We are live on ! Find out more
DKL icon

Delek Logistics

60 hedge funds and large institutions have $275M invested in Delek Logistics in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $236M → $275M (+$38.6M)

5% more funds holding

Funds holding: 5760 (+3)

1.19% more ownership

Funds ownership: 11.22%12.41% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

42% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $20.4M

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
17
Closed
6
Calls
$11.8M
Puts
$20.4M
Net Calls
-$8.63M
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$63.9M +$68.3M +1,253,434 New
Invesco
2
Invesco
Georgia
$60.3M -$38.9M -714,255 -38%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$54.9M -$3.98M -73,107 -6%
ClearBridge Investments
4
ClearBridge Investments
New York
$20.7M
Goldman Sachs
5
Goldman Sachs
New York
$13M -$2.3M -42,300 -14%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.3M +$536K +9,840 +5%
KCM
7
Kornitzer Capital Management
Kansas
$7.13M
Bank of America
8
Bank of America
North Carolina
$4.24M +$2.36M +43,376 +109%
UBS Group
9
UBS Group
Switzerland
$3.26M +$2.79M +51,308 +404%
Blackstone Inc
10
Blackstone Inc
New York
$2.68M +$591K +10,845 +26%
First Trust Advisors
11
First Trust Advisors
Illinois
$2.67M -$1.89M -34,742 -40%
NIM
12
NXG Investment Management
Texas
$2.55M -$545K -10,000 -17%
Deutsche Bank
13
Deutsche Bank
Germany
$2.23M -$12K -220 -0.5%
RJA
14
Raymond James & Associates
Florida
$2.08M -$198K -3,645 -8%
Wells Fargo
15
Wells Fargo
California
$2.06M +$789K +14,481 +56%
Morgan Stanley
16
Morgan Stanley
New York
$1.91M +$144K +2,647 +8%
VEA
17
Virtus ETF Advisers
New York
$1.69M -$517K -9,500 -22%
BI
18
Bramshill Investments
Florida
$1.66M +$65.1K +1,196 +4%
LPL Financial
19
LPL Financial
California
$1.51M
PH
20
Pinnacle Holdings
Oklahoma
$1.35M -$7.9K -145 -0.5%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.18M +$1.26M +23,203 New
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.15M
GA
23
GraniteShares Advisors
New York
$918K -$11.8K -216 -1%
Simplex Trading
24
Simplex Trading
Illinois
$767K +$500K +9,190 +156%
Group One Trading
25
Group One Trading
Illinois
$755K +$807K +14,819 New

DKL Hedge Fund Activity: Q3 2022 in Review

60 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q3 2022, worth a combined $275M — up 16% from $236M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DKL positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $68.3M. The largest seller was Invesco, cutting an estimated $38.9M.

  • 60 institutional investors held Delek Logistics (DKL) as of Q3 2022, up from 57 in Q2 2022.
  • Funds reported $275M of Delek Logistics stock for Q3 2022, up 16% quarter-over-quarter.
  • 10 funds opened new Delek Logistics positions in Q3 2022 and 6 closed out, a net change of +4 holders.
  • The largest Delek Logistics buyer in Q3 2022 was ALPS Advisors, an estimated $68.3M added.
  • The largest Delek Logistics seller in Q3 2022 was Invesco, an estimated $38.9M sold.

Based on aggregated 13F filings for Q3 2022.