Southwest Airlines
797 hedge funds and large institutions have $15.1B invested in Southwest Airlines in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 257 increasing their positions, 337 reducing their positions, and 195 closing their positions.
2.46% less ownership
Funds ownership: 84.43% → 81.97% (-2.5%)
11% less funds holding
Funds holding: 900 → 797 (-103)
24% less call options, than puts
Call options by funds: $181M | Put options by funds: $237M
24% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 337
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
37% less capital invested
Capital invested by funds: $24B → $15.1B (-$8.89B)
50% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$536M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$262M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$115M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$81.7M |
| 5 |
JP Morgan Chase
New York
|
+$79.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$237M |
| 2 |
Primecap Management
Pasadena,
California
|
-$196M |
| 3 |
Goldman Sachs
New York
|
-$174M |
| 4 |
Rockefeller Capital Management
New York
|
-$166M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$130M |
LUV Hedge Fund Activity: Q1 2020 in Review
797 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2020, worth a combined $15.1B — down 37% from $24B a quarter earlier.
Sellers outnumbered buyers: 195 funds closed out of LUV and 98 opened new positions — a net loss of 97 holders — while 337 trimmed existing stakes and 257 added.
The largest buyer was Artisan Partners, opening a new position worth an estimated $536M. The largest seller was Boston Partners, cutting an estimated $237M.
- 797 institutional investors held Southwest Airlines (LUV) as of Q1 2020, down from 900 in Q4 2019.
- Funds reported $15.1B of Southwest Airlines stock for Q1 2020, down 37% quarter-over-quarter.
- 98 funds opened new Southwest Airlines positions in Q1 2020 and 195 closed out, a net change of -97 holders.
- The largest Southwest Airlines buyer in Q1 2020 was Artisan Partners, an estimated $536M added.
- The largest Southwest Airlines seller in Q1 2020 was Boston Partners, an estimated $237M sold.
Based on aggregated 13F filings for Q1 2020.