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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
AOWM
701
Alpha Omega Wealth Management
Virginia
$201K -$18.8K -470 -9%
RCG
702
Regatta Capital Group
California
$201K +$206K +5,151 New
Koshinski Asset Management
703
Koshinski Asset Management
Illinois
$199K +$4K +100 +2%
BCP
704
Blue Chip Partners
Michigan
$196K +$1.96K +49 +1%
HIA
705
Harbor Investment Advisory
Maryland
$193K +$172K +4,300 +668%
PMFA
706
Plante Moran Financial Advisors
Michigan
$192K -$144K -3,595 -42%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$180K -$114K -2,855 -38%
DHGWA
708
Dixon Hughes Goodman Wealth Advisors
North Carolina
$161K +$165K +4,111 New
EW
709
Evoke Wealth
California
$155K +$20.8K +520 +15%
QCG
710
Quadrant Capital Group
Ohio
$153K -$5.76K -144 -4%
EFS
711
Econ Financial Services
Pennsylvania
$152K +$156K +3,895 New
AWM
712
Avior Wealth Management
Nebraska
$151K +$4.64K +116 +3%
FWM
713
Focused Wealth Management
New York
$147K +$45K +1,124 +43%
GFPC
714
Global Financial Private Client
Florida
$143K
FMLI
715
Fukoku Mutual Life Insurance
Japan
$136K +$6.4K +160 +5%
JFA
716
JNBA Financial Advisors
Minnesota
$135K -$20.3K -507 -13%
FPWM
717
FSB Premier Wealth Management
Iowa
$135K +$138K +3,459 New
TIM
718
Tortoise Investment Management
New York
$129K -$10.4K -260 -7%
Macquarie Group
719
Macquarie Group
Australia
$125K -$146K -3,637 -53%
HPC
720
HM Payson & Co
Maine
$125K
TFS
721
TrustCore Financial Services
Tennessee
$122K -$160 -4 -0.1%
SAS
722
Stelac Advisory Services
New York
$118K -$299K -7,459 -71%
CFO
723
CVA Family Office
Colorado
$113K +$7.21K +180 +7%
TCM
724
Tradewinds Capital Management
Washington
$111K
PP
725
PrairieView Partners
Minnesota
$107K -$30.7K -768 -22%

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.