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Delek Logistics

52 hedge funds and large institutions have $212M invested in Delek Logistics in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $4.31M

10% more capital invested

Capital invested by funds: $193M → $212M (+$19M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.2% more ownership

Funds ownership: 10.58%10.78% (+0.2%)

4% less funds holding

Funds holding: 5452 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
14
Reduced
13
Closed
10
Calls
$6.31M
Puts
$4.31M
Net Calls
+$2M
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$87.5M +$262K +6,197 +0.3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$32.2M +$6.69M +158,139 +29%
ClearBridge Investments
3
ClearBridge Investments
New York
$18.4M
Goldman Sachs
4
Goldman Sachs
New York
$15.1M +$47.1K +1,114 +0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$10M -$595K -14,057 -6%
KCM
6
Kornitzer Capital Management
Kansas
$6.33M
TCA
7
Tortoise Capital Advisors
Kansas
$6.13M
NIG
8
NFJ Investment Group
Texas
$4.71M -$562K -13,297 -11%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.91M +$3.66M +86,496 New
NIM
10
NXG Investment Management
Texas
$3.4M
Blackstone Inc
11
Blackstone Inc
New York
$2.43M +$149K +3,515 +7%
Deutsche Bank
12
Deutsche Bank
Germany
$2.19M -$71.1K -1,680 -3%
LPL Financial
13
LPL Financial
California
$1.85M +$18.4K +435 +1%
RJA
14
Raymond James & Associates
Florida
$1.8M +$74.1K +1,753 +5%
VEA
15
Virtus ETF Advisers
New York
$1.76M -$97.8K -2,313 -6%
Bank of America
16
Bank of America
North Carolina
$1.44M +$1.18M +27,900 +704%
PH
17
Pinnacle Holdings
Oklahoma
$1.27M
BI
18
Bramshill Investments
Florida
$1.1M +$74.9K +1,771 +8%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.02M +$952K +22,500 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$939K -$3.42M -80,856 -80%
Citigroup
21
Citigroup
New York
$873K +$294K +6,953 +56%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$763K +$714K +16,877 New
Wells Fargo
23
Wells Fargo
California
$597K -$31.3K -740 -5%
UBS Group
24
UBS Group
Switzerland
$527K +$1.01K +24 +0.2%
TFS
25
Thoroughbred Financial Services
Tennessee
$487K +$10.5K +249 +2%

DKL Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q3 2021, worth a combined $212M — up 9.9% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DKL and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 14 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.69M. The largest seller was Arrowstreet Capital, cutting an estimated $3.42M.

  • 52 institutional investors held Delek Logistics (DKL) as of Q3 2021, down from 54 in Q2 2021.
  • Funds reported $212M of Delek Logistics stock for Q3 2021, up 9.9% quarter-over-quarter.
  • 9 funds opened new Delek Logistics positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest Delek Logistics buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $6.69M added.
  • The largest Delek Logistics seller in Q3 2021 was Arrowstreet Capital, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2021.