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Delek Logistics

52 hedge funds and large institutions have $165M invested in Delek Logistics in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

16% more funds holding

Funds holding: 4552 (+7)

3% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.35M

0.27% more ownership

Funds ownership: 22.8%23.07% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $189M → $165M (-$24.5M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
17
Closed
5
Calls
$1.39M
Puts
$1.35M
Net Calls
+$45K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$36.9M +$2.07M +66,900 +6%
Goldman Sachs
2
Goldman Sachs
New York
$22.2M -$410K -13,281 -2%
ClearBridge Investments
3
ClearBridge Investments
New York
$19.3M
Allianz Asset Management
4
Allianz Asset Management
Germany
$13.6M -$1.07M -34,600 -7%
O
5
OppenheimerFunds
New York
$13.5M
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$8.63M +$397K +12,841 +5%
TCA
7
Tortoise Capital Advisors
Kansas
$7.55M +$4.29M +138,913 +116%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.07M +$6.41M +207,435 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$5.54M +$389K +12,606 +7%
First Trust Advisors
10
First Trust Advisors
Illinois
$4.79M -$1.42M -46,109 -22%
CS
11
Credit Suisse
Switzerland
$4.52M -$1.3M -41,995 -21%
KCM
12
Kornitzer Capital Management
Kansas
$4.09M
BCC
13
Biglari Capital Corp
Texas
$3.04M
PH
14
Pinnacle Holdings
Oklahoma
$1.91M +$7.11K +230 +0.4%
BlackRock
15
BlackRock
New York
$1.66M -$3.71M -120,074 -68%
MIH
16
Meitav Investment House
Israel
$1.54M -$61.8K -2,000 -4%
Bank of America
17
Bank of America
North Carolina
$1.32M +$301K +9,743 +27%
HHAM
18
HITE Hedge Asset Management
Massachusetts
$1.24M -$209K -6,765 -14%
BI
19
Bramshill Investments
Florida
$836K +$9.42K +305 +1%
GC
20
Guggenheim Capital
Illinois
$785K -$25.7K -833 -3%
Wells Fargo
21
Wells Fargo
California
$699K +$184K +5,951 +33%
UBS Group
22
UBS Group
Switzerland
$595K -$2.05M -66,251 -77%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$530K -$49K -1,585 -8%
TWMP
24
Taylor Wealth Management Partners
Massachusetts
$483K -$335K -10,840 -40%
AIA
25
Arrow Investment Advisors
Maryland
$402K -$135K -4,373 -24%

DKL Hedge Fund Activity: Q4 2018 in Review

52 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q4 2018, worth a combined $165M — down 13% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DKL positions and 5 closed out — a net gain of 7 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6.41M. The largest seller was BlackRock, cutting an estimated $3.71M.

  • 52 institutional investors held Delek Logistics (DKL) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $165M of Delek Logistics stock for Q4 2018, down 13% quarter-over-quarter.
  • 12 funds opened new Delek Logistics positions in Q4 2018 and 5 closed out, a net change of +7 holders.
  • The largest Delek Logistics buyer in Q4 2018 was JP Morgan Chase, an estimated $6.41M added.
  • The largest Delek Logistics seller in Q4 2018 was BlackRock, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2018.