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Delta Air Lines

781 hedge funds and large institutions have $28.1B invested in Delta Air Lines in 2015 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 295 increasing their positions, 314 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $1.38B | Put options by funds: $866M

0.95% less ownership

Funds ownership: 84.89%83.95% (-0.95%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 314

4% less funds holding

Funds holding: 815781 (-34)

11% less capital invested

Capital invested by funds: $31.5B → $28.1B (-$3.37B)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 113

Holders
781
Holders Change
-34
Holders Change %
-4.17%
% of All Funds
21.04%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
1.45%
New
88
Increased
295
Reduced
314
Closed
113
Calls
$1.38B
Puts
$866M
Net Calls
+$519M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$108M -$3.01M -68,922 -3%
GE
52
General Electric
Ohio
$104M +$11.9M +273,206 +12%
DCP
53
Darsana Capital Partners
New York
$103M +$13.1M +300,000 +14%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$102M -$75.3M -1,722,209 -41%
DCLA
55
Douglas C. Lane & Associates
New York
$100M -$3.02M -69,060 -3%
MVP
56
Miller Value Partners
Florida
$98.8M
MCM
57
Marsico Capital Management
Colorado
$97.7M -$16.8M -383,761 -14%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$95.9M +$2.17M +49,597 +2%
ABC
59
Anchor Bolt Capital
Illinois
$95.6M +$38M +868,651 +60%
BIM
60
BlackRock Investment Management
Delaware
$94.5M +$39.8M +910,531 +66%
TA
61
Teachers Advisors
New York
$93M -$8.64M -197,762 -8%
Stifel Financial
62
Stifel Financial
Missouri
$92.1M +$13.7M +313,097 +16%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$91.6M -$12M -273,598 -11%
VFA
64
Virtus Fund Advisers
Connecticut
$90.1M +$79.3M +1,814,828 +478%
BlackRock
65
BlackRock
New York
$88.3M +$12.9M +295,835 +16%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$87.3M +$31.7M +725,654 +52%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$84.1M -$300K -6,868 -0.3%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$83.4M -$71.5M -1,635,377 -45%
FPP
69
Findlay Park Partners
United Kingdom
$82.9M -$19.7M -450,000 -18%
MAA
70
Managed Account Advisors
New Jersey
$82.9M -$5.18M -118,466 -6%
CC
71
Cannell & Co
New York
$80.5M +$9.25M +211,748 +12%
Goldman Sachs
72
Goldman Sachs
New York
$79.4M -$22.7M -519,330 -21%
Principal Financial Group
73
Principal Financial Group
Iowa
$76.2M -$12.9M -294,599 -14%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$75.9M +$55M +1,258,267 +214%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$75.7M +$6.46M +147,786 +9%

DAL Hedge Fund Activity: Q2 2015 in Review

781 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q2 2015, worth a combined $28.1B — down 11% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of DAL and 88 opened new positions — a net loss of 25 holders — while 314 trimmed existing stakes and 295 added.

The largest buyer was Citadel Advisors, adding an estimated $249M. The largest seller was Fidelity Investments, cutting an estimated $570M.

  • 781 institutional investors held Delta Air Lines (DAL) as of Q2 2015, down from 815 in Q1 2015.
  • Funds reported $28.1B of Delta Air Lines stock for Q2 2015, down 11% quarter-over-quarter.
  • 88 funds opened new Delta Air Lines positions in Q2 2015 and 113 closed out, a net change of -25 holders.
  • The largest Delta Air Lines buyer in Q2 2015 was Citadel Advisors, an estimated $249M added.
  • The largest Delta Air Lines seller in Q2 2015 was Fidelity Investments, an estimated $570M sold.

Based on aggregated 13F filings for Q2 2015.