We are live on ! Find out more
DAL icon

Delta Air Lines

1,026 hedge funds and large institutions have $16.7B invested in Delta Air Lines in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 367 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $965M

0% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 367

1.38% less ownership

Funds ownership: 71.6%70.22% (-1.4%)

5% less funds holding

Funds holding: 1,0761,026 (-50)

23% less capital invested

Capital invested by funds: $21.8B → $16.7B (-$5.13B)

28% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 134

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

Holders
1,026
Holders Change
-50
Holders Change %
-4.65%
% of All Funds
16.28%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.21%
New
96
Increased
368
Reduced
367
Closed
134
Calls
$1.23B
Puts
$965M
Net Calls
+$269M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1101
Physician Wealth Advisors
Utah
-$239K -4,989 Closed
FMLI
1102
Fukoku Mutual Life Insurance
Japan
-$233K -4,899 Closed
VC
1103
Veracity Capital
Georgia
-$231K -4,856 Closed
FCM
1104
Family Capital Management
Michigan
-$231K -4,849 Closed
MWM
1105
Modera Wealth Management
New Jersey
-$230K -4,835 Closed
APG Asset Management
1106
APG Asset Management
Netherlands
-$210K -4,823 Closed
FHB
1107
First Hawaiian Bank
Hawaii
-$228K -4,790 Closed
MS
1108
Mizuho Securities
Japan
-$228K -4,790 Closed
VCWA
1109
Vanguard Capital Wealth Advisors
Colorado
-$227K -4,767 Closed
WWM
1110
Westwood Wealth Management
California
-$226K -4,750 Closed
EFS
1111
Essex Financial Services
Connecticut
-$220K -4,629 Closed
HA
1112
Harbor Advisors
Florida
-$219K -4,602 Closed
WF
1113
Welch & Forbes
Massachusetts
-$219K -4,600 Closed
MFG
1114
Magnus Financial Group
New York
-$215K -4,520 Closed
CWA
1115
Capital Wealth Alliance
Arizona
-$214K -4,510 Closed
PWMAG
1116
Pinnacle Wealth Management Advisory Group
New Jersey
-$213K -4,485 Closed
ACM
1117
Allred Capital Management
Texas
-$212K -4,467 Closed
SFC
1118
Strategic Financial Concepts
Texas
-$212K -4,460 Closed
WC
1119
Waterloo Capital
Texas
-$211K -4,441 Closed
WP
1120
WealthShield Partners
North Carolina
-$211K -4,438 Closed
MAC
1121
Mason & Associates (California)
California
-$210K -4,424 Closed
RPWA
1122
Regent Peak Wealth Advisors
Georgia
-$210K -4,422 Closed
PAM
1123
Palisade Asset Management
Minnesota
-$210K -4,411 Closed
WJA
1124
Willis Johnson & Associates
Texas
-$210K -4,411 Closed
DILIC
1125
Dai-ichi Life Insurance Company
Japan
-$209K -4,391 Closed

DAL Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q3 2023, worth a combined $16.7B — down 23% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of DAL and 96 opened new positions — a net loss of 38 holders — while 367 trimmed existing stakes and 368 added.

The largest buyer was Renaissance Technologies, adding an estimated $208M. The largest seller was Capital World Investors, cutting an estimated $506M.

  • 1,026 institutional investors held Delta Air Lines (DAL) as of Q3 2023, down from 1,076 in Q2 2023.
  • Funds reported $16.7B of Delta Air Lines stock for Q3 2023, down 23% quarter-over-quarter.
  • 96 funds opened new Delta Air Lines positions in Q3 2023 and 134 closed out, a net change of -38 holders.
  • The largest Delta Air Lines buyer in Q3 2023 was Renaissance Technologies, an estimated $208M added.
  • The largest Delta Air Lines seller in Q3 2023 was Capital World Investors, an estimated $506M sold.

Based on aggregated 13F filings for Q3 2023.