Southwest Airlines
883 hedge funds and large institutions have $14.8B invested in Southwest Airlines in 2020 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 353 increasing their positions, 227 reducing their positions, and 118 closing their positions.
80% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 118
56% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 227
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
11% more funds holding
Funds holding: 796 → 883 (+87)
1% less call options, than puts
Call options by funds: $441M | Put options by funds: $445M
2% less capital invested
Capital invested by funds: $15.1B → $14.8B (-$332M)
8.61% less ownership
Funds ownership: 81.97% → 73.36% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$392M |
| 2 |
BlackRock
New York
|
+$207M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$189M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$167M |
| 5 |
State Street
Boston,
Massachusetts
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.91B |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$201M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$125M |
| 4 |
Renaissance Technologies
New York
|
-$124M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$97M |
LUV Hedge Fund Activity: Q2 2020 in Review
883 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2020, worth a combined $14.8B — down 2.2% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new LUV positions and 118 closed out — a net gain of 94 holders — while 353 added to existing stakes and 227 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $392M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.91B sold.
- 883 institutional investors held Southwest Airlines (LUV) as of Q2 2020, up from 796 in Q1 2020.
- Funds reported $14.8B of Southwest Airlines stock for Q2 2020, down 2.2% quarter-over-quarter.
- 212 funds opened new Southwest Airlines positions in Q2 2020 and 118 closed out, a net change of +94 holders.
- The largest Southwest Airlines buyer in Q2 2020 was Fidelity Investments, an estimated $392M added.
- The largest Southwest Airlines seller in Q2 2020 was Berkshire Hathaway, an estimated $1.91B sold.
Based on aggregated 13F filings for Q2 2020.