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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
RIM
926
Rockbridge Investment Management
New York
$4K -$364 -10 -9%
BWP
927
Baldwin Wealth Partners
Massachusetts
$4K
BAM
928
Bellevue Asset Management
Washington
$4K
CWAF
929
Core Wealth Advisors (Florida)
Florida
$4K
TCM
930
TD Capital Management
Tennessee
$4K
WTC
931
WhitTier Trust Company
Nevada
$4K
JPLA
932
Joseph P. Lucia & Associates
New York
$4K +$3.35K +92 New
JWA
933
JFS Wealth Advisors
Pennsylvania
$4K +$3.64K +100 New
LGA
934
Lebenthal Global Advisors
New York
$4K +$3.64K +100 New
FFA
935
Freedman Financial Associates
Massachusetts
$4K +$3.67K +101 New
CT
936
Caldwell Trust
Florida
$3.62K
PG
937
Proffitt & Goodson
Tennessee
$3K -$3.64K -100 -60%
KCM
938
Kathmere Capital Management
Pennsylvania
$3K
LC
939
Lindbrook Capital
California
$3K
NC
940
NewSquare Capital
Pennsylvania
$3K
TFGT
941
TS Financial Group (TSFG)
Illinois
$3K
KFI
942
Key Financial Inc
Pennsylvania
$3K +$2.44K +67 New
BSSFA
943
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.46K +95 New
CMBA
944
C.M. Bidwell & Associates
Hawaii
$2K
FCB
945
First Command Bank
Texas
$2K
FCFS
946
First Command Financial Services
Texas
$2K
HFM
947
Hartford Financial Management
Connecticut
$2K
MWC
948
MBM Wealth Consultants
Missouri
$2K
PFPT
949
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
SFSIG
950
San Francisco Sentry Investment Group
California
$2K

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.