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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
OIA
801
Optimum Investment Advisors
Illinois
$40K -$14.5K -400 -29%
BCM
802
Bourgeon Capital Management
Connecticut
$40K
DWP
803
Destiny Wealth Partners
Florida
$40K +$36.4K +1,000 New
HS
804
Horan Securities
United States
$40K +$36.4K +1,000 New
SIAG
805
Safeguard Investment Advisory Group
California
$40K +$36.4K +1,000 New
CCC
806
Crescent Capital Consulting
Louisiana
$40K +$36.4K +1,001 New
HWM
807
HighMark Wealth Management
Minnesota
$38K -$2.36K -65 -6%
HCP
808
Hexagon Capital Partners
Arkansas
$38K
JFA
809
JNBA Financial Advisors
Minnesota
$38K
BFC
810
Bedel Financial Consulting
Indiana
$36K -$364 -10 -1%
SSB
811
Sandy Spring Bank
Maryland
$36K
SFP
812
Sterling Financial Planning
New Jersey
$36K +$32.8K +902 New
DWMG
813
DB Wealth Management Group
California
$35K +$31.6K +870 New
ATC
814
Adirondack Trust Company
New York
$34K +$4.18K +115 +15%
SCM
815
Silvant Capital Management
Georgia
$33K
ZB
816
Zions Bancorporation
Utah
$33K +$1.38K +38 +5%
GWMIA
817
Global Wealth Management Investment Advisory
Florida
$32K -$20.5K -565 -41%
RMC
818
Resources Management Corp
Connecticut
$32K -$1.85K -51 -6%
BDS
819
Banco de Sabadell
Florida
$30K
WPA
820
West Paces Advisors
Georgia
$29.3K -$2.07K -57 -7%
SWA
821
Sutton Wealth Advisors
Florida
$28.1K +$1.6K +44 +7%
BWM
822
BerganKDV Wealth Management
Minnesota
$28K
SWM
823
Selective Wealth Management
Virginia
$28K
VCM
824
Versant Capital Management
Arizona
$28K
AFG
825
Albion Financial Group
Utah
$28K +$25.3K +696 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.