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Delta Air Lines

959 hedge funds and large institutions have $34.6B invested in Delta Air Lines in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 337 increasing their positions, 326 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 75

53% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.1B

17% more capital invested

Capital invested by funds: $29.5B → $34.6B (+$5.16B)

11% more funds holding

Funds holding: 865959 (+94)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2.8% more ownership

Funds ownership: 84.19%86.99% (+2.8%)

3% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 326

Holders
959
Holders Change
+94
Holders Change %
+10.87%
% of All Funds
21.75%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
177
Increased
337
Reduced
326
Closed
75
Calls
$1.68B
Puts
$1.1B
Net Calls
+$578M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Saturna Capital
Washington
$603K
VIA
627
Virtus Investment Advisers
Connecticut
$593K -$3.48M -66,548 -86%
CIA
628
CCM Investment Advisers
South Carolina
$593K -$3.13K -60 -0.6%
NVIM
629
New Vernon Investment Management
Illinois
$584K
TSS
630
Two Sigma Securities
New York
$582K +$179K +3,432 +49%
CFA
631
Camarda Financial Advisors
Florida
$573K -$54.4K -1,041 -9%
ONB
632
Old National Bancorp
Indiana
$564K -$52 -1 -0%
APA
633
American Portfolios Advisors
New York
$560K +$523K +10,002 New
LFM
634
Lumina Fund Management
New York
$560K
MHP
635
Manatuck Hill Partners
Connecticut
$560K +$522K +10,000 New
SI
636
SCP Investment
California
$560K +$522K +10,000 New
CA
637
Cetera Advisors
Colorado
$549K +$178K +3,414 +54%
Bessemer Group
638
Bessemer Group
New Jersey
$547K +$179K +3,432 +54%
SWP
639
Stratos Wealth Partners
Ohio
$536K -$139K -2,664 -22%
DS
640
DRW Securities
Illinois
$515K +$480K +9,192 New
FC
641
Farley Capital
New York
$515K +$481K +9,200 New
SFFS
642
Stonehage Fleming Financial Services
Jersey
$514K +$216K +4,144 +82%
HCM
643
Highbridge Capital Management
New York
$510K -$217K -4,145 -31%
KSA
644
Ken Stern & Associates
California
$508K -$3.97K -76 -0.8%
GL
645
GLG LLC
New York
$503K -$1.85M -35,500 -80%
EFS
646
Essex Financial Services
Connecticut
$501K
AAM
647
Azzad Asset Management
Virginia
$500K +$27K +517 +6%
LNC
648
Lincoln National Corp
Pennsylvania
$496K +$242K +4,624 +109%
1WA
649
180 Wealth Advisors
Washington
$495K +$462K +8,838 New
OMCS
650
Old Mutual Customised Solutions
South Africa
$493K +$188K +3,600 +69%

DAL Hedge Fund Activity: Q4 2017 in Review

959 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2017, worth a combined $34.6B — up 17% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DAL positions and 75 closed out — a net gain of 102 holders — while 337 added to existing stakes and 326 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $364M. The largest seller was Bank of America, cutting an estimated $152M.

  • 959 institutional investors held Delta Air Lines (DAL) as of Q4 2017, up from 865 in Q3 2017.
  • Funds reported $34.6B of Delta Air Lines stock for Q4 2017, up 17% quarter-over-quarter.
  • 177 funds opened new Delta Air Lines positions in Q4 2017 and 75 closed out, a net change of +102 holders.
  • The largest Delta Air Lines buyer in Q4 2017 was T. Rowe Price Associates, an estimated $364M added.
  • The largest Delta Air Lines seller in Q4 2017 was Bank of America, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2017.