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212 hedge funds and large institutions have $1.26B invested in Delek US in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $18M | Put options by funds: $10.9M

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

4.53% more ownership

Funds ownership: 100.25%104.78% (+4.5%)

6% less funds holding

Funds holding: 226212 (-14)

21% less capital invested

Capital invested by funds: $1.59B → $1.26B (-$336M)

26% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
212
Holders Change
-14
Holders Change %
-6.19%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
77
Reduced
64
Closed
46
Calls
$18M
Puts
$10.9M
Net Calls
+$7.08M
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M -$7.18M -339,288 -5%
BlackRock
2
BlackRock
New York
$120M -$4.06M -191,716 -3%
RRAM
3
River Road Asset Management
Kentucky
$76.9M +$972K +45,949 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.8M -$4.08M -192,701 -5%
Victory Capital Management
5
Victory Capital Management
Texas
$61.5M +$10.2M +480,614 +17%
State Street
6
State Street
Massachusetts
$56.6M +$4.72M +223,110 +8%
IAM
7
Ion Asset Management
Israel
$55.6M +$6.83M +323,022 +12%
Goldman Sachs
8
Goldman Sachs
New York
$43.4M +$16.4M +774,297 +50%
RCMNY
9
Rubric Capital Management (New York)
New York
$37.5M +$42.3M +2,000,000 New
Fisher Asset Management
10
Fisher Asset Management
Washington
$33.6M -$389K -18,403 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$32M +$11.6M +548,777 +47%
Barclays
12
Barclays
United Kingdom
$28.1M +$10.8M +508,719 +51%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27.4M +$1.34M +63,502 +5%
Morgan Stanley
14
Morgan Stanley
New York
$26.1M +$9.57M +452,201 +48%
Citadel Advisors
15
Citadel Advisors
Florida
$23M -$4.66M -220,294 -15%
PCM
16
Philosophy Capital Management
California
$21.5M +$24.2M +1,145,132 New
SCM
17
SIR Capital Management
New York
$16.9M +$523K +24,723 +3%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$16.4M +$7.33M +346,267 +66%
Northern Trust
19
Northern Trust
Illinois
$15.7M +$3.01M +142,501 +21%
SFM
20
Systematic Financial Management
New Jersey
$15.6M +$2.08M +98,312 +13%
N
21
Nuveen
North Carolina
$15.5M -$8.63M -408,131 -33%
Allianz Asset Management
22
Allianz Asset Management
Germany
$15.4M +$1.73M +81,914 +11%
TC
23
Towle & Co
Colorado
$15.3M +$17.2M +813,709 New
ECA
24
Encompass Capital Advisors
New York
$15M -$2.58M -122,153 -13%
EIP
25
Easterly Investment Partners
Massachusetts
$14M +$6.06M +286,503 +63%

DK Hedge Fund Activity: Q3 2024 in Review

212 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Delek US (DK) for Q3 2024, worth a combined $1.26B — down 21% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of DK and 34 opened new positions — a net loss of 12 holders — while 64 trimmed existing stakes and 77 added.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $42.3M. The largest seller was ExodusPoint Capital Management, cutting an estimated $24.8M.

  • 212 institutional investors held Delek US (DK) as of Q3 2024, down from 226 in Q2 2024.
  • Funds reported $1.26B of Delek US stock for Q3 2024, down 21% quarter-over-quarter.
  • 34 funds opened new Delek US positions in Q3 2024 and 46 closed out, a net change of -12 holders.
  • The largest Delek US buyer in Q3 2024 was Rubric Capital Management (New York), an estimated $42.3M added.
  • The largest Delek US seller in Q3 2024 was ExodusPoint Capital Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2024.