Southwest Airlines
875 hedge funds and large institutions have $22.4B invested in Southwest Airlines in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 342 reducing their positions, and 69 closing their positions.
1% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 69
0.91% less ownership
Funds ownership: 82.73% → 81.82% (-0.91%)
1% less funds holding
Funds holding: 886 → 875 (-11)
5% less capital invested
Capital invested by funds: $23.6B → $22.4B (-$1.2B)
12% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 342
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
37% less call options, than puts
Call options by funds: $171M | Put options by funds: $269M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$149M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$96.7M |
| 3 |
Millennium Management
New York
|
+$31.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$23.1M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$78.9M |
| 3 |
Bank of New York Mellon
New York
|
-$77.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$75.2M |
| 5 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$61.6M |
LUV Hedge Fund Activity: Q2 2019 in Review
875 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q2 2019, worth a combined $22.4B — down 5.1% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new LUV positions and 69 closed out — a net gain of 1 holder — while 302 added to existing stakes and 342 trimmed.
The largest buyer was Nuveen, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $83.2M.
- 875 institutional investors held Southwest Airlines (LUV) as of Q2 2019, down from 886 in Q1 2019.
- Funds reported $22.4B of Southwest Airlines stock for Q2 2019, down 5.1% quarter-over-quarter.
- 70 funds opened new Southwest Airlines positions in Q2 2019 and 69 closed out, a net change of +1 holder.
- The largest Southwest Airlines buyer in Q2 2019 was Nuveen, an estimated $149M added.
- The largest Southwest Airlines seller in Q2 2019 was Fidelity Investments, an estimated $83.2M sold.
Based on aggregated 13F filings for Q2 2019.