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Delek Logistics

53 hedge funds and large institutions have $210M invested in Delek Logistics in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

16% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $2.07M

13% more funds holding

Funds holding: 4753 (+6)

0.87% less ownership

Funds ownership: 33.19%32.32% (-0.87%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

17% less capital invested

Capital invested by funds: $252M → $210M (-$42.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
16
Closed
6
Calls
$2.42M
Puts
$2.07M
Net Calls
+$342K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$46.7M -$2.02M -70,979 -4%
Goldman Sachs
2
Goldman Sachs
New York
$30.6M -$28.8K -1,013 -0.1%
ClearBridge Investments
3
ClearBridge Investments
New York
$17.3M
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.8M +$17.1K +600 +0.1%
TAM
5
TPH Asset Management
Texas
$13.6M +$5.29M +185,853 +57%
O
6
OppenheimerFunds
New York
$12.2M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$8.82M -$10.6M -373,210 -53%
WHG
8
Westwood Holdings Group
Texas
$6.93M
BA
9
BlackRock Advisors
Delaware
$5.91M -$68.3K -2,400 -1%
GXMC
10
Global X Management Company
New York
$5.88M +$954K +33,516 +18%
Bank of America
11
Bank of America
North Carolina
$5.44M +$2.01M +70,635 +53%
Morgan Stanley
12
Morgan Stanley
New York
$4.57M -$268K -9,402 -5%
First Trust Advisors
13
First Trust Advisors
Illinois
$4.32M +$4.6M +161,638 New
KCM
14
Kornitzer Capital Management
Kansas
$3.74M
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$3.7M -$477K -16,757 -11%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.63M +$280K +9,827 +8%
NIM
17
NXG Investment Management
Texas
$2.4M -$626K -22,000 -20%
Deutsche Bank
18
Deutsche Bank
Germany
$2.35M +$2.5M +87,897 +31,963%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.35M +$2.51M +88,001 New
WA
20
Wasatch Advisors
Utah
$2.18M
BCFA
21
BP Capital Fund Advisors
Texas
$1.85M +$511K +17,960 +35%
LMGAM
22
Liberty Mutual Group Asset Management
Massachusetts
$1.27M +$1.36M +47,682 New
Barclays
23
Barclays
United Kingdom
$1.21M +$1.3M +45,479 New
HB
24
Homrich & Berg
Georgia
$1.13M +$61.1K +2,145 +5%
HHAM
25
HITE Hedge Asset Management
Massachusetts
$980K +$614K +21,579 +143%

DKL Hedge Fund Activity: Q2 2016 in Review

53 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q2 2016, worth a combined $210M — down 17% from $252M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DKL positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was TPH Asset Management, adding an estimated $5.29M. The largest seller was Fidelity Investments, cutting an estimated $10.6M.

  • 53 institutional investors held Delek Logistics (DKL) as of Q2 2016, up from 47 in Q1 2016.
  • Funds reported $210M of Delek Logistics stock for Q2 2016, down 17% quarter-over-quarter.
  • 12 funds opened new Delek Logistics positions in Q2 2016 and 6 closed out, a net change of +6 holders.
  • The largest Delek Logistics buyer in Q2 2016 was TPH Asset Management, an estimated $5.29M added.
  • The largest Delek Logistics seller in Q2 2016 was Fidelity Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2016.