Southwest Airlines
LUV
880 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 338 increasing their positions, 296 reducing their positions, and 116 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 296
11% more capital invested
Capital invested by funds: $14.8B → $16.4B (+$1.66B)
1.09% more ownership
Funds ownership: 73.36% → 74.45% (+1.1%)
5% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 116
0% less funds holding
Funds holding: 883 → 880 (-3)
6% less call options, than puts
Call options by funds: $444M | Put options by funds: $474M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$368M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$123M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$118M |
| 4 |
BlackRock
New York
|
+$77.2M |
| 5 |
Morgan Stanley
New York
|
+$55.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$122M |
| 2 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
|
-$101M |
| 3 |
Millennium Management
New York
|
-$85.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$78.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$71.8M |
LUV Hedge Fund Activity: Q3 2020 in Review
880 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q3 2020, worth a combined $16.4B — up 11% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new LUV positions and 116 closed out — a net gain of 6 holders — while 338 added to existing stakes and 296 trimmed.
The largest buyer was Vanguard Group, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $122M.
- 880 institutional investors held Southwest Airlines (LUV) as of Q3 2020, down from 883 in Q2 2020.
- Funds reported $16.4B of Southwest Airlines stock for Q3 2020, up 11% quarter-over-quarter.
- 122 funds opened new Southwest Airlines positions in Q3 2020 and 116 closed out, a net change of +6 holders.
- The largest Southwest Airlines buyer in Q3 2020 was Vanguard Group, an estimated $368M added.
- The largest Southwest Airlines seller in Q3 2020 was Fidelity Investments, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2020.