Southwest Airlines
886 hedge funds and large institutions have $23.6B invested in Southwest Airlines in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 307 reducing their positions, and 99 closing their positions.
15% more capital invested
Capital invested by funds: $20.6B → $23.6B (+$3.04B)
11% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 99
3.66% more ownership
Funds ownership: 79.07% → 82.73% (+3.7%)
7% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 307
0% more funds holding
Funds holding: 884 → 886 (+2)
5% less call options, than puts
Call options by funds: $336M | Put options by funds: $355M
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$1.27B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$140M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$103M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$79.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$226M |
| 2 |
Millennium Management
New York
|
-$203M |
| 3 |
Two Sigma Advisers
New York
|
-$125M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$124M |
| 5 |
Goldman Sachs
New York
|
-$102M |
LUV Hedge Fund Activity: Q1 2019 in Review
886 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2019, worth a combined $23.6B — up 15% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new LUV positions and 99 closed out — a net gain of 11 holders — while 328 added to existing stakes and 307 trimmed.
The largest buyer was State Street, adding an estimated $1.27B. The largest seller was PAR Capital Management, exiting entirely with an estimated $226M sold.
- 886 institutional investors held Southwest Airlines (LUV) as of Q1 2019, up from 884 in Q4 2018.
- Funds reported $23.6B of Southwest Airlines stock for Q1 2019, up 15% quarter-over-quarter.
- 110 funds opened new Southwest Airlines positions in Q1 2019 and 99 closed out, a net change of +11 holders.
- The largest Southwest Airlines buyer in Q1 2019 was State Street, an estimated $1.27B added.
- The largest Southwest Airlines seller in Q1 2019 was PAR Capital Management, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2019.