Southwest Airlines
1,027 hedge funds and large institutions have $21B invested in Southwest Airlines in 2020 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 382 increasing their positions, 290 reducing their positions, and 74 closing their positions.
208% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 74
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
32% more repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 290
28% more capital invested
Capital invested by funds: $16.5B → $21B (+$4.54B)
17% more funds holding
Funds holding: 880 → 1,027 (+147)
1.9% more ownership
Funds ownership: 74.44% → 76.34% (+1.9%)
16% less call options, than puts
Call options by funds: $560M | Put options by funds: $664M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$446M |
| 2 |
Morgan Stanley
New York
|
+$132M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$128M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$107M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$179M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$163M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$135M |
| 4 |
JP Morgan Chase
New York
|
-$116M |
| 5 |
Primecap Management
Pasadena,
California
|
-$101M |
LUV Hedge Fund Activity: Q4 2020 in Review
1,027 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2020, worth a combined $21B — up 28% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new LUV positions and 74 closed out — a net gain of 154 holders — while 382 added to existing stakes and 290 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was Fidelity International, cutting an estimated $179M.
- 1,027 institutional investors held Southwest Airlines (LUV) as of Q4 2020, up from 880 in Q3 2020.
- Funds reported $21B of Southwest Airlines stock for Q4 2020, up 28% quarter-over-quarter.
- 228 funds opened new Southwest Airlines positions in Q4 2020 and 74 closed out, a net change of +154 holders.
- The largest Southwest Airlines buyer in Q4 2020 was Fidelity Investments, an estimated $446M added.
- The largest Southwest Airlines seller in Q4 2020 was Fidelity International, an estimated $179M sold.
Based on aggregated 13F filings for Q4 2020.