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Delek Logistics

51 hedge funds and large institutions have $230M invested in Delek Logistics in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more capital invested

Capital invested by funds: $218M → $230M (+$11.9M)

4% more funds holding

Funds holding: 4951 (+2)

2.5% more ownership

Funds ownership: 26.9%29.39% (+2.5%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

52% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $8.3M

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
16
Closed
5
Calls
$3.97M
Puts
$8.3M
Net Calls
-$4.33M
Net Calls Change
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$56M -$124K -3,935 -0.2%
Goldman Sachs
2
Goldman Sachs
New York
$30.1M -$2.76M -87,841 -9%
ClearBridge Investments
3
ClearBridge Investments
New York
$20.8M -$409K -13,009 -2%
GAM
4
Gotham Asset Management
New York
$18.7M +$22.2M +706,773 New
Allianz Asset Management
5
Allianz Asset Management
Germany
$17.3M -$357K -11,372 -2%
O
6
OppenheimerFunds
New York
$15.2M +$179K +5,700 +1%
HHAM
7
HITE Hedge Asset Management
Massachusetts
$10.5M +$118K +3,765 +1%
GXMC
8
Global X Management Company
New York
$8.09M +$386K +12,272 +5%
UBS Group
9
UBS Group
Switzerland
$7.97M +$4.45M +141,764 +139%
BlackRock
10
BlackRock
New York
$6.1M -$841K -26,770 -13%
WA
11
Wasatch Advisors
Utah
$5.5M
Morgan Stanley
12
Morgan Stanley
New York
$5.08M -$2M -63,687 -29%
KCM
13
Kornitzer Capital Management
Kansas
$4.58M
ABC
14
Anchor Bolt Capital
Illinois
$2.91M -$573K -18,244 -17%
Cohen & Steers
15
Cohen & Steers
New York
$2.58M +$2.47M +78,725 New
Bank of America
16
Bank of America
North Carolina
$2.46M -$55.5K -1,765 -2%
PH
17
Pinnacle Holdings
Oklahoma
$2.01M +$31.4K +999 +2%
BCFA
18
BP Capital Fund Advisors
Texas
$1.83M -$1.66M -52,802 -49%
HB
19
Homrich & Berg
Georgia
$1.5M +$13.4K +426 +0.9%
TWMP
20
Taylor Wealth Management Partners
Massachusetts
$1.06M +$128K +4,090 +14%
HighTower Advisors
21
HighTower Advisors
Illinois
$921K -$32.5K -1,033 -4%
GCP
22
GSA Capital Partners
United Kingdom
$909K +$304K +9,665 +53%
Wells Fargo
23
Wells Fargo
California
$817K +$185K +5,900 +31%
FSH
24
Franklin Square Holdings
Pennsylvania
$757K
MF
25
Magnetar Financial
Illinois
$757K +$726K +23,100 New

DKL Hedge Fund Activity: Q2 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q2 2017, worth a combined $230M — up 5.5% from $218M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DKL positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Gotham Asset Management, opening a new position worth an estimated $22.2M. The largest seller was Goldman Sachs, cutting an estimated $2.76M.

  • 51 institutional investors held Delek Logistics (DKL) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $230M of Delek Logistics stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 7 funds opened new Delek Logistics positions in Q2 2017 and 5 closed out, a net change of +2 holders.
  • The largest Delek Logistics buyer in Q2 2017 was Gotham Asset Management, an estimated $22.2M added.
  • The largest Delek Logistics seller in Q2 2017 was Goldman Sachs, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2017.