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221 hedge funds and large institutions have $2.01B invested in Delek US in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $12.5M

17% more capital invested

Capital invested by funds: $1.71B → $2.01B (+$298M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 221221 (0)

6% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 82

1.64% less ownership

Funds ownership: 103.84%102.2% (-1.6%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
221
Holders Change
Holders Change %
0%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
37
Increased
77
Reduced
82
Closed
36
Calls
$30.6M
Puts
$12.5M
Net Calls
+$18.2M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
201
RE Dickinson Investment Advisors
Iowa
$3K +$27 +1 +0.9%
MIM
202
Macroview Investment Management
Maryland
$2.67K
AF
203
Allworth Financial
California
$1.78K
GWM
204
Geneos Wealth Management
Colorado
$1.54K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$1.44K +$1.27K +47 New
SAM
206
Smartleaf Asset Management
Massachusetts
$1.44K +$379 +14 +42%
FFO
207
Fortitude Family Office
Arizona
$1.41K +$1.25K +46 New
PWMG
208
Private Wealth Management Group
New Jersey
$1.14K
BIA
209
Bell Investment Advisors
California
$984 -$893 -33 -51%
RWML
210
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$891 +$785 +29 New
WWP
211
WR Wealth Planners
Missouri
$707 +$622 +23 New
WCM
212
Westend Capital Management
California
$676 +$595 +22 New
SIS
213
Sound Income Strategies
Florida
$492 -$1.49K -55 -77%
AWM
214
Avior Wealth Management
Nebraska
$430 +$379 +14 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$400 -$27 -1 -7%
SIC
216
SJS Investment Consulting
Ohio
$154 -$27 -1 -17%
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$123
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92
TAM
219
Tucker Asset Management
Colorado
$61
TWP
220
TFO Wealth Partners
Ohio
$31
FIM
221
Fernwood Investment Management
Massachusetts
$6
TI
222
Trexquant Investment
Connecticut
-$4.3M -166,703 Closed
GCP
223
GSA Capital Partners
United Kingdom
-$3.57M -138,332 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.81M -70,000 Closed
SPS
225
Susquehanna Portfolio Strategies
Pennsylvania
-$1.71M -66,271 Closed

DK Hedge Fund Activity: Q1 2024 in Review

221 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q1 2024, worth a combined $2.01B — up 17% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DK positions and 36 closed out — a net gain of 1 holder — while 77 added to existing stakes and 82 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $35.3M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.

  • 221 institutional investors held Delek US (DK) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.01B of Delek US stock for Q1 2024, up 17% quarter-over-quarter.
  • 37 funds opened new Delek US positions in Q1 2024 and 36 closed out, a net change of +1 holder.
  • The largest Delek US buyer in Q1 2024 was Goldman Sachs, an estimated $35.3M added.
  • The largest Delek US seller in Q1 2024 was Morgan Stanley, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2024.