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Delta Air Lines

973 hedge funds and large institutions have $16.2B invested in Delta Air Lines in 2020 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 81

39% more capital invested

Capital invested by funds: $11.7B → $16.2B (+$4.52B)

17% more funds holding

Funds holding: 834973 (+139)

14% more call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.31B

3.12% more ownership

Funds ownership: 59.87%62.99% (+3.1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

21% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 331

Holders
973
Holders Change
+139
Holders Change %
+16.67%
% of All Funds
17.22%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
234
Increased
263
Reduced
331
Closed
81
Calls
$1.5B
Puts
$1.31B
Net Calls
+$188M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
626
Cannell & Co
New York
$292K
PIMG
627
Patriot Investment Management Group
Tennessee
$288K -$30K -824 -10%
CF
628
Centaurus Financial
California
$287K +$55.5K +1,527 +27%
CL
629
Choreo LLC
Illinois
$287K +$259K +7,134 New
Wellington Management Group
630
Wellington Management Group
Massachusetts
$284K -$248K -6,810 -49%
NSIM
631
North Star Investment Management
Illinois
$284K
MG
632
Mather Group
Illinois
$283K +$256K +7,034 New
MIH
633
Meitav Investment House
Israel
$282K -$183K -5,041 -42%
UBG
634
United Bank (Georgia)
Georgia
$282K
HFP
635
Holistic Financial Partners
Indiana
$279K
KA
636
Kovack Advisors
Florida
$278K +$252K +6,926 New
SWMG
637
Signature Wealth Management Group
Georgia
$277K -$261K -7,172 -51%
AW
638
ACG Wealth
Georgia
$277K +$6.95K +191 +3%
FP
639
Financial Perspectives
Minnesota
$276K
SWMP
640
Signature Wealth Management Partners
New Jersey
$275K +$248K +6,829 New
CW
641
CreativeOne Wealth
Kansas
$274K +$248K +6,805 New
CGL
642
Clarius Group LLC
Washington
$273K +$247K +6,778 New
MNBTD
643
Moody National Bank Trust Division
Texas
$270K
MA
644
Modus Advisors
Minnesota
$269K +$243K +6,684 New
UFA
645
US Financial Advisors
Massachusetts
$268K +$242K +6,666 New
KFS
646
Kaizen Financial Strategies
California
$267K +$241K +6,630 New
BSW
647
Buckingham Strategic Wealth
Missouri
$267K +$242K +6,641 New
SG
648
StoneX Group
New York
$261K +$236K +6,480 New
MSFS
649
Main Street Financial Solutions
Pennsylvania
$260K +$235K +6,469 New
SFP
650
Shepherd Financial Partners
Massachusetts
$259K +$234K +6,435 New

DAL Hedge Fund Activity: Q4 2020 in Review

973 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2020, worth a combined $16.2B — up 39% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new DAL positions and 81 closed out — a net gain of 153 holders — while 263 added to existing stakes and 331 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $291M. The largest seller was Allianz Asset Management, cutting an estimated $132M.

  • 973 institutional investors held Delta Air Lines (DAL) as of Q4 2020, up from 834 in Q3 2020.
  • Funds reported $16.2B of Delta Air Lines stock for Q4 2020, up 39% quarter-over-quarter.
  • 234 funds opened new Delta Air Lines positions in Q4 2020 and 81 closed out, a net change of +153 holders.
  • The largest Delta Air Lines buyer in Q4 2020 was Fidelity Investments, an estimated $291M added.
  • The largest Delta Air Lines seller in Q4 2020 was Allianz Asset Management, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.