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Delek Logistics

52 hedge funds and large institutions have $208M invested in Delek Logistics in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 5252 (0)

0.65% less ownership

Funds ownership: 30.61%29.96% (-0.65%)

2% less capital invested

Capital invested by funds: $213M → $208M (-$4.7M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

72% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $4.58M

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
19
Closed
7
Calls
$1.29M
Puts
$4.58M
Net Calls
-$3.29M
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$46.9M -$2.36M -90,928 -5%
Goldman Sachs
2
Goldman Sachs
New York
$29.2M -$1.17M -45,188 -4%
ClearBridge Investments
3
ClearBridge Investments
New York
$18.5M
N
4
Nuveen
North Carolina
$16.2M +$14.7M +566,813 New
Allianz Asset Management
5
Allianz Asset Management
Germany
$15.7M -$1.07M -41,061 -7%
O
6
OppenheimerFunds
New York
$13.1M
First Trust Advisors
7
First Trust Advisors
Illinois
$11.9M +$1.42M +54,872 +15%
GXMC
8
Global X Management Company
New York
$7.57M +$530K +20,409 +8%
HHAM
9
HITE Hedge Asset Management
Massachusetts
$6.78M +$586K +22,600 +11%
BA
10
BlackRock Advisors
Delaware
$5.93M +$4.28K +165 +0.1%
WA
11
Wasatch Advisors
Utah
$4.49M +$621K +23,950 +18%
Morgan Stanley
12
Morgan Stanley
New York
$4M -$3.06M -118,061 -46%
KCM
13
Kornitzer Capital Management
Kansas
$4M
BCFA
14
BP Capital Fund Advisors
Texas
$3.49M +$1.24M +47,908 +64%
Bank of America
15
Bank of America
North Carolina
$2.68M -$262K -10,083 -10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.85M +$566K +21,809 +51%
PH
17
Pinnacle Holdings
Oklahoma
$1.62M -$47.6K -1,835 -3%
LMGAM
18
Liberty Mutual Group Asset Management
Massachusetts
$1.48M +$229K +8,814 +20%
Deutsche Bank
19
Deutsche Bank
Germany
$1.27M -$667K -25,700 -37%
HB
20
Homrich & Berg
Georgia
$1.25M -$2.57K -99 -0.2%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$1.09M -$980K -37,760 -50%
NIM
22
NXG Investment Management
Texas
$999K -$1.43M -55,000 -61%
HighTower Advisors
23
HighTower Advisors
Illinois
$928K -$2.96K -114 -0.3%
Renaissance Technologies
24
Renaissance Technologies
New York
$869K -$1.03M -39,773 -57%
Wells Fargo
25
Wells Fargo
California
$734K -$1.66M -63,901 -71%

DKL Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q4 2016, worth a combined $208M — down 2.2% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DKL positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $14.7M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.58M sold.

  • 52 institutional investors held Delek Logistics (DKL) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $208M of Delek Logistics stock for Q4 2016, down 2.2% quarter-over-quarter.
  • 8 funds opened new Delek Logistics positions in Q4 2016 and 7 closed out, a net change of +1 holder.
  • The largest Delek Logistics buyer in Q4 2016 was Nuveen, an estimated $14.7M added.
  • The largest Delek Logistics seller in Q4 2016 was Fidelity Investments, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2016.