Southwest Airlines
788 hedge funds and large institutions have $14B invested in Southwest Airlines in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 310 reducing their positions, and 96 closing their positions.
10% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 96
0% more capital invested
Capital invested by funds: $14B → $14B (+$38.2M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less funds holding
Funds holding: 789 → 788 (-1)
0.68% less ownership
Funds ownership: 81.04% → 80.37% (-0.68%)
24% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 310
30% less call options, than puts
Call options by funds: $356M | Put options by funds: $505M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$411M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$246M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$78.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.5M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$226M |
| 2 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
-$67.2M |
| 3 |
Millennium Management
New York
|
-$60.8M |
| 4 |
Holocene Advisors
New York
|
-$41.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$40.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RAM
876
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$2.89K | -100 | Closed |
|
|
GG
877
Greenwood Gearhart
Fayetteville,
Arkansas
| – | -$2.28K | -79 | Closed |
|
|
NFA
878
Northwest Financial Advisors
Herndon,
Virginia
| – | -$1.76K | -61 | Closed |
|
|
CPG
879
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$1.47K | -51 | Closed |
|
|
HPC
880
HM Payson & Co
Portland,
Maine
| – | -$1.44K | -50 | Closed |
|
|
TCWA
881
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$635 | -22 | Closed |
|
|
JFA
882
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$549 | -19 | Closed |
|
|
EWM
883
Evermay Wealth Management
Arlington,
Virginia
| – | -$347 | -12 | Closed |
|
884
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$58 | -2 | Closed |
|
|
PS
885
Planned Solutions
Folsom,
California
| – | -$59 | -2 | Closed |
|
|
TCM
886
TD Capital Management
Memphis,
Tennessee
| – | -$29 | -1 | Closed |
|
LUV Hedge Fund Activity: Q1 2024 in Review
788 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2024, worth a combined $14B — up 0.27% from $14B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new LUV positions and 96 closed out — a net gain of 10 holders — while 236 added to existing stakes and 310 trimmed.
The largest buyer was Franklin Resources, adding an estimated $411M. The largest seller was Morgan Stanley, cutting an estimated $226M.
- 788 institutional investors held Southwest Airlines (LUV) as of Q1 2024, down from 789 in Q4 2023.
- Funds reported $14B of Southwest Airlines stock for Q1 2024, up 0.27% quarter-over-quarter.
- 106 funds opened new Southwest Airlines positions in Q1 2024 and 96 closed out, a net change of +10 holders.
- The largest Southwest Airlines buyer in Q1 2024 was Franklin Resources, an estimated $411M added.
- The largest Southwest Airlines seller in Q1 2024 was Morgan Stanley, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2024.