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Delek Logistics

48 hedge funds and large institutions have $174M invested in Delek Logistics in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

115% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $1.18M

6% more capital invested

Capital invested by funds: $165M → $174M (+$9.48M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.07% less ownership

Funds ownership: 23.07%21.99% (-1.1%)

8% less funds holding

Funds holding: 5248 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
9
Closed
8
Calls
$2.53M
Puts
$1.18M
Net Calls
+$1.35M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
1
Advisory Research
Illinois
$40.9M
Goldman Sachs
2
Goldman Sachs
New York
$25.2M +$579K +18,878 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$21.3M
O
4
OppenheimerFunds
New York
$14.7M -$199K -6,500 -1%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$9.61M +$45.6K +1,488 +0.5%
TCA
6
Tortoise Capital Advisors
Kansas
$9.34M +$913K +29,765 +12%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.75M +$26.7K +870 +0.4%
Allianz Asset Management
8
Allianz Asset Management
Germany
$6.67M -$7.99M -260,552 -56%
First Trust Advisors
9
First Trust Advisors
Illinois
$5.66M +$331K +10,804 +7%
KCM
10
Kornitzer Capital Management
Kansas
$4.54M
CS
11
Credit Suisse
Switzerland
$4.47M -$518K -16,894 -11%
BCC
12
Biglari Capital Corp
Texas
$3.92M +$521K +17,000 +16%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$3.07M +$2.9M +94,563 New
Morgan Stanley
14
Morgan Stanley
New York
$2.54M +$1.99M +64,978 +492%
PH
15
Pinnacle Holdings
Oklahoma
$2.03M -$82.1K -2,675 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.71M -$4.19M -136,500 -72%
MIH
17
Meitav Investment House
Israel
$1.58M -$123K -4,000 -8%
Bank of America
18
Bank of America
North Carolina
$1.43M -$30.6K -998 -2%
GC
19
Guggenheim Capital
Illinois
$1.04M +$156K +5,099 +19%
BI
20
Bramshill Investments
Florida
$938K
UBS Group
21
UBS Group
Switzerland
$839K +$170K +5,544 +27%
Wells Fargo
22
Wells Fargo
California
$831K +$52.4K +1,708 +7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$639K +$531K +17,303 +721%
AIA
24
Arrow Investment Advisors
Maryland
$550K +$98.5K +3,211 +23%
TWMP
25
Taylor Wealth Management Partners
Massachusetts
$535K

DKL Hedge Fund Activity: Q1 2019 in Review

48 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q1 2019, worth a combined $174M — up 5.8% from $165M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DKL and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $2.9M. The largest seller was Allianz Asset Management, cutting an estimated $7.99M.

  • 48 institutional investors held Delek Logistics (DKL) as of Q1 2019, down from 52 in Q4 2018.
  • Funds reported $174M of Delek Logistics stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 4 funds opened new Delek Logistics positions in Q1 2019 and 8 closed out, a net change of -4 holders.
  • The largest Delek Logistics buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.9M added.
  • The largest Delek Logistics seller in Q1 2019 was Allianz Asset Management, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2019.