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239 hedge funds and large institutions have $1.6B invested in Delek US in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

941% more call options, than puts

Call options by funds: $54.3M | Put options by funds: $5.22M

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2% more funds holding

Funds holding: 235239 (+4)

1.64% less ownership

Funds ownership: 92.87%91.23% (-1.6%)

10% less capital invested

Capital invested by funds: $1.79B → $1.6B (-$185M)

19% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 97

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
79
Reduced
97
Closed
26
Calls
$54.3M
Puts
$5.22M
Net Calls
+$49.1M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$432
MCC
227
Money Concepts Capital
Florida
$405 -$443 -15 -50%
HNB
228
Huntington National Bank
Ohio
$377 +$354 +12 +600%
SC
229
Schubert & Co
Texas
$324 +$177 +6 +100%
JWA
230
JFS Wealth Advisors
Pennsylvania
$243 +$59 +2 +29%
PA
231
Parallel Advisors
California
$216 -$1.89K -64 -89%
GWS
232
Glassman Wealth Services
Virginia
$135
SIC
233
SJS Investment Consulting
Ohio
$108 +$59 +2 +100%
DI
234
Disciplined Investments
Oklahoma
$81
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81
TAM
236
Tucker Asset Management
Colorado
$54
BA
237
Bellwether Advisors
Nebraska
$27
ECA
238
Encompass Capital Advisors
New York
-$17.9M -660,470 Closed
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
-$5.7K -195,074 Closed
EF
240
Empowered Funds
Pennsylvania
-$4.56M -154,442 Closed
PCM
241
Penserra Capital Management
California
-$2.9M -106,908 Closed
Walleye Capital
242
Walleye Capital
New York
-$2.15M -79,072 Closed
AIM
243
Aigen Investment Management
New York
-$2.12M -78,171 Closed
DTL
244
Dynamic Technology Lab
Singapore
-$1.59M -58,576 Closed
ACM
245
AlphaCrest Capital Management
New York
-$1.37M -50,417 Closed
KWILP
246
Kiwi Wealth Investments Limited Partnership
New Zealand
-$1.01M -39,265 Closed
Nomura Holdings
247
Nomura Holdings
Japan
-$991K -36,387 Closed
PAM
248
Panagora Asset Management
Massachusetts
-$820K -30,209 Closed
ACM
249
Aquatic Capital Management
Illinois
-$768K -28,300 Closed
Jennison Associates
250
Jennison Associates
New York
-$726K -26,767 Closed

DK Hedge Fund Activity: Q4 2022 in Review

239 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q4 2022, worth a combined $1.6B — down 10% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DK positions and 26 closed out — a net gain of 6 holders — while 79 added to existing stakes and 97 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $19.6M. The largest seller was Millennium Management, cutting an estimated $35.6M.

  • 239 institutional investors held Delek US (DK) as of Q4 2022, up from 235 in Q3 2022.
  • Funds reported $1.6B of Delek US stock for Q4 2022, down 10% quarter-over-quarter.
  • 32 funds opened new Delek US positions in Q4 2022 and 26 closed out, a net change of +6 holders.
  • The largest Delek US buyer in Q4 2022 was Holocene Advisors, an estimated $19.6M added.
  • The largest Delek US seller in Q4 2022 was Millennium Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2022.