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157 hedge funds and large institutions have $1.27B invested in Delek US in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4.76% more ownership

Funds ownership: 67.99%72.75% (+4.8%)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

2% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $2.01M

6% less funds holding

Funds holding: 167157 (-10)

9% less capital invested

Capital invested by funds: $1.4B → $1.27B (-$129M)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

Holders
157
Holders Change
-10
Holders Change %
-5.99%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
55
Reduced
52
Closed
38
Calls
$1.96M
Puts
$2.01M
Net Calls
-$44K
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
LM
51
Luminus Management
Texas
$5.12M +$5.33M +176,237 New
Morgan Stanley
52
Morgan Stanley
New York
$4.82M -$1.16M -38,445 -19%
JCM
53
Jasinkiewicz Capital Management
New Jersey
$4.65M +$4.84M +160,000 New
American Century Companies
54
American Century Companies
Missouri
$4.56M -$4.5M -148,853 -49%
Citadel Advisors
55
Citadel Advisors
Florida
$4.19M -$2.62M -86,813 -38%
VFM
56
Viking Fund Management
North Dakota
$4.07M -$1.21M -40,000 -22%
Charles Schwab
57
Charles Schwab
California
$4.06M +$593K +19,602 +16%
QBFM
58
QS Batterymarch Financial Management
New York
$4.02M
ETM
59
Euclidean Technologies Management
Washington
$3.95M
WMSA
60
Weiss Multi-Strategy Advisers
New York
$3.63M +$3.78M +124,860 New
Deutsche Bank
61
Deutsche Bank
Germany
$3.41M +$565K +18,691 +19%
JIR
62
James Investment Research
Ohio
$3.27M -$5.01M -165,765 -60%
BIM
63
BlackRock Investment Management
Delaware
$3.24M +$28.1K +930 +0.8%
GC
64
Globeflex Capital
California
$2.92M +$277K +9,161 +10%
T
65
Tahithromos
New York
$2.88M
U
66
UBS
Switzerland
$2.77M +$1.46M +48,355 +103%
AQR Capital Management
67
AQR Capital Management
Connecticut
$2.67M -$1.5M -49,500 -35%
Federated Hermes
68
Federated Hermes
Pennsylvania
$2.63M +$2.08M +68,746 +317%
SA
69
Steadfast Advisors
New York
$2.63M +$11.2K +370 +0.4%
NCCM
70
Nine Chapters Capital Management
New Jersey
$2.56M -$862K -28,500 -24%
GACM
71
Green Arrow Capital Management
New York
$2.5M +$2.6M +86,000 New
CBOA
72
Commonwealth Bank of Australia
Australia
$2.32M -$965K -31,915 -29%
NCM
73
Newgate Capital Management
Connecticut
$2.14M +$2.22M +73,561 New
SAM
74
Shell Asset Management
Netherlands
$2.08M +$2.16M +71,518 New
BCM
75
Bridgeway Capital Management
Texas
$2.02M

DK Hedge Fund Activity: Q1 2014 in Review

157 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q1 2014, worth a combined $1.27B — down 9.2% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DK and 30 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 55 added.

The largest buyer was SAC Capital Advisors, adding an estimated $33.6M. The largest seller was Renaissance Technologies, cutting an estimated $29.2M.

  • 157 institutional investors held Delek US (DK) as of Q1 2014, down from 167 in Q4 2013.
  • Funds reported $1.27B of Delek US stock for Q1 2014, down 9.2% quarter-over-quarter.
  • 30 funds opened new Delek US positions in Q1 2014 and 38 closed out, a net change of -8 holders.
  • The largest Delek US buyer in Q1 2014 was SAC Capital Advisors, an estimated $33.6M added.
  • The largest Delek US seller in Q1 2014 was Renaissance Technologies, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2014.