Southwest Airlines
762 hedge funds and large institutions have $15.3B invested in Southwest Airlines in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 234 increasing their positions, 286 reducing their positions, and 109 closing their positions.
20% more call options, than puts
Call options by funds: $639M | Put options by funds: $534M
10% more capital invested
Capital invested by funds: $14B → $15.3B (+$1.35B)
9.3% more ownership
Funds ownership: 80.37% → 89.67% (+9.3%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less funds holding
Funds holding: 788 → 762 (-26)
17% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 109
18% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 286
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$551M |
| 2 |
Goldman Sachs
New York
|
+$285M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$211M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$197M |
| 5 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$289M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$97.7M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$88.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$39.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.9M |
LUV Hedge Fund Activity: Q2 2024 in Review
762 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2024, worth a combined $15.3B — up 9.7% from $14B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of LUV and 91 opened new positions — a net loss of 18 holders — while 286 trimmed existing stakes and 234 added.
The largest buyer was Nomura Holdings, adding an estimated $551M. The largest seller was Wellington Management Group, cutting an estimated $289M.
- 762 institutional investors held Southwest Airlines (LUV) as of Q2 2024, down from 788 in Q1 2024.
- Funds reported $15.3B of Southwest Airlines stock for Q2 2024, up 9.7% quarter-over-quarter.
- 91 funds opened new Southwest Airlines positions in Q2 2024 and 109 closed out, a net change of -18 holders.
- The largest Southwest Airlines buyer in Q2 2024 was Nomura Holdings, an estimated $551M added.
- The largest Southwest Airlines seller in Q2 2024 was Wellington Management Group, an estimated $289M sold.
Based on aggregated 13F filings for Q2 2024.