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Delek Logistics

45 hedge funds and large institutions have $189M invested in Delek Logistics in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $2.6M

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $156M → $189M (+$33.5M)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 23.1%22.8% (-0.3%)

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
5
Reduced
17
Closed
9
Calls
$3.84M
Puts
$2.6M
Net Calls
+$1.25M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$40.6M +$210K +6,801 +0.6%
Goldman Sachs
2
Goldman Sachs
New York
$26.3M -$1.48M -48,039 -6%
ClearBridge Investments
3
ClearBridge Investments
New York
$22.4M
Allianz Asset Management
4
Allianz Asset Management
Germany
$17M -$330K -10,700 -2%
O
5
OppenheimerFunds
New York
$15.7M
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$9.59M +$8.7M +282,098 New
First Trust Advisors
7
First Trust Advisors
Illinois
$7.14M +$6.48M +209,921 New
CS
8
Credit Suisse
Switzerland
$6.68M -$2.91M -94,200 -32%
BlackRock
9
BlackRock
New York
$6.01M -$304K -9,860 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$6.01M +$5.45M +176,694 New
KCM
11
Kornitzer Capital Management
Kansas
$4.76M
TCA
12
Tortoise Capital Advisors
Kansas
$4.05M +$3.68M +119,249 New
BCC
13
Biglari Capital Corp
Texas
$3.54M
UBS Group
14
UBS Group
Switzerland
$2.94M -$4.08M -132,426 -60%
PH
15
Pinnacle Holdings
Oklahoma
$2.21M -$132K -4,280 -6%
MIH
16
Meitav Investment House
Israel
$1.86M -$401K -13,000 -19%
HHAM
17
HITE Hedge Asset Management
Massachusetts
$1.67M -$5.62M -182,031 -79%
Bank of America
18
Bank of America
North Carolina
$1.21M -$374K -12,119 -25%
BI
19
Bramshill Investments
Florida
$973K +$882K +28,609 New
GC
20
Guggenheim Capital
Illinois
$941K +$118K +3,823 +16%
TWMP
21
Taylor Wealth Management Partners
Massachusetts
$930K
Morgan Stanley
22
Morgan Stanley
New York
$710K -$3.19M -103,353 -83%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$670K +$608K +19,700 New
AIA
24
Arrow Investment Advisors
Maryland
$616K +$17K +550 +3%
Wells Fargo
25
Wells Fargo
California
$611K -$39K -1,263 -7%

DKL Hedge Fund Activity: Q3 2018 in Review

45 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q3 2018, worth a combined $189M — up 21% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DKL positions and 9 closed out — a net gain of 2 holders — while 5 added to existing stakes and 17 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $8.7M. The largest seller was HITE Hedge Asset Management, cutting an estimated $5.62M.

  • 45 institutional investors held Delek Logistics (DKL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $189M of Delek Logistics stock for Q3 2018, up 21% quarter-over-quarter.
  • 11 funds opened new Delek Logistics positions in Q3 2018 and 9 closed out, a net change of +2 holders.
  • The largest Delek Logistics buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $8.7M added.
  • The largest Delek Logistics seller in Q3 2018 was HITE Hedge Asset Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2018.