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Delek Logistics

45 hedge funds and large institutions have $156M invested in Delek Logistics in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 4445 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.58% less ownership

Funds ownership: 24.69%23.1% (-1.6%)

9% less capital invested

Capital invested by funds: $171M → $156M (-$14.9M)

61% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $3.89M

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
13
Closed
8
Calls
$1.51M
Puts
$3.89M
Net Calls
-$2.37M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$32.8M -$10.7M -371,953 -24%
Goldman Sachs
2
Goldman Sachs
New York
$22.7M +$443K +15,450 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$18.2M
Allianz Asset Management
4
Allianz Asset Management
Germany
$14.1M
O
5
OppenheimerFunds
New York
$12.7M
CS
6
Credit Suisse
Switzerland
$8.04M +$3.61M +126,058 +77%
GXMC
7
Global X Management Company
New York
$7.14M -$133K -4,655 -2%
HHAM
8
HITE Hedge Asset Management
Massachusetts
$6.39M -$3.16M -110,187 -32%
UBS Group
9
UBS Group
Switzerland
$6.06M +$1.58M +55,173 +34%
BlackRock
10
BlackRock
New York
$5.16M
KCM
11
Kornitzer Capital Management
Kansas
$3.87M
Morgan Stanley
12
Morgan Stanley
New York
$3.44M +$1.19M +41,458 +50%
BCC
13
Biglari Capital Corp
Texas
$2.88M +$2.98M +104,000 New
PH
14
Pinnacle Holdings
Oklahoma
$1.92M +$12.9K +450 +0.7%
MIH
15
Meitav Investment House
Israel
$1.82M +$181K +6,300 +10%
Bank of America
16
Bank of America
North Carolina
$1.31M -$603K -21,023 -31%
Deutsche Bank
17
Deutsche Bank
Germany
$843K +$34.2K +1,194 +4%
Renaissance Technologies
18
Renaissance Technologies
New York
$843K +$874K +30,500 New
TWMP
19
Taylor Wealth Management Partners
Massachusetts
$756K -$43K -1,500 -5%
GC
20
Guggenheim Capital
Illinois
$660K +$217K +7,559 +46%
Wells Fargo
21
Wells Fargo
California
$532K -$39.8K -1,387 -7%
AIA
22
Arrow Investment Advisors
Maryland
$486K -$116K -4,044 -19%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$458K +$213K +7,440 +82%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$428K +$60.8K +2,122 +16%
Wolverine Trading
25
Wolverine Trading
Illinois
$311K

DKL Hedge Fund Activity: Q2 2018 in Review

45 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q2 2018, worth a combined $156M — down 8.7% from $171M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DKL positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Credit Suisse, adding an estimated $3.61M. The largest seller was Advisory Research, cutting an estimated $10.7M.

  • 45 institutional investors held Delek Logistics (DKL) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $156M of Delek Logistics stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 9 funds opened new Delek Logistics positions in Q2 2018 and 8 closed out, a net change of +1 holder.
  • The largest Delek Logistics buyer in Q2 2018 was Credit Suisse, an estimated $3.61M added.
  • The largest Delek Logistics seller in Q2 2018 was Advisory Research, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.