Delek US
206 hedge funds and large institutions have $1.37B invested in Delek US in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 77 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11.67% more ownership
Funds ownership: 106.04% → 117.71% (+12%)
0% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 71
20% less funds holding
Funds holding: 256 → 206 (-50)
28% less call options, than puts
Call options by funds: $6.56M | Put options by funds: $9.11M
48% less capital invested
Capital invested by funds: $2.64B → $1.37B (-$1.27B)
60% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$250M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$45.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$37.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$34.1M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$32.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$28.7M |
| 5 |
Goldman Sachs
New York
|
-$12.5M |
DK Hedge Fund Activity: Q1 2020 in Review
206 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q1 2020, worth a combined $1.37B — down 48% from $2.64B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of DK and 31 opened new positions — a net loss of 46 holders — while 71 trimmed existing stakes and 71 added.
The largest buyer was Icahn Carl, opening a new position worth an estimated $250M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $37.6M sold.
- 206 institutional investors held Delek US (DK) as of Q1 2020, down from 256 in Q4 2019.
- Funds reported $1.37B of Delek US stock for Q1 2020, down 48% quarter-over-quarter.
- 31 funds opened new Delek US positions in Q1 2020 and 77 closed out, a net change of -46 holders.
- The largest Delek US buyer in Q1 2020 was Icahn Carl, an estimated $250M added.
- The largest Delek US seller in Q1 2020 was Migdal Insurance & Financial Holdings, an estimated $37.6M sold.
Based on aggregated 13F filings for Q1 2020.