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164 hedge funds and large institutions have $2.07B invested in Delek US in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

78% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $6.22M

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

34% more capital invested

Capital invested by funds: $1.55B → $2.07B (+$523M)

8% more funds holding

Funds holding: 152164 (+12)

0.7% more ownership

Funds ownership: 94.67%95.38% (+0.7%)

Holders
164
Holders Change
+12
Holders Change %
+7.89%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
39
Increased
82
Reduced
34
Closed
25
Calls
$11.1M
Puts
$6.22M
Net Calls
+$4.88M
Net Calls Change
-$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$234M +$44.9M +1,792,948 +26%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$189M +$45.9M +1,833,630 +35%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$149M +$33M +1,318,289 +31%
BlackRock
4
BlackRock
New York
$133M +$27.1M +1,081,019 +28%
Millennium Management
5
Millennium Management
New York
$110M +$103M +4,107,259 New
Wellington Management Group
6
Wellington Management Group
Massachusetts
$105M +$5.54M +221,142 +6%
Victory Capital Management
7
Victory Capital Management
Texas
$77M +$5.81M +232,100 +9%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$74.6M +$53M +2,119,017 +315%
State Street
9
State Street
Massachusetts
$68.5M +$6.05M +241,528 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$62.4M -$1.43M -57,260 -2%
TCIM
11
TIAA CREF Investment Management
New York
$50.4M -$1M -40,112 -2%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$49.6M +$11.8M +470,895 +34%
Goldman Sachs
13
Goldman Sachs
New York
$47M +$29.2M +1,164,820 +197%
Norges Bank
14
Norges Bank
Norway
$46.2M +$2.14M +85,465 +5%
Northern Trust
15
Northern Trust
Illinois
$35.7M +$11.8M +470,552 +54%
UBS AM
16
UBS AM
Illinois
$35.6M -$22.5M -898,367 -40%
IAM
17
Ion Asset Management
Israel
$32.4M -$2.11M -84,183 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.7M +$12.1M +481,713 +72%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$29.2M +$26.8M +1,071,724 +5,014%
TA
20
Teachers Advisors
New York
$26.4M +$3.56M +142,334 +17%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$26M +$4.7M +187,896 +24%
N
22
Nuveen
North Carolina
$25.8M +$2.96M +118,360 +14%
Citadel Advisors
23
Citadel Advisors
Florida
$22.1M +$4.87M +194,575 +31%
KTA
24
Keeley-Teton Advisors
Illinois
$20.1M +$4.42M +176,423 +31%
Morgan Stanley
25
Morgan Stanley
New York
$19.3M +$13.4M +533,918 +282%

DK Hedge Fund Activity: Q3 2017 in Review

164 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q3 2017, worth a combined $2.07B — up 34% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DK positions and 25 closed out — a net gain of 14 holders — while 82 added to existing stakes and 34 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $103M. The largest seller was UBS AM, cutting an estimated $22.5M.

  • 164 institutional investors held Delek US (DK) as of Q3 2017, up from 152 in Q2 2017.
  • Funds reported $2.07B of Delek US stock for Q3 2017, up 34% quarter-over-quarter.
  • 39 funds opened new Delek US positions in Q3 2017 and 25 closed out, a net change of +14 holders.
  • The largest Delek US buyer in Q3 2017 was Millennium Management, an estimated $103M added.
  • The largest Delek US seller in Q3 2017 was UBS AM, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2017.