Southwest Airlines
882 hedge funds and large institutions have $28B invested in Southwest Airlines in 2018 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 355 reducing their positions, and 81 closing their positions.
53% more call options, than puts
Call options by funds: $427M | Put options by funds: $279M
25% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 81
22% more capital invested
Capital invested by funds: $22.9B → $28B (+$5.11B)
2% more funds holding
Funds holding: 868 → 882 (+14)
0.68% more ownership
Funds ownership: 77.72% → 78.4% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
21% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 355
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$200M |
| 2 |
Two Sigma Advisers
New York
|
+$156M |
| 3 |
Millennium Management
New York
|
+$132M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$107M |
| 5 |
Two Sigma Investments
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$138M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$119M |
| 3 |
BlackRock
New York
|
-$84.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$70M |
| 5 |
State Street
Boston,
Massachusetts
|
-$61.6M |
LUV Hedge Fund Activity: Q3 2018 in Review
882 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2018, worth a combined $28B — up 22% from $22.9B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new LUV positions and 81 closed out — a net gain of 20 holders — while 279 added to existing stakes and 355 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Point72 Asset Management, cutting an estimated $138M.
- 882 institutional investors held Southwest Airlines (LUV) as of Q3 2018, up from 868 in Q2 2018.
- Funds reported $28B of Southwest Airlines stock for Q3 2018, up 22% quarter-over-quarter.
- 101 funds opened new Southwest Airlines positions in Q3 2018 and 81 closed out, a net change of +20 holders.
- The largest Southwest Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $200M added.
- The largest Southwest Airlines seller in Q3 2018 was Point72 Asset Management, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2018.