We are live on ! Find out more
DAL icon

Delta Air Lines

1,026 hedge funds and large institutions have $16.7B invested in Delta Air Lines in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 367 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $965M

0% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 367

1.38% less ownership

Funds ownership: 71.6%70.22% (-1.4%)

5% less funds holding

Funds holding: 1,0761,026 (-50)

23% less capital invested

Capital invested by funds: $21.8B → $16.7B (-$5.13B)

28% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 134

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

Holders
1,026
Holders Change
-50
Holders Change %
-4.65%
% of All Funds
16.28%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.21%
New
96
Increased
368
Reduced
367
Closed
134
Calls
$1.23B
Puts
$965M
Net Calls
+$269M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
601
Black Maple Capital Management
Wisconsin
$389K
SFA
602
Sequoia Financial Advisors
Ohio
$386K -$12.1K -278 -3%
PWM
603
Perigon Wealth Management
California
$382K +$42.1K +969 +10%
TCM
604
Twin Capital Management
Pennsylvania
$377K -$41.6K -959 -9%
CCFM
605
Clear Creek Financial Management
Washington
$376K -$4.08K -94 -0.9%
BFG
606
Bleakley Financial Group
New Jersey
$376K -$78.8K -1,814 -15%
SS
607
Simplicity Solutions
Minnesota
$376K -$76.6K -1,764 -15%
BDFN
608
Bond & Devick Financial Network
Minnesota
$376K
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$376K
BFG
610
Berger Financial Group
Minnesota
$374K +$30.1K +693 +7%
PFS
611
Prospera Financial Services
Texas
$374K -$106K -2,433 -19%
EW
612
Evoke Wealth
California
$369K -$22.2K -512 -5%
MSFS
613
Main Street Financial Solutions
Pennsylvania
$368K +$24.2K +558 +6%
GW
614
GW & Wade
Massachusetts
$367K +$17.9K +413 +4%
TWM
615
Tradition Wealth Management
Minnesota
$362K -$8.16K -188 -2%
ZIM
616
Zacks Investment Management
Illinois
$358K
LNC
617
Lincoln National Corp
Pennsylvania
$356K -$34.3K -791 -8%
AIS
618
AM Investment Strategies
Tennessee
$356K -$4.38K -101 -1%
AAS
619
Ameritas Advisory Services
Nebraska
$355K +$21.4K +492 +5%
NAS
620
Nicolet Advisory Services
Wisconsin
$353K +$59.4K +1,368 +16%
TCA
621
Transcend Capital Advisors
New Jersey
$352K -$26.2K -603 -6%
DWA
622
Douglass Winthrop Advisors
New York
$350K
WDG
623
Wealth Dimensions Group
Ohio
$348K +$120K +2,759 +42%
FAIM
624
Financial Advocates Investment Management
Washington
$347K -$84.7K -1,951 -17%
CL
625
CSS LLC
Illinois
$344K +$339K +7,802 +520%

DAL Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q3 2023, worth a combined $16.7B — down 23% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of DAL and 96 opened new positions — a net loss of 38 holders — while 367 trimmed existing stakes and 368 added.

The largest buyer was Renaissance Technologies, adding an estimated $208M. The largest seller was Capital World Investors, cutting an estimated $506M.

  • 1,026 institutional investors held Delta Air Lines (DAL) as of Q3 2023, down from 1,076 in Q2 2023.
  • Funds reported $16.7B of Delta Air Lines stock for Q3 2023, down 23% quarter-over-quarter.
  • 96 funds opened new Delta Air Lines positions in Q3 2023 and 134 closed out, a net change of -38 holders.
  • The largest Delta Air Lines buyer in Q3 2023 was Renaissance Technologies, an estimated $208M added.
  • The largest Delta Air Lines seller in Q3 2023 was Capital World Investors, an estimated $506M sold.

Based on aggregated 13F filings for Q3 2023.