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Delta Air Lines

973 hedge funds and large institutions have $16.2B invested in Delta Air Lines in 2020 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 81

39% more capital invested

Capital invested by funds: $11.7B → $16.2B (+$4.52B)

17% more funds holding

Funds holding: 834973 (+139)

14% more call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.31B

3.12% more ownership

Funds ownership: 59.87%62.99% (+3.1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

21% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 331

Holders
973
Holders Change
+139
Holders Change %
+16.67%
% of All Funds
17.22%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
234
Increased
263
Reduced
331
Closed
81
Calls
$1.5B
Puts
$1.31B
Net Calls
+$188M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
726
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K -$163K -4,475 -58%
BWM
727
Baystate Wealth Management
Massachusetts
$132K -$36 -1 -0%
SQA
728
Simon Quick Advisors
New Jersey
$131K +$72.7K +2,000 +160%
SWA
729
SOA Wealth Advisors
New York
$130K +$110K +3,032 New
FCH
730
Freestone Capital Holdings
Washington
$128K -$100K -2,755 -46%
AF
731
Allworth Financial
California
$126K
GWS
732
Glassman Wealth Services
Virginia
$125K +$38.8K +1,066 +52%
Acadian Asset Management
733
Acadian Asset Management
Massachusetts
$123K -$10.7K -295 -9%
VC
734
Veracity Capital
Georgia
$120K +$87.3K +2,400 +400%
ICP
735
Interchange Capital Partners
Pennsylvania
$120K +$109K +2,987 New
MA
736
MCF Advisors
Kentucky
$118K -$72.7K -2,000 -40%
JCM
737
Jacobi Capital Management
Pennsylvania
$118K +$53.3K +1,465 +100%
TCM
738
Tradewinds Capital Management
Washington
$115K
CWC
739
Carolinas Wealth Consulting
North Carolina
$110K
PP
740
PrairieView Partners
Minnesota
$110K
VAIA
741
Virtus Alternative Investment Advisers
Connecticut
$110K +$99.8K +2,744 New
CFO
742
CVA Family Office
Colorado
$109K
HPC
743
HM Payson & Co
Maine
$107K
SIS
744
Sound Income Strategies
Florida
$104K
EWM
745
Edge Wealth Management
New York
$101K -$92.4K -2,540 -51%
BCA
746
Berman Capital Advisors
Georgia
$100K +$43.8K +1,204 +92%
CA
747
Clearstead Advisors
Ohio
$99K
PCIA
748
Prime Capital Investment Advisors
Kansas
$95K -$1.69M -46,509 -95%
AWM
749
Avior Wealth Management
Nebraska
$94K -$5.46K -150 -6%
WEC
750
Winslow Evans & Crocker
Massachusetts
$92K +$28K +770 +51%

DAL Hedge Fund Activity: Q4 2020 in Review

973 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2020, worth a combined $16.2B — up 39% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new DAL positions and 81 closed out — a net gain of 153 holders — while 263 added to existing stakes and 331 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $291M. The largest seller was Allianz Asset Management, cutting an estimated $132M.

  • 973 institutional investors held Delta Air Lines (DAL) as of Q4 2020, up from 834 in Q3 2020.
  • Funds reported $16.2B of Delta Air Lines stock for Q4 2020, up 39% quarter-over-quarter.
  • 234 funds opened new Delta Air Lines positions in Q4 2020 and 81 closed out, a net change of +153 holders.
  • The largest Delta Air Lines buyer in Q4 2020 was Fidelity Investments, an estimated $291M added.
  • The largest Delta Air Lines seller in Q4 2020 was Allianz Asset Management, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.