Southwest Airlines
884 hedge funds and large institutions have $20.6B invested in Southwest Airlines in 2018 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 329 reducing their positions, and 117 closing their positions.
23% more call options, than puts
Call options by funds: $256M | Put options by funds: $207M
10% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 117
0.63% more ownership
Funds ownership: 78.44% → 79.07% (+0.63%)
0% more funds holding
Funds holding: 881 → 884 (+3)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
16% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 329
26% less capital invested
Capital invested by funds: $28B → $20.6B (-$7.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$185M |
| 2 |
Millennium Management
New York
|
+$122M |
| 3 |
BlackRock
New York
|
+$121M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$98.2M |
| 5 |
Goldman Sachs
New York
|
+$73.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$311M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$209M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$97.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$71.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$68.2M |
LUV Hedge Fund Activity: Q4 2018 in Review
884 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2018, worth a combined $20.6B — down 26% from $28B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new LUV positions and 117 closed out — a net gain of 12 holders — while 275 added to existing stakes and 329 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $185M. The largest seller was T. Rowe Price Associates, cutting an estimated $311M.
- 884 institutional investors held Southwest Airlines (LUV) as of Q4 2018, up from 881 in Q3 2018.
- Funds reported $20.6B of Southwest Airlines stock for Q4 2018, down 26% quarter-over-quarter.
- 129 funds opened new Southwest Airlines positions in Q4 2018 and 117 closed out, a net change of +12 holders.
- The largest Southwest Airlines buyer in Q4 2018 was Wellington Management Group, an estimated $185M added.
- The largest Southwest Airlines seller in Q4 2018 was T. Rowe Price Associates, an estimated $311M sold.
Based on aggregated 13F filings for Q4 2018.