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Delta Air Lines
DAL

978 hedge funds and large institutions have $34.9B invested in Delta Air Lines in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 444 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 31 → 37 (+6)

18% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $859M

17% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 84

16% more capital invested

Capital invested by funds: $30B → $34.9B (+$4.87B)

0.72% more ownership

Funds ownership: 86.57% → 87.28% (+0.72%)

1% more funds holding

Funds holding: 972 → 978 (+6)

34% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 444

Holders
978
Holders Change
+6
Holders Change %
+0.62%
% of All Funds
22.36%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.85%
New
98
Increased
295
Reduced
444
Closed
84
Calls
$1.02B
Puts
$859M
Net Calls
+$157M
Net Calls Change
+$160M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$154M
2
UBS AM
UBS AM
Illinois
+$107M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$103M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$98.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.5M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$150M
2
Deutsche Bank
Deutsche Bank
Germany
-$144M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$98.8M
4
State Street
State Street
Massachusetts
-$63.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1051
Blackhawk Capital Partners
Wisconsin
– -$20K -405 Closed
LC
1052
Landaas & Company
Wisconsin
– -$19K -385 Closed
GBBWRPM
1053
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$9K -185 Closed
GFP
1054
Gryphon Financial Partners
Ohio
– -$7K -157 Closed
WA
1055
WP Advisors
California
– -$6K -116 Closed
IAS
1056
IMA Advisory Services
Colorado
– -$5K -111 Closed
BCM
1057
Brasada Capital Management
Texas
– -$5K -100 Closed
HIM
1058
Hillsdale Investment Management
Ontario, Canada
– -$5K -100 Closed
NWM
1059
Northwest Wealth Management
Iowa
– -$3K -69 Closed
CGT
1060
Capital Guardian Trust
California
– -$3K -65 Closed
CFC
1061
Coyle Financial Counsel
Illinois
– -$2K -41 Closed
KCPG
1062
Kavar Capital Partners Group
Kansas
– -$1K -24 Closed
39 40 41 42
43

DAL Hedge Fund Activity: Q3 2018 in Review

978 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q3 2018, worth a combined $34.9B — up 16% from $30B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new DAL positions and 84 closed out — a net gain of 14 holders — while 295 added to existing stakes and 444 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was AQR Capital Management, cutting an estimated $150M.

  • 978 institutional investors held Delta Air Lines (DAL) as of Q3 2018, up from 972 in Q2 2018.
  • Funds reported $34.9B of Delta Air Lines stock for Q3 2018, up 16% quarter-over-quarter.
  • 98 funds opened new Delta Air Lines positions in Q3 2018 and 84 closed out, a net change of +14 holders.
  • The largest Delta Air Lines buyer in Q3 2018 was Ameriprise, an estimated $154M added.
  • The largest Delta Air Lines seller in Q3 2018 was AQR Capital Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.