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Delek Logistics

42 hedge funds and large institutions have $265M invested in Delek Logistics in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 3942 (+3)

0.47% less ownership

Funds ownership: 61.79%61.31% (-0.47%)

14% less capital invested

Capital invested by funds: $306M → $265M (-$41.5M)

82% less call options, than puts

Call options by funds: $752K | Put options by funds: $4.23M

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
9
Closed
6
Calls
$752K
Puts
$4.23M
Net Calls
-$3.48M
Net Calls Change
-$5.89M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$58.4M +$8.47M +227,065 +16%
Goldman Sachs
2
Goldman Sachs
New York
$50.7M -$2.96M -79,453 -5%
ClearBridge Investments
3
ClearBridge Investments
New York
$29.6M +$63.4K +1,700 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$22.6M +$1.9M +51,034 +9%
O
5
OppenheimerFunds
New York
$16.2M +$1.31M +35,038 +8%
NIM
6
NXG Investment Management
Texas
$14.1M +$3.23M +86,500 +28%
MSA
7
Mason Street Advisors
Wisconsin
$10.6M +$2.17M +58,274 +24%
WHG
8
Westwood Holdings Group
Texas
$10.4M +$838K +22,470 +8%
TAM
9
TPH Asset Management
Texas
$5.61M +$3.68M +98,611 +166%
BA
10
BlackRock Advisors
Delaware
$5.32M -$160K -4,300 -3%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$4.98M +$5.24M +140,488 New
KCM
12
Kornitzer Capital Management
Kansas
$4.97M
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.74M +$4.99M +133,701 New
Bank of America
14
Bank of America
North Carolina
$3.92M -$19.3M -517,816 -82%
HHAM
15
HITE Hedge Asset Management
Massachusetts
$3.48M +$1.95M +52,200 +113%
UBS Group
16
UBS Group
Switzerland
$2.87M +$3.02M +80,848 New
YCM
17
Yorkville Capital Management
New York
$2.29M +$2.4M +64,430 New
CS
18
Credit Suisse
Switzerland
$2.2M -$15.4M -413,377 -87%
Deutsche Bank
19
Deutsche Bank
Germany
$1.52M +$374K +10,025 +30%
GCP
20
GSA Capital Partners
United Kingdom
$1.38M +$780K +20,910 +116%
HB
21
Homrich & Berg
Georgia
$1.29M +$37.1K +995 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.29M +$126K +3,372 +10%
Wells Fargo
23
Wells Fargo
California
$1.05M +$335K +8,974 +43%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$930K
HFA
25
Harvest Fund Advisors
Pennsylvania
$601K +$632K +16,954 New

DKL Hedge Fund Activity: Q4 2014 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q4 2014, worth a combined $265M — down 14% from $306M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DKL positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Advisory Research, adding an estimated $8.47M. The largest seller was Bank of America, cutting an estimated $19.3M.

  • 42 institutional investors held Delek Logistics (DKL) as of Q4 2014, up from 39 in Q3 2014.
  • Funds reported $265M of Delek Logistics stock for Q4 2014, down 14% quarter-over-quarter.
  • 10 funds opened new Delek Logistics positions in Q4 2014 and 6 closed out, a net change of +4 holders.
  • The largest Delek Logistics buyer in Q4 2014 was Advisory Research, an estimated $8.47M added.
  • The largest Delek Logistics seller in Q4 2014 was Bank of America, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2014.