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Delek Logistics

47 hedge funds and large institutions have $252M invested in Delek Logistics in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $3.04M | Put options by funds: $2.56M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4947 (-2)

11% less capital invested

Capital invested by funds: $284M → $252M (-$31.6M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

32.83% less ownership

Funds ownership: 66.02%33.19% (-33%)

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
16
Closed
8
Calls
$3.04M
Puts
$2.56M
Net Calls
+$482K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$57.1M +$451K +15,908 +0.9%
Goldman Sachs
2
Goldman Sachs
New York
$36M -$3.1M -109,511 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.1M +$6.65M +234,700 +50%
ClearBridge Investments
4
ClearBridge Investments
New York
$20.4M -$3.14M -110,657 -15%
Allianz Asset Management
5
Allianz Asset Management
Germany
$18.6M -$811K -28,600 -5%
O
6
OppenheimerFunds
New York
$14.4M
TAM
7
TPH Asset Management
Texas
$9.52M +$5.44M +191,848 +145%
WHG
8
Westwood Holdings Group
Texas
$8.15M +$8.79K +310 +0.1%
BA
9
BlackRock Advisors
Delaware
$7.02M
GXMC
10
Global X Management Company
New York
$5.87M +$5.3M +186,828 New
Morgan Stanley
11
Morgan Stanley
New York
$5.67M +$573K +20,211 +13%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.34M -$185K -6,535 -4%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$4.88M -$4.13M -145,682 -48%
KCM
14
Kornitzer Capital Management
Kansas
$4.4M
Bank of America
15
Bank of America
North Carolina
$4.18M -$430K -15,176 -10%
Wells Fargo
16
Wells Fargo
California
$4.06M +$3.1M +109,174 +541%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.96M -$760K -26,799 -18%
NIM
18
NXG Investment Management
Texas
$3.52M -$340K -12,000 -10%
YCM
19
Yorkville Capital Management
New York
$2.84M +$120K +4,230 +5%
WA
20
Wasatch Advisors
Utah
$2.53M -$1.06M -37,420 -31%
GCP
21
GSA Capital Partners
United Kingdom
$2.48M -$1.4M -49,238 -38%
BCFA
22
BP Capital Fund Advisors
Texas
$1.61M
NMIMC
23
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$2.4M -84,677 -63%
HB
24
Homrich & Berg
Georgia
$1.26M +$34.4K +1,213 +3%
IG
25
ING Group
Netherlands
$1.15M +$1.04M +36,610 New

DKL Hedge Fund Activity: Q1 2016 in Review

47 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q1 2016, worth a combined $252M — down 11% from $284M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DKL and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Fidelity Investments, adding an estimated $6.65M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $4.13M.

  • 47 institutional investors held Delek Logistics (DKL) as of Q1 2016, down from 49 in Q4 2015.
  • Funds reported $252M of Delek Logistics stock for Q1 2016, down 11% quarter-over-quarter.
  • 6 funds opened new Delek Logistics positions in Q1 2016 and 8 closed out, a net change of -2 holders.
  • The largest Delek Logistics buyer in Q1 2016 was Fidelity Investments, an estimated $6.65M added.
  • The largest Delek Logistics seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2016.