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Delta Air Lines

981 hedge funds and large institutions have $15.8B invested in Delta Air Lines in 2021 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 326 increasing their positions, 329 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 122

2% more funds holding

Funds holding: 958981 (+23)

5% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.39B

0.4% less ownership

Funds ownership: 63.57%63.17% (-0.4%)

1% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 329

9% less capital invested

Capital invested by funds: $17.3B → $15.8B (-$1.56B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
981
Holders Change
+23
Holders Change %
+2.4%
% of All Funds
15.1%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
162
Increased
326
Reduced
329
Closed
122
Calls
$1.46B
Puts
$1.39B
Net Calls
+$69.7M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1076
Tucker Asset Management
Colorado
-$11.7K -300 Closed
SFFS
1077
Stonehage Fleming Financial Services
Jersey
-$10K -233 Closed
EWA
1078
Evolution Wealth Advisors
Florida
-$9K -200 Closed
RTL
1079
Red Tortoise LLC
Georgia
-$5K -182 Closed
SAI
1080
Systematic Alpha Investments
New Jersey
-$6K -165 Closed
JPLA
1081
Joseph P. Lucia & Associates
New York
-$5K -107 Closed
IF
1082
Ironwood Financial
Arizona
-$4K -105 Closed
CI
1083
Cordant Inc
Oregon
-$4K -100 Closed
LAM
1084
Lountzis Asset Management
Pennsylvania
-$3.62K -85 Closed
BAM
1085
Baldrige Asset Management
Pennsylvania
-$4K -83 Closed
ADL
1086
Asset Dedication LLC
California
-$3K -80 Closed
TAIM
1087
TD Ameritrade Investment Management
Nebraska
-$1K -30 Closed
TC
1088
Truvestments Capital
Florida
-$1K -23 Closed
PWM
1089
Prentice Wealth Management
New York
-$1K -20 Closed
DWA
1090
Delos Wealth Advisors
Texas
-$1K -12 Closed
PAI
1091
Pittenger & Anderson Inc
Nebraska
-$1K -12 Closed
FPFS
1092
First Personal Financial Services
North Carolina
+$120 +3 New
FFG
1093
Ford Financial Group
California
+$200 +5 New
SC
1094
Schubert & Co
Texas
+$200 +5 New
TFP
1095
Tilia Fiduciary Partners
North Carolina
+$320 +8 New
CWM
1096
Curi Wealth Management
North Carolina
+$720 +18 New

DAL Hedge Fund Activity: Q4 2021 in Review

981 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2021, worth a combined $15.8B — down 9% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new DAL positions and 122 closed out — a net gain of 40 holders — while 326 added to existing stakes and 329 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 981 institutional investors held Delta Air Lines (DAL) as of Q4 2021, up from 958 in Q3 2021.
  • Funds reported $15.8B of Delta Air Lines stock for Q4 2021, down 9% quarter-over-quarter.
  • 162 funds opened new Delta Air Lines positions in Q4 2021 and 122 closed out, a net change of +40 holders.
  • The largest Delta Air Lines buyer in Q4 2021 was Neuberger Berman Group, an estimated $146M added.
  • The largest Delta Air Lines seller in Q4 2021 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.