Southwest Airlines
1,071 hedge funds and large institutions have $28.3B invested in Southwest Airlines in 2021 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 378 reducing their positions, and 115 closing their positions.
50% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 115
34% more capital invested
Capital invested by funds: $21B → $28.3B (+$7.25B)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
4% more funds holding
Funds holding: 1,026 → 1,071 (+45)
2.14% more ownership
Funds ownership: 76.36% → 78.5% (+2.1%)
5% more call options, than puts
Call options by funds: $694M | Put options by funds: $662M
12% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 378
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.11B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$186M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$161M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$61.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$332M |
| 2 |
State Street
Boston,
Massachusetts
|
-$92.4M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$91.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$76.9M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$52.9M |
LUV Hedge Fund Activity: Q1 2021 in Review
1,071 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2021, worth a combined $28.3B — up 34% from $21B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new LUV positions and 115 closed out — a net gain of 57 holders — while 333 added to existing stakes and 378 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.11B. The largest seller was Primecap Management, cutting an estimated $332M.
- 1,071 institutional investors held Southwest Airlines (LUV) as of Q1 2021, up from 1,026 in Q4 2020.
- Funds reported $28.3B of Southwest Airlines stock for Q1 2021, up 34% quarter-over-quarter.
- 172 funds opened new Southwest Airlines positions in Q1 2021 and 115 closed out, a net change of +57 holders.
- The largest Southwest Airlines buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.11B added.
- The largest Southwest Airlines seller in Q1 2021 was Primecap Management, an estimated $332M sold.
Based on aggregated 13F filings for Q1 2021.