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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
MWA
676
MFA Wealth Advisors
Pennsylvania
$223K -$1.33M -33,343 -85%
CNBTD
677
Citizens National Bank Trust Department
Mississippi
$223K -$70K -1,750 -23%
APP
678
Avantax Planning Partners
Iowa
$222K -$24.3K -606 -10%
KWA
679
Kellett Wealth Advisors
Ohio
$222K +$227K +5,680 New
PK
680
Pflug Koory
Nebraska
$221K -$2K -50 -0.9%
LW
681
Linscomb Wealth
Texas
$221K +$22K +550 +11%
SIM
682
Sentry Investment Management
Wisconsin
$220K
BS
683
Boenning & Scattergood
Pennsylvania
$218K
MGP
684
Metis Global Partners
California
$218K +$224K +5,587 New
BWA
685
BDO Wealth Advisors
Florida
$217K
GAM
686
Gotham Asset Management
New York
$217K +$223K +5,565 New
FP
687
Financial Perspectives
Minnesota
$216K -$78.1K -1,951 -26%
CIBC Private Wealth Group
688
CIBC Private Wealth Group
Georgia
$216K +$221K +5,523 New
LSPW
689
Lake Street Private Wealth
Illinois
$216K +$221K +5,525 New
RW
690
REDW Wealth
New Mexico
$214K
BIAS
691
Beacon Investment Advisory Services
New Jersey
$214K +$14.4K +360 +7%
BWM
692
BCS Wealth Management
Tennessee
$212K +$217K +5,427 New
CFA
693
Cahill Financial Advisors
Minnesota
$211K +$200 +5 +0.1%
BRWM
694
B. Riley Wealth Management
Tennessee
$209K -$10.4K -261 -5%
HCA
695
Heck Capital Advisors
Wisconsin
$208K -$243K -6,082 -53%
FLI
696
Family Legacy Inc
South Carolina
$207K -$12K -300 -6%
CLOS
697
Compagnie Lombard Odier SCmA
Switzerland
$207K
PCS
698
Personal CFO Solutions
New Jersey
$204K +$20.2K +505 +11%
BSW
699
Buckingham Strategic Wealth
Missouri
$203K -$14.4K -359 -6%
DA
700
Doliver Advisors
Texas
$202K -$10.6K -265 -5%

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.