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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
EW
751
Evoke Wealth
California
$89K
CFA
752
Carroll Financial Associates
North Carolina
$85K -$1.05K -29 -1%
GI
753
Gradient Investments
Minnesota
$85K
WT
754
Washington Trust
Rhode Island
$82K
FWM
755
ForthRight Wealth Management
Georgia
$81K +$73.1K +2,011 New
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$81K +$73.3K +2,016 New
AP
757
Arlington Partners
Alabama
$80K
IA
758
Inspire Advisors
Idaho
$79K +$71.5K +1,966 New
CAL
759
Capital Advisors Ltd
Ohio
$78K
GC
760
Grace Capital
Massachusetts
$74K +$66.5K +1,829 New
SWM
761
Sugarloaf Wealth Management
Georgia
$73K
FPCG
762
Fort Pitt Capital Group
Pennsylvania
$72K -$3.58M -98,560 -98%
CA
763
Crewe Advisors
Utah
$72K +$17.1K +471 +35%
FTDI
764
First Trust Direct Indexing
Massachusetts
$71K +$64K +1,759 New
SAM
765
Shell Asset Management
Netherlands
$69K
VCG
766
Vantage Consulting Group
Virginia
$69K +$62.6K +1,720 New
HI
767
Hudock Inc
Pennsylvania
$67K -$12.3K -339 -17%
RIA
768
RPG Investment Advisory
California
$66K
LWCFA
769
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K +$60K +1,650 New
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$5.46K -150 -9%
HFS
771
Hantz Financial Services
Michigan
$62K -$275K -7,552 -83%
BBHC
772
Brown Brothers Harriman & Co
New York
$62K -$73.8K -2,029 -57%
PO
773
Private Ocean
California
$62K
GTAM
774
Global Trust Asset Management
Florida
$60K -$7.27K -200 -12%
AWG
775
Altus Wealth Group
Colorado
$60K +$54.2K +1,489 New

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.