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Delta Air Lines

804 hedge funds and large institutions have $23.3B invested in Delta Air Lines in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 332 increasing their positions, 322 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $685M

3% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 322

3.2% less ownership

Funds ownership: 85.77%82.57% (-3.2%)

3% less funds holding

Funds holding: 832804 (-28)

20% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 104

28% less capital invested

Capital invested by funds: $32.1B → $23.3B (-$8.84B)

31% less funds holding in top 10

Funds holding in top 10: 5538 (-17)

Holders
804
Holders Change
-28
Holders Change %
-3.37%
% of All Funds
21.45%
Holding in Top 10
38
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-30.91%
% of All Funds
1.01%
New
83
Increased
332
Reduced
322
Closed
104
Calls
$1.07B
Puts
$685M
Net Calls
+$386M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B +$58.1M +1,365,714 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.44B +$65.3M +1,536,423 +4%
LPU
3
Lansdowne Partners (UK)
United Kingdom
$964M +$20.5M +481,632 +2%
State Street
4
State Street
Massachusetts
$933M +$3.77M +88,774 +0.3%
Primecap Management
5
Primecap Management
California
$709M +$14.3M +336,550 +2%
BIT
6
BlackRock Institutional Trust
California
$674M -$21M -494,450 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$601M -$23.6M -555,753 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$471M +$53.5M +1,258,270 +11%
AllianceBernstein
9
AllianceBernstein
Tennessee
$440M +$49.5M +1,164,497 +11%
PCM
10
PAR Capital Management
Massachusetts
$418M
IAM
11
Iridian Asset Management
Connecticut
$376M -$55.3M -1,300,915 -11%
Ameriprise
12
Ameriprise
Minnesota
$359M +$3.8M +89,264 +0.9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$350M +$106M +2,490,486 +35%
BFA
14
BlackRock Fund Advisors
California
$327M -$1.61M -37,935 -0.4%
Boston Partners
15
Boston Partners
Massachusetts
$306M -$234M -5,494,707 -40%
Northern Trust
16
Northern Trust
Illinois
$297M -$7.75M -182,190 -2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$291M +$8.13M +191,267 +2%
ETC
18
Evercore Trust Company
New York
$286M
SC
19
Sculptor Capital
New York
$251M +$81.9M +1,925,451 +39%
Capital World Investors
20
Capital World Investors
California
$234M +$43.9M +1,033,000 +19%
Wells Fargo
21
Wells Fargo
California
$232M -$34.5M -810,324 -11%
Morgan Stanley
22
Morgan Stanley
New York
$226M +$65.7M +1,545,827 +33%
SIM
23
Stelliam Investment Management
New York
$219M +$62.5M +1,470,000 +32%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$216M -$7.2M -169,431 -3%
AL
25
AJO LP
Pennsylvania
$215M +$20.4M +478,776 +9%

DAL Hedge Fund Activity: Q2 2016 in Review

804 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q2 2016, worth a combined $23.3B — down 28% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of DAL and 83 opened new positions — a net loss of 21 holders — while 322 trimmed existing stakes and 332 added.

The largest buyer was Arrowstreet Capital, adding an estimated $127M. The largest seller was Appaloosa LP, exiting entirely with an estimated $418M sold.

  • 804 institutional investors held Delta Air Lines (DAL) as of Q2 2016, down from 832 in Q1 2016.
  • Funds reported $23.3B of Delta Air Lines stock for Q2 2016, down 28% quarter-over-quarter.
  • 83 funds opened new Delta Air Lines positions in Q2 2016 and 104 closed out, a net change of -21 holders.
  • The largest Delta Air Lines buyer in Q2 2016 was Arrowstreet Capital, an estimated $127M added.
  • The largest Delta Air Lines seller in Q2 2016 was Appaloosa LP, an estimated $418M sold.

Based on aggregated 13F filings for Q2 2016.