Southwest Airlines
790 hedge funds and large institutions have $13.8B invested in Southwest Airlines in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 216 increasing their positions, 324 reducing their positions, and 89 closing their positions.
37% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 89
6% more capital invested
Capital invested by funds: $12.9B → $13.8B (+$811M)
3% more funds holding
Funds holding: 766 → 790 (+24)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.41% less ownership
Funds ownership: 80.25% → 79.84% (-0.41%)
23% less call options, than puts
Call options by funds: $477M | Put options by funds: $620M
33% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 324
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$246M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.7M |
| 3 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$32.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
| 5 |
Holocene Advisors
New York
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$215M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$184M |
| 3 |
JP Morgan Chase
New York
|
-$119M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$53M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.6M |
LUV Hedge Fund Activity: Q4 2023 in Review
790 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Southwest Airlines (LUV) for Q4 2023, worth a combined $13.8B — up 6.3% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new LUV positions and 89 closed out — a net gain of 33 holders — while 216 added to existing stakes and 324 trimmed.
The largest buyer was Capital World Investors, adding an estimated $246M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $215M sold.
- 790 institutional investors held Southwest Airlines (LUV) as of Q4 2023, up from 766 in Q3 2023.
- Funds reported $13.8B of Southwest Airlines stock for Q4 2023, up 6.3% quarter-over-quarter.
- 122 funds opened new Southwest Airlines positions in Q4 2023 and 89 closed out, a net change of +33 holders.
- The largest Southwest Airlines buyer in Q4 2023 was Capital World Investors, an estimated $246M added.
- The largest Southwest Airlines seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $215M sold.
Based on aggregated 13F filings for Q4 2023.