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Delek Logistics

48 hedge funds and large institutions have $168M invested in Delek Logistics in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $1.13M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 22.16%22.1% (-0.06%)

3% less capital invested

Capital invested by funds: $173M → $168M (-$4.71M)

6% less funds holding

Funds holding: 5148 (-3)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
18
Closed
6
Calls
$3.12M
Puts
$1.13M
Net Calls
+$1.99M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$53.2M +$43.2M +1,377,377 +425%
Goldman Sachs
2
Goldman Sachs
New York
$22.6M -$2.1M -67,054 -8%
ClearBridge Investments
3
ClearBridge Investments
New York
$20.6M
Invesco
4
Invesco
Georgia
$14.2M
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$11.6M +$811K +25,822 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$7.27M +$1.01M +32,102 +16%
First Trust Advisors
7
First Trust Advisors
Illinois
$6.41M +$417K +13,300 +7%
Allianz Asset Management
8
Allianz Asset Management
Germany
$4.75M -$1.02M -32,340 -18%
KCM
9
Kornitzer Capital Management
Kansas
$4.38M
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$2.92M -$12.6K -400 -0.4%
VEA
11
Virtus ETF Advisers
New York
$2.9M +$399K +12,704 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.09M +$137K +4,372 +7%
PH
13
Pinnacle Holdings
Oklahoma
$1.86M -$65.6K -2,090 -3%
UBS Group
14
UBS Group
Switzerland
$1.47M +$383K +12,202 +35%
BCC
15
Biglari Capital Corp
Texas
$1.41M -$415K -13,216 -23%
MIH
16
Meitav Investment House
Israel
$1.35M -$65.6K -2,090 -5%
Morgan Stanley
17
Morgan Stanley
New York
$1.21M -$575K -18,303 -32%
Bank of America
18
Bank of America
North Carolina
$955K -$414K -13,181 -30%
BI
19
Bramshill Investments
Florida
$905K
Wells Fargo
20
Wells Fargo
California
$759K -$70.9K -2,258 -9%
GC
21
Guggenheim Capital
Illinois
$637K -$167K -5,328 -21%
RJA
22
Raymond James & Associates
Florida
$594K +$20.6K +657 +4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$554K -$62.9K -2,003 -10%
TWMP
24
Taylor Wealth Management Partners
Massachusetts
$516K
GCP
25
GSA Capital Partners
United Kingdom
$495K +$178K +5,672 +56%

DKL Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q3 2019, worth a combined $168M — down 2.7% from $173M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DKL and 3 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Tortoise Capital Advisors, adding an estimated $43.2M. The largest seller was Advisory Research, exiting entirely with an estimated $40.3M sold.

  • 48 institutional investors held Delek Logistics (DKL) as of Q3 2019, down from 51 in Q2 2019.
  • Funds reported $168M of Delek Logistics stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 3 funds opened new Delek Logistics positions in Q3 2019 and 6 closed out, a net change of -3 holders.
  • The largest Delek Logistics buyer in Q3 2019 was Tortoise Capital Advisors, an estimated $43.2M added.
  • The largest Delek Logistics seller in Q3 2019 was Advisory Research, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2019.