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217 hedge funds and large institutions have $1.51B invested in Delek US in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $12.1M

6.81% more ownership

Funds ownership: 91.23%98.04% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.6B → $1.51B (-$93.6M)

9% less funds holding

Funds holding: 239217 (-22)

37% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 97

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

Holders
217
Holders Change
-22
Holders Change %
-9.21%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
61
Reduced
97
Closed
43
Calls
$28.7M
Puts
$12.1M
Net Calls
+$16.6M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$6.24M -$7.03M -280,703 -51%
UBS Group
52
UBS Group
Switzerland
$6.19M +$2.98M +119,150 +79%
Squarepoint
53
Squarepoint
New York
$5.26M +$5.43M +216,704 +1,727%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$5.15M -$721K -28,795 -11%
RA
55
RR Advisors
Texas
$4.59M
YCM
56
Yaupon Capital Management
New York
$4.44M -$4.75M -189,837 -50%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$4.1M +$1.93M +77,278 +76%
Federated Hermes
58
Federated Hermes
Pennsylvania
$3.9M -$173K -6,904 -4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$3.75M +$107K +4,257 +3%
Capital Fund Management (CFM)
60
Capital Fund Management (CFM)
France
$3.71M -$4.34M -173,279 -52%
AQR Capital Management
61
AQR Capital Management
Connecticut
$3.66M -$1.91M -76,416 -32%
Bessemer Group
62
Bessemer Group
New Jersey
$3.63M +$1.43M +57,070 +57%
CP
63
CenterBook Partners
Connecticut
$3.57M +$3.89M +155,380 New
First Trust Advisors
64
First Trust Advisors
Illinois
$3.48M +$185K +7,405 +5%
CI
65
Clal Insurance
Israel
$3.44M
Swiss National Bank
66
Swiss National Bank
Switzerland
$3.11M -$476K -19,000 -12%
Wells Fargo
67
Wells Fargo
California
$2.75M -$236K -9,437 -7%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.45M +$11.2K +446 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.41M -$1.79M -71,500 -40%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$2.34M -$1.35M -54,081 -35%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$2.31M -$1.39M -55,400 -35%
IECM
72
Intrinsic Edge Capital Management
Illinois
$2.29M -$2.5M -100,000 -50%
SEI Investments
73
SEI Investments
Pennsylvania
$2.21M -$24.4K -973 -1%
TC
74
TwinBeech Capital
New York
$2.16M -$649K -25,938 -22%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.04M +$501K +19,991 +29%

DK Hedge Fund Activity: Q1 2023 in Review

217 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q1 2023, worth a combined $1.51B — down 5.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of DK and 22 opened new positions — a net loss of 21 holders — while 97 trimmed existing stakes and 61 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $48.2M. The largest seller was State Street, cutting an estimated $23.5M.

  • 217 institutional investors held Delek US (DK) as of Q1 2023, down from 239 in Q4 2022.
  • Funds reported $1.51B of Delek US stock for Q1 2023, down 5.8% quarter-over-quarter.
  • 22 funds opened new Delek US positions in Q1 2023 and 43 closed out, a net change of -21 holders.
  • The largest Delek US buyer in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $48.2M added.
  • The largest Delek US seller in Q1 2023 was State Street, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2023.