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Delek Logistics

54 hedge funds and large institutions have $193M invested in Delek Logistics in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $2.22M

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $162M → $193M (+$30.8M)

0.22% more ownership

Funds ownership: 10.36%10.58% (+0.22%)

5% less funds holding

Funds holding: 5754 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
13
Closed
13
Calls
$4.55M
Puts
$2.22M
Net Calls
+$2.33M
Net Calls Change
-$786K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$80.9M +$2.05M +50,000 +3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$23.2M +$5.46M +133,058 +32%
ClearBridge Investments
3
ClearBridge Investments
New York
$17M
Goldman Sachs
4
Goldman Sachs
New York
$14M +$619K +15,094 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.88M -$243K -5,927 -2%
KCM
6
Kornitzer Capital Management
Kansas
$5.87M
TCA
7
Tortoise Capital Advisors
Kansas
$5.68M
NIG
8
NFJ Investment Group
Texas
$4.93M -$258K -6,303 -5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$4.26M +$1.17M +28,633 +39%
NIM
10
NXG Investment Management
Texas
$3.15M
Morgan Stanley
11
Morgan Stanley
New York
$2.79M +$916K +22,341 +51%
Blackstone Inc
12
Blackstone Inc
New York
$2.11M -$370K -9,027 -15%
Deutsche Bank
13
Deutsche Bank
Germany
$2.1M -$46.8K -1,140 -2%
VEA
14
Virtus ETF Advisers
New York
$1.73M -$147K -3,594 -8%
LPL Financial
15
LPL Financial
California
$1.7M +$453K +11,053 +37%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.6M +$7.87K +192 +0.5%
RJA
17
Raymond James & Associates
Florida
$1.59M
PH
18
Pinnacle Holdings
Oklahoma
$1.18M -$108K -2,630 -9%
BI
19
Bramshill Investments
Florida
$951K +$93.1K +2,270 +11%
Wells Fargo
20
Wells Fargo
California
$585K +$5.74K +140 +1%
Citigroup
21
Citigroup
New York
$518K +$231K +5,632 +84%
UBS Group
22
UBS Group
Switzerland
$488K -$345K -8,407 -42%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$462K -$668K -16,300 -60%
TFS
24
Thoroughbred Financial Services
Tennessee
$442K +$10K +244 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$417K +$408K +9,942 New

DKL Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q2 2021, worth a combined $193M — up 19% from $162M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DKL and 10 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $5.46M. The largest seller was First Trust Advisors, exiting entirely with an estimated $3.18M sold.

  • 54 institutional investors held Delek Logistics (DKL) as of Q2 2021, down from 57 in Q1 2021.
  • Funds reported $193M of Delek Logistics stock for Q2 2021, up 19% quarter-over-quarter.
  • 10 funds opened new Delek Logistics positions in Q2 2021 and 13 closed out, a net change of -3 holders.
  • The largest Delek Logistics buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $5.46M added.
  • The largest Delek Logistics seller in Q2 2021 was First Trust Advisors, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2021.