Southwest Airlines
874 hedge funds and large institutions have $26.6B invested in Southwest Airlines in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 315 increasing their positions, 338 reducing their positions, and 117 closing their positions.
0.45% less ownership
Funds ownership: 79.49% → 79.04% (-0.45%)
7% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 338
4% less funds holding
Funds holding: 913 → 874 (-39)
14% less capital invested
Capital invested by funds: $30.8B → $26.6B (-$4.23B)
16% less call options, than puts
Call options by funds: $237M | Put options by funds: $281M
26% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 117
35% less funds holding in top 10
Funds holding in top 10: 31 → 20 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$235M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$177M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$149M |
| 4 |
MIHAS
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
+$97.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$91.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$305M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$155M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$154M |
| 4 |
PC
PointState Capital
New York
|
-$142M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$103M |
LUV Hedge Fund Activity: Q1 2018 in Review
874 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2018, worth a combined $26.6B — down 14% from $30.8B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of LUV and 87 opened new positions — a net loss of 30 holders — while 338 trimmed existing stakes and 315 added.
The largest buyer was Boston Partners, adding an estimated $235M. The largest seller was Fidelity Investments, cutting an estimated $305M.
- 874 institutional investors held Southwest Airlines (LUV) as of Q1 2018, down from 913 in Q4 2017.
- Funds reported $26.6B of Southwest Airlines stock for Q1 2018, down 14% quarter-over-quarter.
- 87 funds opened new Southwest Airlines positions in Q1 2018 and 117 closed out, a net change of -30 holders.
- The largest Southwest Airlines buyer in Q1 2018 was Boston Partners, an estimated $235M added.
- The largest Southwest Airlines seller in Q1 2018 was Fidelity Investments, an estimated $305M sold.
Based on aggregated 13F filings for Q1 2018.