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Delta Air Lines

1,135 hedge funds and large institutions have $32.2B invested in Delta Air Lines in 2019 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 403 increasing their positions, 399 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 99

7% more funds holding in top 10

Funds holding in top 10: 4245 (+3)

7% more funds holding

Funds holding: 1,0651,135 (+70)

1% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 399

1% less capital invested

Capital invested by funds: $32.6B → $32.2B (-$434M)

2.04% less ownership

Funds ownership: 87.27%85.23% (-2%)

14% less call options, than puts

Call options by funds: $985M | Put options by funds: $1.15B

Holders
1,135
Holders Change
+70
Holders Change %
+6.57%
% of All Funds
22.36%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.89%
New
190
Increased
403
Reduced
399
Closed
99
Calls
$985M
Puts
$1.15B
Net Calls
-$162M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
976
Carolina Wealth Advisors
South Carolina
$78K +$74.9K +1,335 New
WEC
977
Winslow Evans & Crocker
Massachusetts
$76K
AWM
978
Atticus Wealth Management
Florida
$75K +$71.5K +1,274 New
IFAM
979
Institutional & Family Asset Management
Colorado
$74K +$71.2K +1,269 New
THWM
980
Taylor Hoffman Wealth Management
Virginia
$73K -$11.2K -200 -14%
FMT
981
First Mercantile Trust
Tennessee
$71K -$2.8K -50 -4%
CT
982
Caldwell Trust
Florida
$70.4K +$67.5K +1,204 New
SAM
983
S.A. Mason
Michigan
$70K +$67.3K +1,200 New
OC
984
Oakworth Capital
Alabama
$68K -$897 -16 -1%
CBT
985
Capital Bank & Trust
California
$66K -$3.53K -63 -5%
BWM
986
BerganKDV Wealth Management
Minnesota
$66K +$2.97K +53 +5%
HWA
987
Heritage Wealth Advisors
Virginia
$64.4K +$32.8K +585 +113%
AA
988
Ancora Advisors
Ohio
$64K +$61.7K +1,100 New
GFPC
989
Global Financial Private Client
Florida
$63.7K +$61.1K +1,089 New
ACM
990
Allred Capital Management
Texas
$61.5K +$59K +1,052 New
Credit Agricole
991
Credit Agricole
France
$59K
OIA
992
Optimum Investment Advisors
Illinois
$59K
FGAM
993
Financial Gravity Asset Management
Texas
$58K -$617 -11 Closed
FWM
994
Foresight Wealth Management
Utah
$58K +$28K +500 +100%
MAWCM
995
Mine & Arao Wealth Creation & Management
California
$58K +$56.1K +1,000 New
TCWM
996
Total Clarity Wealth Management
Illinois
$58K +$56.1K +1,000 New
RA
997
Rational Advisors
New York
$56K -$1.16M -20,762 -96%
CAL
998
Capital Analysts LLC
Pennsylvania
$56K
FHA
999
First Horizon Advisors
Tennessee
$55K +$36.9K +658 +233%
CCM
1000
Covington Capital Management
California
$54K +$5.5K +98 +12%

DAL Hedge Fund Activity: Q4 2019 in Review

1,135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2019, worth a combined $32.2B — down 1.3% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new DAL positions and 99 closed out — a net gain of 91 holders — while 403 added to existing stakes and 399 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $128M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 1,135 institutional investors held Delta Air Lines (DAL) as of Q4 2019, up from 1,065 in Q3 2019.
  • Funds reported $32.2B of Delta Air Lines stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 190 funds opened new Delta Air Lines positions in Q4 2019 and 99 closed out, a net change of +91 holders.
  • The largest Delta Air Lines buyer in Q4 2019 was Wellington Management Group, an estimated $128M added.
  • The largest Delta Air Lines seller in Q4 2019 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2019.