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173 hedge funds and large institutions have $1.33B invested in Delek US in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

4% less funds holding

Funds holding: 181173 (-8)

5% less ownership

Funds ownership: 84.63%79.63% (-5%)

60% less call options, than puts

Call options by funds: $983K | Put options by funds: $2.46M

60% less capital invested

Capital invested by funds: $3.35B → $1.33B (-$2.02B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
64
Reduced
55
Closed
40
Calls
$983K
Puts
$2.46M
Net Calls
-$1.48M
Net Calls Change
-$513K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$119M +$33.1M +1,095,335 +33%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$113M +$9.17M +303,215 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.7M +$7.99M +264,012 +8%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$72.5M -$10.5M -348,600 -12%
AR
5
Advisory Research
Illinois
$58.6M -$27.1M -896,932 -29%
Wells Fargo
6
Wells Fargo
California
$44.2M -$7.82M -258,458 -14%
BFA
7
BlackRock Fund Advisors
California
$42.9M +$6.77M +223,763 +17%
BIT
8
BlackRock Institutional Trust
California
$41.6M +$527K +17,417 +1%
CI
9
Cambiar Investors
Colorado
$41.6M +$6.01M +198,635 +15%
Allianz Asset Management
10
Allianz Asset Management
Germany
$40.8M +$4.06M +134,273 +10%
State Street
11
State Street
Massachusetts
$39.1M +$1.01M +33,253 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$36.2M +$3.63M +120,012 +10%
ABC
13
Anchor Bolt Capital
Illinois
$34.9M +$35.2M +1,164,690 +1,018%
Fidelity International
14
Fidelity International
Bermuda
$31.3M +$34.7M +1,146,901 New
Victory Capital Management
15
Victory Capital Management
Texas
$30.4M +$7.49M +247,635 +29%
TSW
16
Thompson Siegel & Walmsley
Virginia
$24.4M +$4.59M +151,849 +20%
Ameriprise
17
Ameriprise
Minnesota
$20.9M +$868K +28,678 +4%
Millennium Management
18
Millennium Management
New York
$17.9M -$17.8M -589,852 -47%
Northern Trust
19
Northern Trust
Illinois
$17.7M -$735K -24,306 -4%
Morgan Stanley
20
Morgan Stanley
New York
$16.2M +$124K +4,092 +0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.5M +$114K +3,784 +0.7%
Goldman Sachs
22
Goldman Sachs
New York
$12.9M -$15.1M -499,285 -51%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$12.1M +$539K +17,817 +5%
TA
24
Teachers Advisors
New York
$11.5M -$10.8M -356,114 -88%
USAA
25
United Services Automobile Association
Texas
$10.7M +$1.97M +65,000 +20%

DK Hedge Fund Activity: Q4 2014 in Review

173 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q4 2014, worth a combined $1.33B — down 60% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of DK and 37 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 64 added.

The largest buyer was Anchor Bolt Capital, adding an estimated $35.2M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.66B sold.

  • 173 institutional investors held Delek US (DK) as of Q4 2014, down from 181 in Q3 2014.
  • Funds reported $1.33B of Delek US stock for Q4 2014, down 60% quarter-over-quarter.
  • 37 funds opened new Delek US positions in Q4 2014 and 40 closed out, a net change of -3 holders.
  • The largest Delek US buyer in Q4 2014 was Anchor Bolt Capital, an estimated $35.2M added.
  • The largest Delek US seller in Q4 2014 was Americafirst Capital Management, an estimated $1.66B sold.

Based on aggregated 13F filings for Q4 2014.