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Delta Air Lines

594 hedge funds and large institutions have $20.4B invested in Delta Air Lines in 2013 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 179 increasing their positions, 215 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 34

30% more call options, than puts

Call options by funds: $664M | Put options by funds: $510M

20% more funds holding

Funds holding: 495594 (+99)

10% more capital invested

Capital invested by funds: $18.4B → $20.4B (+$1.91B)

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

4.59% less ownership

Funds ownership: 91.16%86.57% (-4.6%)

17% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 215

Holders
594
Holders Change
+99
Holders Change %
+20%
% of All Funds
17.17%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
137
Increased
179
Reduced
215
Closed
34
Calls
$664M
Puts
$510M
Net Calls
+$154M
Net Calls Change
-$108M

DAL Hedge Fund Activity: Q4 2013 in Review

594 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2013, worth a combined $20.4B — up 10% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new DAL positions and 34 closed out — a net gain of 103 holders — while 179 added to existing stakes and 215 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $125M. The largest seller was Wayzata Investment Partners, cutting an estimated $835M.

  • 594 institutional investors held Delta Air Lines (DAL) as of Q4 2013, up from 495 in Q3 2013.
  • Funds reported $20.4B of Delta Air Lines stock for Q4 2013, up 10% quarter-over-quarter.
  • 137 funds opened new Delta Air Lines positions in Q4 2013 and 34 closed out, a net change of +103 holders.
  • The largest Delta Air Lines buyer in Q4 2013 was Goldman Sachs, an estimated $125M added.
  • The largest Delta Air Lines seller in Q4 2013 was Wayzata Investment Partners, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.