group
Pennsylvania
$3K
ST
867
Somerset Trust
Pennsylvania
$3K +$2.46K +42 New
CAG
868
Csenge Advisory Group
Florida
$3K +$3.92K +67 New
LWA
869
Lenox Wealth Advisors
New York
$2K -$6.26K -107 -76%
Winslow Capital Management
870
Winslow Capital Management
Minnesota
$2K -$1.46K -25 -42%
CBT
871
Capital Bank & Trust
California
$2K
DSC
872
Duncker Streett & Co
Missouri
$2K
MSA
873
Marino Stram & Associates
Massachusetts
$2K
SCA
874
Stuart Chaussee & Associates
California
$2K
MCM
875
Monument Capital Management
Virginia
$2K +$1.7K +29 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.