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Delta Air Lines

1,076 hedge funds and large institutions have $21.8B invested in Delta Air Lines in 2023 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 313 increasing their positions, 387 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 75

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

41% more capital invested

Capital invested by funds: $15.5B → $21.8B (+$6.32B)

15% more call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.25B

10% more funds holding

Funds holding: 9771,076 (+99)

2.23% more ownership

Funds ownership: 69.37%71.6% (+2.2%)

19% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 387

Holders
1,076
Holders Change
+99
Holders Change %
+10.13%
% of All Funds
16.89%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.33%
New
182
Increased
313
Reduced
387
Closed
75
Calls
$1.44B
Puts
$1.25B
Net Calls
+$184M
Net Calls Change
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
M
976
MOTCO
Texas
$11K +$775 +21 +10%
PVH
977
Psagot Value Holdings
Israel
$11K +$8.45K +229 New
CWA
978
Clearview Wealth Advisors
Oregon
$10.9K +$2.95K +80 +53%
OA
979
Operose Advisors
Wisconsin
$10.9K
SC
980
SouthState Corp
Florida
$10.7K
CIA
981
Cape Investment Advisory
Georgia
$10.2K +$111 +3 +1%
WIM
982
WealthPlan Investment Management
Nebraska
$10.1K -$5.2K -141 -40%
KFI
983
Key Financial Inc
Pennsylvania
$10.1K +$4.17K +113 +113%
POIA
984
Pin Oak Investment Advisors
Texas
$10K
KC
985
Kenfarb & Co
Kentucky
$9.51K
OLVIG
986
Oliver Lagore Vanvalin Investment Group
Michigan
$9.51K
AWM
987
Activest Wealth Management
Florida
$9.45K +$4.57K +124 +124%
CBT
988
Central Bank & Trust
Kentucky
$9.03K
BAM
989
Byrne Asset Management
New Jersey
$9K -$221 -6 -3%
GJIA
990
Glass Jacobson Investment Advisors
Maryland
$8.79K +$6.83K +185 New
Fidelity International
991
Fidelity International
Bermuda
$8.65K
RTL
992
Red Tortoise LLC
Georgia
$8.65K
GIA
993
GHP Investment Advisors
Colorado
$8.48K +$7.08K +192 New
BIA
994
Bell Investment Advisors
California
$8.22K +$1.36K +37 +27%
CHA
995
Carmichael Hill & Associates
Maryland
$8.18K +$369 +10 +6%
DWMG
996
DB Wealth Management Group
California
$8.08K
PP
997
Pacifica Partners
Canada
$8.01K -$21.2K -575 -78%
VAG
998
VisionPoint Advisory Group
Texas
$7.37K +$5.72K +155 New
SIS
999
Strategic Investment Solutions
Illinois
$7.13K
WWP
1000
WR Wealth Planners
Missouri
$6.81K -$2.66K -72 -33%

DAL Hedge Fund Activity: Q2 2023 in Review

1,076 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q2 2023, worth a combined $21.8B — up 41% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new DAL positions and 75 closed out — a net gain of 107 holders — while 313 added to existing stakes and 387 trimmed.

The largest buyer was Capital International Investors, adding an estimated $580M. The largest seller was Renaissance Technologies, cutting an estimated $109M.

  • 1,076 institutional investors held Delta Air Lines (DAL) as of Q2 2023, up from 977 in Q1 2023.
  • Funds reported $21.8B of Delta Air Lines stock for Q2 2023, up 41% quarter-over-quarter.
  • 182 funds opened new Delta Air Lines positions in Q2 2023 and 75 closed out, a net change of +107 holders.
  • The largest Delta Air Lines buyer in Q2 2023 was Capital International Investors, an estimated $580M added.
  • The largest Delta Air Lines seller in Q2 2023 was Renaissance Technologies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2023.