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230 hedge funds and large institutions have $1.73B invested in Delek US in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $31.9M | Put options by funds: $9.27M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

156% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 25

28% more capital invested

Capital invested by funds: $1.36B → $1.73B (+$374M)

17% more funds holding

Funds holding: 196230 (+34)

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

1.52% more ownership

Funds ownership: 93.34%94.86% (+1.5%)

Holders
230
Holders Change
+34
Holders Change %
+17.35%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
64
Increased
70
Reduced
62
Closed
25
Calls
$31.9M
Puts
$9.27M
Net Calls
+$22.7M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$199M +$120K +4,451 +0.1%
BlackRock
2
BlackRock
New York
$152M -$14.6M -540,743 -8%
State Street
3
State Street
Massachusetts
$105M +$16.3M +603,680 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.7M +$552K +20,450 +0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$87.9M -$48M -1,780,436 -34%
Citadel Advisors
6
Citadel Advisors
Florida
$47.5M +$10.5M +390,447 +27%
Macquarie Group
7
Macquarie Group
Australia
$44.4M -$8.01M -296,920 -15%
Boston Partners
8
Boston Partners
Massachusetts
$41M -$22.3M -824,997 -34%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$37.3M -$17.7M -654,529 -31%
Morgan Stanley
10
Morgan Stanley
New York
$37M +$32.4M +1,200,481 +523%
Fisher Asset Management
11
Fisher Asset Management
Washington
$36M -$6.75M -249,968 -15%
KL
12
KGH Ltd
Bahamas
$33.5M +$34.9M +1,294,822 New
Millennium Management
13
Millennium Management
New York
$32.3M +$14.7M +544,906 +77%
N
14
Nuveen
North Carolina
$31.3M +$20.8M +770,627 +175%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$30.9M -$546K -20,230 -2%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$30.5M -$18.4M -683,387 -37%
Two Sigma Investments
17
Two Sigma Investments
New York
$27.7M +$14M +518,503 +93%
SG
18
Sourcerock Group
Colorado
$24.6M +$24.4M +902,538 +1,805%
RA
19
RR Advisors
Texas
$24.5M +$25.5M +946,000 New
TC
20
Towle & Co
Colorado
$22.8M -$15M -554,390 -39%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$22.4M -$955K -35,396 -4%
Northern Trust
22
Northern Trust
Illinois
$21.7M +$576K +21,338 +3%
SCM
23
SIR Capital Management
New York
$21.2M +$5.07M +187,852 +30%
Charles Schwab
24
Charles Schwab
California
$21M +$1.12M +41,616 +5%
Norges Bank
25
Norges Bank
Norway
$19M +$7.64M +283,085 +62%

DK Hedge Fund Activity: Q2 2022 in Review

230 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q2 2022, worth a combined $1.73B — up 28% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DK positions and 25 closed out — a net gain of 39 holders — while 70 added to existing stakes and 62 trimmed.

The largest buyer was KGH Ltd, opening a new position worth an estimated $34.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $58.4M sold.

  • 230 institutional investors held Delek US (DK) as of Q2 2022, up from 196 in Q1 2022.
  • Funds reported $1.73B of Delek US stock for Q2 2022, up 28% quarter-over-quarter.
  • 64 funds opened new Delek US positions in Q2 2022 and 25 closed out, a net change of +39 holders.
  • The largest Delek US buyer in Q2 2022 was KGH Ltd, an estimated $34.9M added.
  • The largest Delek US seller in Q2 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $58.4M sold.

Based on aggregated 13F filings for Q2 2022.