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Delta Air Lines

977 hedge funds and large institutions have $15.5B invested in Delta Air Lines in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 366 increasing their positions, 295 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 295

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more capital invested

Capital invested by funds: $14.4B → $15.5B (+$1.08B)

1.4% more ownership

Funds ownership: 67.97%69.37% (+1.4%)

0% more funds holding

Funds holding: 973977 (+4)

18% less call options, than puts

Call options by funds: $786M | Put options by funds: $955M

Holders
977
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
15.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
117
Increased
366
Reduced
295
Closed
96
Calls
$786M
Puts
$955M
Net Calls
-$169M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1051
Macroview Investment Management
Maryland
-$12.4K -377 Closed
CBT
1052
CoreFirst Bank & Trust
Kansas
-$11.8K -359 Closed
RBC
1053
Romano Brothers & Co
Illinois
-$9.86K -300 Closed
FA
1054
Fiduciary Alliance
South Carolina
-$7.92K -241 Closed
GTCM
1055
Gyon Technologies Capital Management
New Jersey
-$7.62K -232 Closed
KIA
1056
Kraematon Investment Advisors
Massachusetts
-$7.49K -228 Closed
ETC
1057
Exchange Traded Concepts
Oklahoma
-$6.7K -204 Closed
HS
1058
Horan Securities
United States
-$5.56K -169 Closed
HWM
1059
Horizons Wealth Management
North Carolina
-$5K -145 Closed
CS
1060
Comerica Securities
Michigan
-$3.78K -115 Closed
MSCM
1061
McElhenny Sheffield Capital Management
Texas
-$3.29K -100 Closed
SC
1062
Sierra Capital
Florida
-$3K -95 Closed
HNWAG
1063
High Net Worth Advisory Group
Florida
-$2.63K -80 Closed
PWS
1064
Paragon Wealth Strategies
Florida
-$1.38K -42 Closed
ZIG
1065
Zullo Investment Group
Pennsylvania
-$1.28K -39 Closed
ACP
1066
Arcus Capital Partners
Georgia
-$894 -27 Closed
Jones Financial Companies
1067
Jones Financial Companies
Missouri
-$1K -26 Closed
MPCL
1068
My Personal CFO LLC
Washington
-$657 -20 Closed
LF
1069
Lee Financial
Texas
-$559 -17 Closed
JWM
1070
Janiczek Wealth Management
Colorado
-$277 -7 Closed
MFG
1071
Mendota Financial Group
Wisconsin
-$33 -1 Closed

DAL Hedge Fund Activity: Q1 2023 in Review

977 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q1 2023, worth a combined $15.5B — up 7.5% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DAL positions and 96 closed out — a net gain of 21 holders — while 366 added to existing stakes and 295 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $148M. The largest seller was Millennium Management, cutting an estimated $167M.

  • 977 institutional investors held Delta Air Lines (DAL) as of Q1 2023, up from 973 in Q4 2022.
  • Funds reported $15.5B of Delta Air Lines stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 117 funds opened new Delta Air Lines positions in Q1 2023 and 96 closed out, a net change of +21 holders.
  • The largest Delta Air Lines buyer in Q1 2023 was Royal London Asset Management, an estimated $148M added.
  • The largest Delta Air Lines seller in Q1 2023 was Millennium Management, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2023.