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Delta Air Lines

1,026 hedge funds and large institutions have $16.7B invested in Delta Air Lines in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 367 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $965M

0% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 367

1.38% less ownership

Funds ownership: 71.6%70.22% (-1.4%)

5% less funds holding

Funds holding: 1,0761,026 (-50)

23% less capital invested

Capital invested by funds: $21.8B → $16.7B (-$5.13B)

28% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 134

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

Holders
1,026
Holders Change
-50
Holders Change %
-4.65%
% of All Funds
16.28%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.21%
New
96
Increased
368
Reduced
367
Closed
134
Calls
$1.23B
Puts
$965M
Net Calls
+$269M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
851
Sittner & Nelson
Oregon
$33.3K
MFT
852
Moisand Fitzgerald Tamayo
Florida
$32.3K +$13.5K +311 +55%
JWA
853
JFS Wealth Advisors
Pennsylvania
$30.5K +$12.3K +283 +52%
SCM
854
Silvant Capital Management
Georgia
$30.3K
WAS
855
Winch Advisory Services
Wisconsin
$30K -$1.91K -44 -5%
VNA
856
Valley National Advisers
Pennsylvania
$30K +$2.17K +50 +7%
WIM
857
Westside Investment Management
California
$29.6K
FHA
858
First Horizon Advisors
Tennessee
$29.5K +$4.08K +94 +13%
EA
859
Evolution Advisers
Virginia
$28K
TSWM
860
Tyler-Stone Wealth Management
Ohio
$28K
NFSG
861
Newbridge Financial Services Group
Florida
$27.8K -$2.08K -48 -6%
AssetMark Inc
862
AssetMark Inc
California
$26.6K +$11.4K +262 +57%
HBW
863
Hazlett, Burt & Watson
West Virginia
$26K +$43 +1 +0.1%
MIFH
864
Migdal Insurance & Financial Holdings
Israel
$25K +$24.7K +570 +496%
SC
865
Stephens Consulting
Michigan
$24.7K
HGERS
866
Householder Group Estate & Retirement Specialist
Arizona
$24.2K +$28.4K +654 New
SOW
867
State of Wyoming
Wyoming
$24.1K -$102K -2,343 -78%
TCM
868
Tradewinds Capital Management
Washington
$22.2K
DMBA
869
Deseret Mutual Benefit Administrators
Utah
$22.2K
AWM
870
AllSquare Wealth Management
New York
$21.6K
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$21.4K -$4.17K -96 -14%
CWC
872
Carolinas Wealth Consulting
North Carolina
$20.5K
FCAS
873
First Command Advisory Services
Texas
$19.6K +$23.1K +531 New
ACM
874
Antonetti Capital Management
Florida
$19.6K
AFG
875
Albion Financial Group
Utah
$19.4K

DAL Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q3 2023, worth a combined $16.7B — down 23% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of DAL and 96 opened new positions — a net loss of 38 holders — while 367 trimmed existing stakes and 368 added.

The largest buyer was Renaissance Technologies, adding an estimated $208M. The largest seller was Capital World Investors, cutting an estimated $506M.

  • 1,026 institutional investors held Delta Air Lines (DAL) as of Q3 2023, down from 1,076 in Q2 2023.
  • Funds reported $16.7B of Delta Air Lines stock for Q3 2023, down 23% quarter-over-quarter.
  • 96 funds opened new Delta Air Lines positions in Q3 2023 and 134 closed out, a net change of -38 holders.
  • The largest Delta Air Lines buyer in Q3 2023 was Renaissance Technologies, an estimated $208M added.
  • The largest Delta Air Lines seller in Q3 2023 was Capital World Investors, an estimated $506M sold.

Based on aggregated 13F filings for Q3 2023.