Southwest Airlines
899 hedge funds and large institutions have $24B invested in Southwest Airlines in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 277 increasing their positions, 350 reducing their positions, and 58 closing their positions.
112% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 58
6% more funds holding
Funds holding: 849 → 899 (+50)
2.85% more ownership
Funds ownership: 81.58% → 84.43% (+2.8%)
2% more capital invested
Capital invested by funds: $23.6B → $24B (+$378M)
21% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 350
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
36% less call options, than puts
Call options by funds: $194M | Put options by funds: $302M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$194M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$145M |
| 3 |
Morgan Stanley
New York
|
+$127M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$70.8M |
| 5 |
Renaissance Technologies
New York
|
+$60.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$91.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$58.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$52.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$40.3M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$38.8M |
LUV Hedge Fund Activity: Q4 2019 in Review
899 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2019, worth a combined $24B — up 1.6% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new LUV positions and 58 closed out — a net gain of 65 holders — while 277 added to existing stakes and 350 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $194M. The largest seller was Holocene Advisors, cutting an estimated $91.8M.
- 899 institutional investors held Southwest Airlines (LUV) as of Q4 2019, up from 849 in Q3 2019.
- Funds reported $24B of Southwest Airlines stock for Q4 2019, up 1.6% quarter-over-quarter.
- 123 funds opened new Southwest Airlines positions in Q4 2019 and 58 closed out, a net change of +65 holders.
- The largest Southwest Airlines buyer in Q4 2019 was Goldman Sachs, an estimated $194M added.
- The largest Southwest Airlines seller in Q4 2019 was Holocene Advisors, an estimated $91.8M sold.
Based on aggregated 13F filings for Q4 2019.