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Southwest Airlines
LUV

1,013 hedge funds and large institutions have $20.7B invested in Southwest Airlines in 2022 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 340 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

33% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 94

13% more call options, than puts

Call options by funds: $543M | Put options by funds: $479M

7% more capital invested

Capital invested by funds: $19.4B → $20.7B (+$1.3B)

2% more funds holding

Funds holding: 996 → 1,013 (+17)

1% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 340

0.12% less ownership

Funds ownership: 76.73% → 76.61% (-0.12%)

Holders
1,013
Holders Change
+17
Holders Change %
+1.71%
% of All Funds
15.98%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
125
Increased
345
Reduced
340
Closed
94
Calls
$543M
Puts
$479M
Net Calls
+$63.8M
Net Calls Change
+$67.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$261M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
4
OP
Oldfield Partners
United Kingdom
+$100M
5
Marshall Wace
Marshall Wace
United Kingdom
+$98.4M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$311M
2
Invesco
Invesco
Georgia
-$123M
3
DZ Bank
DZ Bank
Germany
-$118M
4
Renaissance Technologies
Renaissance Technologies
New York
-$114M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$74.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.89B +$53.4M +1,213,767 +2%
Primecap Management
2
Primecap Management
California
$2.45B -$32.4M -736,320 -1%
State Street
3
State Street
Massachusetts
$1.87B -$5.21M -118,518 -0.3%
BlackRock
4
BlackRock
New York
$1.49B -$7.55M -171,700 -0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.3B +$63.6M +1,447,834 +5%
Ameriprise
6
Ameriprise
Minnesota
$748M +$261M +5,948,458 +57%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$736M +$105M +2,395,590 +18%
Artisan Partners
8
Artisan Partners
Wisconsin
$541M -$4.57M -103,926 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$508M +$18.6M +422,570 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$482M -$7.38M -167,902 -2%
PI
11
Putnam Investments
Massachusetts
$418M +$11.5M +262,148 +3%
American Century Companies
12
American Century Companies
Missouri
$411M +$25.2M +572,187 +7%
USGIU
13
U.S. Global Investors (USGI)
Texas
$328M +$3.05M +69,278 +1%
Morgan Stanley
14
Morgan Stanley
New York
$229M -$14.9M -339,088 -6%
Northern Trust
15
Northern Trust
Illinois
$222M +$4.58M +104,191 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$198M +$1.78M +40,437 +0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$166M -$2.3M -52,380 -1%
PCM
18
PAR Capital Management
Massachusetts
$158M +$63.9M +1,454,404 +73%
Bank of America
19
Bank of America
North Carolina
$154M +$9.68M +220,275 +7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$152M +$39.4M +895,854 +37%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$134M +$121M +2,745,736 +1,523%
Charles Schwab
22
Charles Schwab
California
$131M +$3.7M +84,212 +3%
Lazard Asset Management
23
Lazard Asset Management
New York
$128M -$802K -18,235 -0.6%
Invesco
24
Invesco
Georgia
$120M -$123M -2,801,710 -52%
Millennium Management
25
Millennium Management
New York
$118M +$8.27M +188,245 +8%
1
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LUV Hedge Fund Activity: Q1 2022 in Review

1,013 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q1 2022, worth a combined $20.7B — up 6.7% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LUV positions and 94 closed out — a net gain of 31 holders — while 345 added to existing stakes and 340 trimmed.

The largest buyer was Ameriprise, adding an estimated $261M. The largest seller was Franklin Resources, cutting an estimated $311M.

  • 1,013 institutional investors held Southwest Airlines (LUV) as of Q1 2022, up from 996 in Q4 2021.
  • Funds reported $20.7B of Southwest Airlines stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 125 funds opened new Southwest Airlines positions in Q1 2022 and 94 closed out, a net change of +31 holders.
  • The largest Southwest Airlines buyer in Q1 2022 was Ameriprise, an estimated $261M added.
  • The largest Southwest Airlines seller in Q1 2022 was Franklin Resources, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2022.