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Delta Air Lines

832 hedge funds and large institutions have $32.1B invested in Delta Air Lines in 2016 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 359 increasing their positions, 308 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $439M

17% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 308

0.55% more ownership

Funds ownership: 85.22%85.77% (+0.55%)

4% less funds holding

Funds holding: 863832 (-31)

12% less capital invested

Capital invested by funds: $36.7B → $32.1B (-$4.55B)

19% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 104

25% less funds holding in top 10

Funds holding in top 10: 7355 (-18)

Holders
832
Holders Change
-31
Holders Change %
-3.59%
% of All Funds
22.17%
Holding in Top 10
55
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-24.66%
% of All Funds
1.47%
New
84
Increased
359
Reduced
308
Closed
104
Calls
$1.05B
Puts
$439M
Net Calls
+$607M
Net Calls Change
+$542M
Name Holding Trade Value Shares
Change
Change in
Stake
CCI
51
Columbus Circle Investors
$141M -$31.5M -673,434 -19%
FAM
52
Fred Alger Management
New York
$133M -$14.9M -319,812 -10%
Prudential Financial
53
Prudential Financial
New Jersey
$130M -$20.3M -433,610 -14%
UBS AM
54
UBS AM
Illinois
$128M -$7.69M -164,589 -6%
TA
55
Teachers Advisors
New York
$128M -$648K -13,882 -0.5%
UBS Group
56
UBS Group
Switzerland
$123M -$7.13M -152,615 -6%
Goldman Sachs
57
Goldman Sachs
New York
$122M -$16.9M -361,908 -13%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$119M +$3.94M +84,292 +4%
American Century Companies
59
American Century Companies
Missouri
$117M +$20.3M +434,519 +22%
GE
60
General Electric
Ohio
$117M -$6.79M -145,309 -6%
MVP
61
Miller Value Partners
Florida
$115M -$9.69M -207,500 -8%
RFC
62
Russell Frank Company
Washington
$115M +$8.18M +175,222 +8%
NI
63
Numeric Investors
Massachusetts
$110M +$95.5M +2,043,600 +918%
Massachusetts Financial Services
64
Massachusetts Financial Services
Massachusetts
$110M +$15.7M +336,284 +17%
PAM
65
Panagora Asset Management
Massachusetts
$107M +$18.4M +394,379 +22%
DLA
66
Douglas Lane & Associates
New York
$106M +$102M +2,184,997 New
DCP
67
Darsana Capital Partners
New York
$106M -$39.7M -850,000 -28%
Stifel Financial
68
Stifel Financial
Missouri
$105M -$3.16M -67,548 -3%
Principal Financial Group
69
Principal Financial Group
Iowa
$104M +$3.93M +84,047 +4%
PP
70
Prudential plc
United Kingdom
$100M -$2.75M -58,900 -3%
EAM
71
Eagle Asset Management
Florida
$98M -$6.47M -138,551 -6%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$97.6M -$6.14M -131,500 -6%
NIPH
73
NN Investment Partners Holdings
Netherlands
$97M +$93.1M +1,992,304 New
Wellington Management Group
74
Wellington Management Group
Massachusetts
$95.5M -$328K -7,018 -0.4%
SIG
75
Senator Investment Group
New York
$85.2M -$81.7M -1,750,000 -50%

DAL Hedge Fund Activity: Q1 2016 in Review

832 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q1 2016, worth a combined $32.1B — down 12% from $36.7B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of DAL and 84 opened new positions — a net loss of 20 holders — while 308 trimmed existing stakes and 359 added.

The largest buyer was Evercore Trust Company, opening a new position worth an estimated $367M. The largest seller was Capital World Investors, cutting an estimated $311M.

  • 832 institutional investors held Delta Air Lines (DAL) as of Q1 2016, down from 863 in Q4 2015.
  • Funds reported $32.1B of Delta Air Lines stock for Q1 2016, down 12% quarter-over-quarter.
  • 84 funds opened new Delta Air Lines positions in Q1 2016 and 104 closed out, a net change of -20 holders.
  • The largest Delta Air Lines buyer in Q1 2016 was Evercore Trust Company, an estimated $367M added.
  • The largest Delta Air Lines seller in Q1 2016 was Capital World Investors, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2016.