Southwest Airlines
1,013 hedge funds and large institutions have $20.7B invested in Southwest Airlines in 2022 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 340 reducing their positions, and 94 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
33% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 94
13% more call options, than puts
Call options by funds: $543M | Put options by funds: $479M
7% more capital invested
Capital invested by funds: $19.4B → $20.7B (+$1.3B)
2% more funds holding
Funds holding: 996 → 1,013 (+17)
1% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 340
0.12% less ownership
Funds ownership: 76.73% → 76.61% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$261M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$121M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 4 |
OP
Oldfield Partners
London,
United Kingdom
|
+$100M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$98.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$311M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$123M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$118M |
| 4 |
Renaissance Technologies
New York
|
-$114M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$74.6M |
LUV Hedge Fund Activity: Q1 2022 in Review
1,013 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2022, worth a combined $20.7B — up 6.7% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new LUV positions and 94 closed out — a net gain of 31 holders — while 345 added to existing stakes and 340 trimmed.
The largest buyer was Ameriprise, adding an estimated $261M. The largest seller was Franklin Resources, cutting an estimated $311M.
- 1,013 institutional investors held Southwest Airlines (LUV) as of Q1 2022, up from 996 in Q4 2021.
- Funds reported $20.7B of Southwest Airlines stock for Q1 2022, up 6.7% quarter-over-quarter.
- 125 funds opened new Southwest Airlines positions in Q1 2022 and 94 closed out, a net change of +31 holders.
- The largest Southwest Airlines buyer in Q1 2022 was Ameriprise, an estimated $261M added.
- The largest Southwest Airlines seller in Q1 2022 was Franklin Resources, an estimated $311M sold.
Based on aggregated 13F filings for Q1 2022.