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Delta Air Lines

1,214 hedge funds and large institutions have $32.2B invested in Delta Air Lines in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 93

24% more capital invested

Capital invested by funds: $26B → $32.2B (+$6.25B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

14% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $2.71B

12% more funds holding

Funds holding: 1,0821,214 (+132)

2.65% more ownership

Funds ownership: 79.18%81.82% (+2.6%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 399

Holders
1,214
Holders Change
+132
Holders Change %
+12.2%
% of All Funds
15.99%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
242
Increased
385
Reduced
399
Closed
93
Calls
$3.1B
Puts
$2.71B
Net Calls
+$387M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.38B +$27M +456,465 +0.6%
BlackRock
2
BlackRock
New York
$2.63B +$55.4M +938,118 +2%
Sanders Capital
3
Sanders Capital
Florida
$1.8B +$114M +1,922,932 +7%
State Street
4
State Street
Massachusetts
$1.36B +$40M +676,920 +3%
Primecap Management
5
Primecap Management
California
$1.33B -$27.9M -472,516 -2%
Capital International Investors
6
Capital International Investors
California
$1.15B -$140M -2,367,559 -11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$985M -$210M -3,561,324 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$968M +$24.2M +410,648 +3%
Capital World Investors
9
Capital World Investors
California
$918M +$2.72M +46,101 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$851M +$90.6M +1,533,912 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$671M +$5.44M +92,208 +0.8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$602M +$133M +2,254,560 +29%
Newport Trust Company
13
Newport Trust Company
District of Columbia
$595M -$34.5M -583,511 -6%
Harris Associates
14
Harris Associates
Illinois
$594M -$166M -2,803,255 -22%
Invesco
15
Invesco
Georgia
$336M -$19.6M -331,743 -6%
GC
16
GMT Capital
Georgia
$330M -$65.9M -1,116,200 -17%
Boston Partners
17
Boston Partners
Massachusetts
$328M +$318M +5,392,592 New
Northern Trust
18
Northern Trust
Illinois
$314M +$26.4M +447,560 +9%
Pzena Investment Management
19
Pzena Investment Management
New York
$298M -$35.7M -604,370 -11%
JP Morgan Chase
20
JP Morgan Chase
New York
$293M -$26.4M -446,702 -8%
CHP
21
Castle Hook Partners
New York
$287M +$60.2M +1,019,498 +27%
PCM
22
PAR Capital Management
Massachusetts
$270M
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$260M +$4.37K +74 +2%
N
24
Nuveen
North Carolina
$233M +$4.67M +79,027 +2%
CCM
25
Candlestick Capital Management
Connecticut
$222M +$81.4M +1,379,177 +60%

DAL Hedge Fund Activity: Q4 2024 in Review

1,214 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2024, worth a combined $32.2B — up 24% from $26B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new DAL positions and 93 closed out — a net gain of 149 holders — while 385 added to existing stakes and 399 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $318M. The largest seller was Royal London Asset Management, cutting an estimated $282M.

  • 1,214 institutional investors held Delta Air Lines (DAL) as of Q4 2024, up from 1,082 in Q3 2024.
  • Funds reported $32.2B of Delta Air Lines stock for Q4 2024, up 24% quarter-over-quarter.
  • 242 funds opened new Delta Air Lines positions in Q4 2024 and 93 closed out, a net change of +149 holders.
  • The largest Delta Air Lines buyer in Q4 2024 was Boston Partners, an estimated $318M added.
  • The largest Delta Air Lines seller in Q4 2024 was Royal London Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2024.