We are live on ! Find out more
DAL icon

Delta Air Lines

863 hedge funds and large institutions have $36.7B invested in Delta Air Lines in 2015 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 313 increasing their positions, 324 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

26% more funds holding in top 10

Funds holding in top 10: 5873 (+15)

12% more capital invested

Capital invested by funds: $32.7B → $36.7B (+$3.94B)

9% more funds holding

Funds holding: 794863 (+69)

8% more call options, than puts

Call options by funds: $875M | Put options by funds: $810M

0.72% less ownership

Funds ownership: 85.94%85.22% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 324

Holders
863
Holders Change
+69
Holders Change %
+8.69%
% of All Funds
22.64%
Holding in Top 10
73
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25.86%
% of All Funds
1.92%
New
136
Increased
313
Reduced
324
Closed
58
Calls
$875M
Puts
$810M
Net Calls
+$64.6M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
KKAMG
826
Kernodle & Katon Asset Management Group
Arkansas
$8K +$7.86K +159 New
FCCM
827
First City Capital Management
Georgia
$7.15K
APSP
828
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K
FMII
829
Farmers & Merchants Investments Inc
Nebraska
$7K
PCM
830
Penserra Capital Management
California
$7K +$6.63K +134 New
CFA
831
Carroll Financial Associates
North Carolina
$6K -$494 -10 -7%
BBHC
832
Brown Brothers Harriman & Co
New York
$6K
TWA
833
TCI Wealth Advisors
Arizona
$6K +$2.62K +53 +84%
ClearBridge Investments
834
ClearBridge Investments
New York
$6K +$5.39K +109 New
LWA
835
Lenox Wealth Advisors
New York
$6K +$5.79K +117 New
MFT
836
Moisand Fitzgerald Tamayo
Florida
$6K +$5.83K +118 New
WP
837
WealthPLAN Partners
Nebraska
$5.39K +$64.6K +1,306 New
PG
838
Patten Group
Tennessee
$5.07K
TRCT
839
Tower Research Capital (TRC)
New York
$5K -$12.7K -256 -72%
TFO
840
Tarbox Family Office
California
$5K
WCM
841
Wealthcare Capital Management
Virginia
$5K
PFO
842
Pathstone Family Office
New Jersey
$5K +$49 +1 +1%
GXMC
843
Global X Management Company
New York
$5K +$198 +4 +4%
AIA
844
Allegis Investment Advisors
Idaho
$5K +$4.4K +89 New
DPA
845
Delphi Private Advisors
California
$5K +$5.19K +105 New
EWM
846
Endurance Wealth Management
Rhode Island
$4K
FMT
847
First Mercantile Trust
Tennessee
$4K
GI
848
Gradient Investments
Minnesota
$4K +$3.81K +77 New
HWP
849
Hefty Wealth Partners
Indiana
$4K +$4K +81 New
GBBWRPM
850
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4.2K +85 New

DAL Hedge Fund Activity: Q4 2015 in Review

863 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2015, worth a combined $36.7B — up 12% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new DAL positions and 58 closed out — a net gain of 78 holders — while 313 added to existing stakes and 324 trimmed.

The largest buyer was Ameriprise, adding an estimated $157M. The largest seller was Capital World Investors, cutting an estimated $792M.

  • 863 institutional investors held Delta Air Lines (DAL) as of Q4 2015, up from 794 in Q3 2015.
  • Funds reported $36.7B of Delta Air Lines stock for Q4 2015, up 12% quarter-over-quarter.
  • 136 funds opened new Delta Air Lines positions in Q4 2015 and 58 closed out, a net change of +78 holders.
  • The largest Delta Air Lines buyer in Q4 2015 was Ameriprise, an estimated $157M added.
  • The largest Delta Air Lines seller in Q4 2015 was Capital World Investors, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2015.