Delta Air Lines
638 hedge funds and large institutions have $25.3B invested in Delta Air Lines in 2014 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 232 increasing their positions, 235 reducing their positions, and 62 closing their positions.
81% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 62
80% more call options, than puts
Call options by funds: $568M | Put options by funds: $316M
27% more funds holding in top 10
Funds holding in top 10: 44 → 56 (+12)
24% more capital invested
Capital invested by funds: $20.4B → $25.3B (+$4.9B)
7% more funds holding
Funds holding: 594 → 638 (+44)
0.74% less ownership
Funds ownership: 86.57% → 85.83% (-0.74%)
1% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$228M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$139M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$74.1M |
| 4 |
Bank of New York Mellon
New York
|
+$71.9M |
| 5 |
Neuberger Berman Group
New York
|
+$71.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$299M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$124M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$114M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$100M |
| 5 |
Goldman Sachs
New York
|
-$88.6M |
DAL Hedge Fund Activity: Q1 2014 in Review
638 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q1 2014, worth a combined $25.3B — up 24% from $20.4B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new DAL positions and 62 closed out — a net gain of 50 holders — while 232 added to existing stakes and 235 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $228M. The largest seller was Vanguard Group, cutting an estimated $299M.
- 638 institutional investors held Delta Air Lines (DAL) as of Q1 2014, up from 594 in Q4 2013.
- Funds reported $25.3B of Delta Air Lines stock for Q1 2014, up 24% quarter-over-quarter.
- 112 funds opened new Delta Air Lines positions in Q1 2014 and 62 closed out, a net change of +50 holders.
- The largest Delta Air Lines buyer in Q1 2014 was JP Morgan Chase, an estimated $228M added.
- The largest Delta Air Lines seller in Q1 2014 was Vanguard Group, an estimated $299M sold.
Based on aggregated 13F filings for Q1 2014.