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Delta Air Lines

981 hedge funds and large institutions have $15.8B invested in Delta Air Lines in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 326 increasing their positions, 329 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

2% more funds holding

Funds holding: 958981 (+23)

5% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.39B

0.4% less ownership

Funds ownership: 63.57%63.17% (-0.4%)

1% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 329

9% less capital invested

Capital invested by funds: $17.3B → $15.8B (-$1.56B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
981
Holders Change
+23
Holders Change %
+2.4%
% of All Funds
15.1%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
162
Increased
326
Reduced
329
Closed
122
Calls
$1.46B
Puts
$1.39B
Net Calls
+$69.7M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
626
Orion Portfolio Solutions
Nebraska
$271K +$5.24K +131 +2%
JIC
627
Johnson Investment Counsel
Ohio
$269K -$16K -400 -5%
CIAS
628
Capital Investment Advisory Services
North Carolina
$268K +$26.3K +657 +11%
AAM
629
Auxier Asset Management
Oregon
$266K
RIA
630
Regal Investment Advisors
Michigan
$266K +$240 +6 +0.1%
BWM
631
Baystate Wealth Management
Massachusetts
$264K -$37.3K -933 -12%
BMSSC
632
B. Metzler seel. Sohn & Co
Germany
$263K +$80.9K +2,020 +43%
CWM
633
Cahaba Wealth Management
Georgia
$263K +$80.9K +2,020 +43%
UFA
634
US Financial Advisors
Massachusetts
$261K
SW
635
SteelPeak Wealth
California
$261K +$267K +6,682 New
IAMOG
636
Investors Asset Management of Georgia
Georgia
$260K +$266K +6,645 New
TF
637
Trek Financial
Arizona
$258K -$189K -4,722 -42%
HWA
638
HHM Wealth Advisors
Tennessee
$258K -$1K -25 -0.4%
BAM
639
Brave Asset Management
New Jersey
$257K
OPWM
640
Oxinas Partners Wealth Management
Indiana
$256K -$128K -3,200 -33%
AG
641
AIA Group
Hong Kong
$254K +$260K +6,496 New
SWMG
642
Signature Wealth Management Group
Georgia
$253K
KMWM
643
Keudell/Morrison Wealth Management
Oregon
$253K +$260K +6,485 New
MA
644
Modus Advisors
Minnesota
$252K -$46.7K -1,167 -15%
SFP
645
Shepherd Financial Partners
Massachusetts
$252K
IA
646
IFG Advisory
Georgia
$249K -$9.85K -246 -4%
GT
647
Greenleaf Trust
Michigan
$247K -$44.5K -1,111 -15%
RCAG
648
Rehmann Capital Advisory Group
Michigan
$246K +$1.72K +43 +0.7%
BEI
649
Benjamin Edwards Inc
Missouri
$246K +$248K +6,187 +5,524%
BCM
650
Bluefin Capital Management
New York
$246K +$252K +6,298 New

DAL Hedge Fund Activity: Q4 2021 in Review

981 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2021, worth a combined $15.8B — down 9% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new DAL positions and 122 closed out — a net gain of 40 holders — while 326 added to existing stakes and 329 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 981 institutional investors held Delta Air Lines (DAL) as of Q4 2021, up from 958 in Q3 2021.
  • Funds reported $15.8B of Delta Air Lines stock for Q4 2021, down 9% quarter-over-quarter.
  • 162 funds opened new Delta Air Lines positions in Q4 2021 and 122 closed out, a net change of +40 holders.
  • The largest Delta Air Lines buyer in Q4 2021 was Neuberger Berman Group, an estimated $146M added.
  • The largest Delta Air Lines seller in Q4 2021 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.