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181 hedge funds and large institutions have $3.35B invested in Delek US in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more capital invested

Capital invested by funds: $1.5B → $3.35B (+$1.85B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

8% more funds holding

Funds holding: 167181 (+14)

4.61% less ownership

Funds ownership: 89.24%84.63% (-4.6%)

22% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $4.3M

Holders
181
Holders Change
+14
Holders Change %
+8.38%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
54
Reduced
69
Closed
27
Calls
$3.33M
Puts
$4.3M
Net Calls
-$967K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$267K -$917K -28,727 -78%
1CM
152
1492 Capital Management
Wisconsin
$255K -$10.2K -320 -4%
SCM
153
Stevens Capital Management
Pennsylvania
$235K -$311K -9,754 -58%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$234K -$48.7K -1,527 -18%
PM
155
Parametrica Management
Hong Kong
$219K +$211K +6,606 New
PAM
156
Princeton Alpha Management
New Jersey
$211K +$203K +6,372 New
QSS
157
Quantitative Systematic Strategies
Florida
$205K +$193K +6,043 New
PG
158
PEAK6 Group
Illinois
$199K -$148K -4,628 -44%
RA
159
Royce & Associates
New York
$196K -$192K -6,000 -50%
SG Americas Securities
160
SG Americas Securities
New York
$190K -$120K -3,756 -40%
Canada Life
161
Canada Life
Manitoba, Canada
$156K +$92.6K +2,900 +161%
SIM
162
Strategic Investment Management
Virginia
$139K +$134K +4,209 New
JIR
163
James Investment Research
Ohio
$123K +$102K +3,200 +640%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$117K +$111K +3,476 +7,242%
STC
165
SEI Trust Company
Pennsylvania
$104K +$61.5K +1,928 +161%
BlackRock
166
BlackRock
New York
$103K
FNYS
167
First New York Securities
New York
$76K +$73.3K +2,295 New
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$62K -$1.56K -49 -3%
MFS
169
MSI Financial Services
Massachusetts
$35K
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$35K +$11.8K +369 +54%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$34K +$32 +1 +0.1%
SFU
172
Stonehage Fleming (UK)
United Kingdom
$25K +$24.1K +755 New
KPCM
173
Kings Point Capital Management
New York
$17K
NES
174
New England Securities
New York
$17K +$16K +500 New
TRCT
175
Tower Research Capital (TRC)
New York
$10K -$425K -13,315 -98%

DK Hedge Fund Activity: Q3 2014 in Review

181 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q3 2014, worth a combined $3.35B — up 124% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DK positions and 27 closed out — a net gain of 15 holders — while 54 added to existing stakes and 69 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $42.3M. The largest seller was VanEck Associates, cutting an estimated $54M.

  • 181 institutional investors held Delek US (DK) as of Q3 2014, up from 167 in Q2 2014.
  • Funds reported $3.35B of Delek US stock for Q3 2014, up 124% quarter-over-quarter.
  • 42 funds opened new Delek US positions in Q3 2014 and 27 closed out, a net change of +15 holders.
  • The largest Delek US buyer in Q3 2014 was Cambiar Investors, an estimated $42.3M added.
  • The largest Delek US seller in Q3 2014 was VanEck Associates, an estimated $54M sold.

Based on aggregated 13F filings for Q3 2014.