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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
GG
651
Gofen & Glossberg
Illinois
$245K -$42.6K -1,065 -15%
RFN
652
RDA Financial Network
Iowa
$245K +$1.4K +35 +0.6%
IC
653
Intersect Capital
California
$244K -$476K -11,888 -66%
EWA
654
EP Wealth Advisors
California
$244K -$440 -11 -0.2%
MS
655
Mizuho Securities
Japan
$243K +$19.4K +484 +8%
SW
656
SkyOak Wealth
Michigan
$242K -$3.6K -90 -1%
P
657
Pariax
California
$242K +$248K +6,200 New
BFG
658
Berger Financial Group
Minnesota
$240K -$41.2K -1,030 -14%
HW
659
Hancock Whitney
Mississippi
$238K -$12.9K -322 -5%
MCM
660
Mainstay Capital Management
Michigan
$238K +$243K +6,075 New
SFWA
661
Summit Financial Wealth Advisors
Louisiana
$236K
SAM
662
Silphium Asset Management
United Kingdom
$234K -$100K -2,500 -29%
CCM
663
Covington Capital Management
California
$234K -$4K -100 -2%
EWM
664
Edge Wealth Management
New York
$234K -$1K -25 -0.4%
SP
665
Successful Portfolios
Florida
$234K +$4.96K +124 +2%
ED
666
Exane Derivatives
France
$233K -$984K -24,589 -80%
SF
667
Summit Financial
New Jersey
$233K +$238K +5,956 New
KeyBank National Association
668
KeyBank National Association
Ohio
$232K -$167K -4,180 -41%
PWA
669
Physician Wealth Advisors
Utah
$231K -$21.1K -527 -9%
EFS
670
Essex Financial Services
Connecticut
$231K +$4K +100 +2%
RCG
671
Resource Consulting Group
Florida
$230K +$236K +5,893 New
BJL
672
Brighton Jones LLC
Washington
$228K +$22.4K +559 +11%
DMBA
673
Deseret Mutual Benefit Administrators
Utah
$227K
WDG
674
Wealth Dimensions Group
Ohio
$226K -$4K -100 -2%
DAS
675
Dynamic Advisor Solutions
Arizona
$225K -$4.36K -109 -2%

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.