Southwest Airlines
740 hedge funds and large institutions have $24.8B invested in Southwest Airlines in 2016 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 195 increasing their positions, 345 reducing their positions, and 84 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 18 → 28 (+10)
35% more capital invested
Capital invested by funds: $18.4B → $24.8B (+$6.37B)
33% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 84
4.42% more ownership
Funds ownership: 76.48% → 80.9% (+4.4%)
2% more funds holding
Funds holding: 728 → 740 (+12)
4% less call options, than puts
Call options by funds: $212M | Put options by funds: $222M
43% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 345
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.94B |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$220M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$139M |
| 4 |
PC
PointState Capital
New York
|
+$101M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$242M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$158M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$117M |
| 4 |
SIG
Senator Investment Group
New York
|
-$101M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$98.5M |
LUV Hedge Fund Activity: Q4 2016 in Review
740 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2016, worth a combined $24.8B — up 35% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new LUV positions and 84 closed out — a net gain of 28 holders — while 195 added to existing stakes and 345 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.94B. The largest seller was Egerton Capital (UK), cutting an estimated $242M.
- 740 institutional investors held Southwest Airlines (LUV) as of Q4 2016, up from 728 in Q3 2016.
- Funds reported $24.8B of Southwest Airlines stock for Q4 2016, up 35% quarter-over-quarter.
- 112 funds opened new Southwest Airlines positions in Q4 2016 and 84 closed out, a net change of +28 holders.
- The largest Southwest Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.94B added.
- The largest Southwest Airlines seller in Q4 2016 was Egerton Capital (UK), an estimated $242M sold.
Based on aggregated 13F filings for Q4 2016.