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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
Koshinski Asset Management
676
Koshinski Asset Management
Illinois
$229K +$207K +5,703 New
CWM
677
Cahaba Wealth Management
Georgia
$226K +$206K +5,673 New
RFN
678
RDA Financial Network
Iowa
$224K -$134K -3,692 -40%
CG
679
Caprock Group
Idaho
$224K +$202K +5,561 New
RIM
680
Redpoint Investment Management
Australia
$224K +$203K +5,570 New
P
681
Pitcairn
Pennsylvania
$223K +$201K +5,535 New
FNBT
682
FineMark National Bank & Trust
Florida
$223K +$202K +5,554 New
SCM
683
Shelton Capital Management
Colorado
$221K +$200K +5,486 New
BS
684
Boenning & Scattergood
Pennsylvania
$221K +$200K +5,495 New
EWM
685
Empirical Wealth Management
Washington
$221K +$200K +5,505 New
KA
686
Kozak & Associates
Colorado
$220K +$194K +5,342 New
BJL
687
Brighton Jones LLC
Washington
$219K +$198K +5,449 New
CC
688
Colrain Capital
Massachusetts
$217K -$72.7K -2,000 -27%
IAN
689
Integrated Advisors Network
Texas
$217K +$197K +5,405 New
CCP
690
Corient Capital Partners
California
$215K +$194K +5,335 New
RW
691
REDW Wealth
New Mexico
$215K +$195K +5,355 New
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$168K +4,617 +660%
Verition Fund Management
693
Verition Fund Management
Connecticut
$213K -$640K -17,609 -77%
NP
694
NorthRock Partners
Minnesota
$213K +$193K +5,299 New
AA
695
Argent Advisors
Louisiana
$212K -$47.4K -1,303 -20%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$211K +$191K +5,255 New
LW
697
Linscomb Wealth
Texas
$210K +$190K +5,229 New
CCM
698
Covington Capital Management
California
$209K
MMA
699
Miracle Mile Advisors
California
$208K +$188K +5,162 New
DA
700
Doliver Advisors
Texas
$208K +$188K +5,180 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.