Southwest Airlines
922 hedge funds and large institutions have $14.9B invested in Southwest Airlines in 2022 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 274 increasing their positions, 342 reducing their positions, and 87 closing their positions.
62% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 87
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $13.7B → $14.9B (+$1.23B)
4% more funds holding
Funds holding: 884 → 922 (+38)
0.37% more ownership
Funds ownership: 75.13% → 75.5% (+0.37%)
7% less call options, than puts
Call options by funds: $345M | Put options by funds: $372M
20% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 342
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$101M |
| 2 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
|
+$92.2M |
| 3 |
TC
TwinBeech Capital
Purchase,
New York
|
+$51M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$47.4M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$118M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$68.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$61.5M |
| 5 |
Amundi
Paris,
France
|
-$60.2M |
LUV Hedge Fund Activity: Q4 2022 in Review
922 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2022, worth a combined $14.9B — up 9% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new LUV positions and 87 closed out — a net gain of 54 holders — while 274 added to existing stakes and 342 trimmed.
The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Lazard Asset Management, cutting an estimated $118M.
- 922 institutional investors held Southwest Airlines (LUV) as of Q4 2022, up from 884 in Q3 2022.
- Funds reported $14.9B of Southwest Airlines stock for Q4 2022, up 9% quarter-over-quarter.
- 141 funds opened new Southwest Airlines positions in Q4 2022 and 87 closed out, a net change of +54 holders.
- The largest Southwest Airlines buyer in Q4 2022 was BlackRock, an estimated $101M added.
- The largest Southwest Airlines seller in Q4 2022 was Lazard Asset Management, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2022.