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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
BWL
851
Bogart Wealth LLC
Virginia
$18K -$27.1K -744 -62%
TFA
852
Toth Financial Advisory
Virginia
$18K
PFO
853
Pathstone Family Office
New Jersey
$18K +$13.6K +373 +549%
Capstone Investment Advisors
854
Capstone Investment Advisors
New York
$18K +$16.3K +447 New
RDFA
855
Ritter Daniher Financial Advisory
Ohio
$18K +$16.7K +460 New
FHC
856
First Horizon Corporation
Tennessee
$17K +$1.49K +41 +10%
HFA
857
Hoover Financial Advisors
Pennsylvania
$17K +$14.7K +403 New
AA
858
AlphaMark Advisors
Kentucky
$16K
IWP
859
IAG Wealth Partners
Wisconsin
$16K
SNT
860
Security National Trust
West Virginia
$16K
IPW
861
IronBridge Private Wealth
Texas
$16K +$14.5K +400 New
SLF
862
Sun Life Financial
Ontario, Canada
$15K +$36 +1 +0.3%
SFPG
863
Stonebridge Financial Planning Group
Florida
$14K
WOC
864
West Oak Capital
California
$14K
AFS
865
Annapolis Financial Services
Maryland
$14K +$12.7K +350 New
JGIA
866
Jackson Grant Investment Advisers
Connecticut
$14K +$12.7K +350 New
CBT
867
CoreFirst Bank & Trust
Kansas
$14K +$13.1K +359 New
MFT
868
Moisand Fitzgerald Tamayo
Florida
$13K
VNA
869
Valley National Advisers
Pennsylvania
$13K
AIG
870
American International Group
New York
$12.8K +$717K +19,702 +7%
TAM
871
Tucker Asset Management
Colorado
$12.1K +$10.9K +300 New
CHA
872
Carmichael Hill & Associates
Maryland
$12K
FWM
873
FSA Wealth Management
Massachusetts
$12K +$10.5K +289 New
SN
874
Sittner & Nelson
Oregon
$12K +$10.9K +300 New
M
875
MOTCO
Texas
$11K

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.