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255 hedge funds and large institutions have $2.88B invested in Delek US in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $20.5M

0.24% more ownership

Funds ownership: 105.88%106.11% (+0.24%)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0% less funds holding

Funds holding: 256255 (-1)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

12% less capital invested

Capital invested by funds: $3.27B → $2.88B (-$393M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
255
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
42
Increased
86
Reduced
91
Closed
42
Calls
$35.8M
Puts
$20.5M
Net Calls
+$15.3M
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Copeland Capital Management
Pennsylvania
$22.2M +$6.78M +184,082 +43%
PVH
27
Psagot Value Holdings
Israel
$22.2M -$6.49M -176,302 -22%
Citadel Advisors
28
Citadel Advisors
Florida
$21.3M +$8.8M +239,071 +69%
First Trust Advisors
29
First Trust Advisors
Illinois
$20.5M +$2.6M +70,546 +14%
Bank of America
30
Bank of America
North Carolina
$20M +$8.68M +235,835 +75%
Barclays
31
Barclays
United Kingdom
$18.7M +$11.3M +308,193 +149%
SFM
32
Systematic Financial Management
New Jersey
$14.9M +$739K +20,083 +5%
TCA
33
Tortoise Capital Advisors
Kansas
$13.1M +$4.33M +117,635 +48%
Stifel Financial
34
Stifel Financial
Missouri
$12.3M +$2.27M +61,719 +22%
UBS Group
35
UBS Group
Switzerland
$12.2M -$981K -26,643 -7%
HIIFS
36
Harel Insurance Investments & Financial Services
Israel
$11.5M +$11.6M +315,643 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$11.3M -$3.45M -93,794 -23%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$11.3M +$2.88M +78,331 +34%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$10.8M
KTA
40
Keeley-Teton Advisors
Illinois
$10.8M -$2.43M -65,984 -18%
DRZID
41
DePrince Race & Zollo Inc (DRZ)
Florida
$10.6M -$15.2M -413,897 -59%
AllianceBernstein
42
AllianceBernstein
Tennessee
$10.5M +$3.19M +86,676 +43%
KCM
43
Kennedy Capital Management
Missouri
$9.63M -$276K -7,503 -3%
Wells Fargo
44
Wells Fargo
California
$9.19M -$1.12M -30,338 -11%
FIM
45
Foresters Investment Management
New York
$8.92M -$445K -12,100 -5%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$8.84M +$8.96M +243,376 New
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$8.76M +$2.79M +75,836 +46%
Morgan Stanley
48
Morgan Stanley
New York
$8.7M +$2.99M +81,094 +51%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$8.48M +$763K +20,721 +10%
RJA
50
Raymond James & Associates
Florida
$8.15M +$936K +25,427 +13%

DK Hedge Fund Activity: Q3 2019 in Review

255 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q3 2019, worth a combined $2.88B — down 12% from $3.27B a quarter earlier.

Fund positioning in DK was balanced in Q3 2019: 42 funds opened new positions, 42 closed out, 86 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.8M. The largest seller was Bank of New York Mellon, cutting an estimated $36.6M.

  • 255 institutional investors held Delek US (DK) as of Q3 2019, down from 256 in Q2 2019.
  • Funds reported $2.88B of Delek US stock for Q3 2019, down 12% quarter-over-quarter.
  • 42 funds opened new Delek US positions in Q3 2019 and 42 closed out, a net change of 0 holders.
  • The largest Delek US buyer in Q3 2019 was Vanguard Group, an estimated $27.8M added.
  • The largest Delek US seller in Q3 2019 was Bank of New York Mellon, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2019.