We are live on ! Find out more
DAL icon

Delta Air Lines

1,076 hedge funds and large institutions have $21.8B invested in Delta Air Lines in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 313 increasing their positions, 387 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 75

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

41% more capital invested

Capital invested by funds: $15.5B → $21.8B (+$6.32B)

15% more call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.25B

10% more funds holding

Funds holding: 9771,076 (+99)

2.23% more ownership

Funds ownership: 69.37%71.6% (+2.2%)

19% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 387

Holders
1,076
Holders Change
+99
Holders Change %
+10.13%
% of All Funds
16.89%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.33%
New
182
Increased
313
Reduced
387
Closed
75
Calls
$1.44B
Puts
$1.25B
Net Calls
+$184M
Net Calls Change
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
676
NWAM LLC
Washington
$327K
CA
677
CoreCap Advisors
Michigan
$327K +$253K +6,869 New
HWA
678
HHM Wealth Advisors
Tennessee
$326K -$63.9K -1,731 -20%
CI
679
Cigna Investments
Connecticut
$325K
RFN
680
RDA Financial Network
Iowa
$324K
CAS
681
CTC Alternative Strategies
Illinois
$323K +$251K +6,800 New
PTC
682
Private Trust Company
Ohio
$321K +$1.55K +42 +0.6%
RIA
683
Realta Investment Advisors
Delaware
$319K
AAM
684
Auxier Asset Management
Oregon
$319K
Fisher Asset Management
685
Fisher Asset Management
Washington
$317K +$246K +6,661 New
LFG
686
Larson Financial Group
Missouri
$316K -$1.99K -54 -0.8%
WDG
687
Wealth Dimensions Group
Ohio
$316K +$8.56K +232 +4%
KW
688
KWB Wealth
California
$314K -$4.35K -118 -2%
RW
689
REDW Wealth
New Mexico
$313K -$23.4K -635 -9%
CAG
690
Csenge Advisory Group
Florida
$312K +$242K +6,564 New
ACP
691
Aviance Capital Partners
Florida
$309K
Financial Engines Advisors
692
Financial Engines Advisors
California
$306K +$237K +6,429 New
HG
693
Harbor Group
New Hampshire
$303K
Empower Advisory Group
694
Empower Advisory Group
Colorado
$302K -$49.2K -1,334 -17%
MA
695
MCF Advisors
Kentucky
$298K
SWMG
696
Signature Wealth Management Group
Georgia
$298K
GIA
697
Gladstone Institutional Advisory
Florida
$297K +$1.99K +54 +0.9%
KFGK
698
Keystone Financial Group (Kentucky)
Kentucky
$297K +$230K +6,239 New
BTWM
699
Baker Tilly Wealth Management
Wisconsin
$296K +$1.22K +33 +0.5%
TAM
700
Tocqueville Asset Management
New York
$295K -$1.83M -49,500 -89%

DAL Hedge Fund Activity: Q2 2023 in Review

1,076 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q2 2023, worth a combined $21.8B — up 41% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new DAL positions and 75 closed out — a net gain of 107 holders — while 313 added to existing stakes and 387 trimmed.

The largest buyer was Capital International Investors, adding an estimated $580M. The largest seller was Renaissance Technologies, cutting an estimated $109M.

  • 1,076 institutional investors held Delta Air Lines (DAL) as of Q2 2023, up from 977 in Q1 2023.
  • Funds reported $21.8B of Delta Air Lines stock for Q2 2023, up 41% quarter-over-quarter.
  • 182 funds opened new Delta Air Lines positions in Q2 2023 and 75 closed out, a net change of +107 holders.
  • The largest Delta Air Lines buyer in Q2 2023 was Capital International Investors, an estimated $580M added.
  • The largest Delta Air Lines seller in Q2 2023 was Renaissance Technologies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2023.