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Delta Air Lines

1,065 hedge funds and large institutions have $32.6B invested in Delta Air Lines in 2019 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 419 increasing their positions, 373 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

12% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 373

2% more funds holding

Funds holding: 1,0411,065 (+24)

1.27% more ownership

Funds ownership: 86%87.27% (+1.3%)

0% more capital invested

Capital invested by funds: $32.6B → $32.6B (+$22.4M)

14% less funds holding in top 10

Funds holding in top 10: 4942 (-7)

17% less call options, than puts

Call options by funds: $794M | Put options by funds: $962M

Holders
1,065
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
23.36%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.92%
New
117
Increased
419
Reduced
373
Closed
86
Calls
$794M
Puts
$962M
Net Calls
-$168M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1001
Bedel Financial Consulting
Indiana
$18K
TFO
1002
Tarbox Family Office
California
$18K +$6.52K +110 +52%
IWA
1003
Intercontinental Wealth Advisors
Texas
$18K +$19K +321 New
SIM
1004
Sonora Investment Management
Arizona
$17K -$8.06K -136 -32%
AA
1005
AlphaMark Advisors
Kentucky
$17K
SCA
1006
Stonebridge Capital Advisors
Minnesota
$17K
FHA
1007
First Horizon Advisors
Tennessee
$16K -$76.7K -1,295 -82%
WPA
1008
West Paces Advisors
Georgia
$13.9K
KFS
1009
Kelly Financial Services
Massachusetts
$13.5K
M
1010
MOTCO
Texas
$13K -$533 -9 -4%
PW
1011
Price Wealth
Texas
$13K
TWA
1012
TCI Wealth Advisors
Arizona
$13K +$6.22K +105 +85%
JGIA
1013
Jackson Grant Investment Advisers
Connecticut
$12K
WOC
1014
West Oak Capital
California
$12K +$11.8K +200 New
TF
1015
TimeScale Financial
Massachusetts
$11K
WTC
1016
WhitTier Trust Company
Nevada
$11K
Fidelity International
1017
Fidelity International
Bermuda
$11K +$770 +13 +7%
FMP
1018
Financial Management Professionals
Texas
$11K +$11.1K +187 New
AIM
1019
Anchor Investment Management
South Carolina
$10.8K
GT
1020
Glenmede Trust
Pennsylvania
$10.2K +$2.34M +39,456 +29%
EWA
1021
Evolution Wealth Advisors
Florida
$10K
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$59 +1 +0.6%
FFC
1023
First Financial Corp
Indiana
$10K +$9.95K +168 New
SFA
1024
Semmax Financial Advisors
North Carolina
$9K -$474 -8 -5%
DAM
1025
Delta Asset Management
Tennessee
$9K

DAL Hedge Fund Activity: Q3 2019 in Review

1,065 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q3 2019, worth a combined $32.6B — up 0.07% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DAL positions and 86 closed out — a net gain of 31 holders — while 419 added to existing stakes and 373 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $263M. The largest seller was Lansdowne Partners (UK), cutting an estimated $264M.

  • 1,065 institutional investors held Delta Air Lines (DAL) as of Q3 2019, up from 1,041 in Q2 2019.
  • Funds reported $32.6B of Delta Air Lines stock for Q3 2019, up 0.07% quarter-over-quarter.
  • 117 funds opened new Delta Air Lines positions in Q3 2019 and 86 closed out, a net change of +31 holders.
  • The largest Delta Air Lines buyer in Q3 2019 was AQR Capital Management, an estimated $263M added.
  • The largest Delta Air Lines seller in Q3 2019 was Lansdowne Partners (UK), an estimated $264M sold.

Based on aggregated 13F filings for Q3 2019.