We are live on ! Find out more
DKL icon

Delek Logistics

63 hedge funds and large institutions have $388M invested in Delek Logistics in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

73% more capital invested

Capital invested by funds: $224M → $388M (+$164M)

21% more funds holding

Funds holding: 5263 (+11)

7.47% more ownership

Funds ownership: 11.88%19.36% (+7.5%)

66% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $3.89M

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
23
Reduced
10
Closed
5
Calls
$1.33M
Puts
$3.89M
Net Calls
-$2.56M
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$74M +$43.7M +997,860 +206%
Invesco
2
Invesco
Georgia
$71.2M +$28.7M +656,447 +61%
AA
3
ALPS Advisors
Colorado
$64M +$1.23M +28,073 +2%
Goldman Sachs
4
Goldman Sachs
New York
$35M +$30.7M +701,286 +463%
ClearBridge Investments
5
ClearBridge Investments
New York
$16.6M
WHG
6
Westwood Holdings Group
Texas
$12.7M +$13.5M +308,754 New
KACA
7
Kayne Anderson Capital Advisors
California
$10.3M +$11M +251,390 New
EGA
8
Eagle Global Advisors
Texas
$10.1M +$10.8M +246,520 New
Citigroup
9
Citigroup
New York
$10M +$10.7M +243,848 New
JP Morgan Chase
10
JP Morgan Chase
New York
$9.27M -$2.36M -53,975 -19%
Nomura Holdings
11
Nomura Holdings
Japan
$8.36M +$8.7M +198,900 +3,978%
ICA
12
Infrastructure Capital Advisors
New York
$8.08M -$2.11M -48,213 -20%
Morgan Stanley
13
Morgan Stanley
New York
$5.8M +$1.37M +31,252 +28%
KCM
14
Kornitzer Capital Management
Kansas
$5.74M
First Trust Advisors
15
First Trust Advisors
Illinois
$4.65M +$843K +19,276 +20%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$4.15M +$4.46M +102,005 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$3.81M +$4.07M +93,010 New
UBS Group
18
UBS Group
Switzerland
$3.56M +$1.62M +37,074 +74%
Citadel Advisors
19
Citadel Advisors
Florida
$3.14M +$2.08M +47,443 +163%
NIM
20
NXG Investment Management
Texas
$3.07M +$3.28M +75,000 New
CG
21
Castellan Group
Kentucky
$2.84M +$183K +4,178 +6%
Wells Fargo
22
Wells Fargo
California
$2.22M +$275K +6,290 +13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.15M +$1.47M +33,665 +179%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.72M +$1.84M +42,020 New
Blackstone Inc
25
Blackstone Inc
New York
$1.68M

DKL Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q1 2024, worth a combined $388M — up 73% from $224M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DKL positions and 5 closed out — a net gain of 11 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $43.7M. The largest seller was Ion Asset Management, exiting entirely with an estimated $5.16M sold.

  • 63 institutional investors held Delek Logistics (DKL) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $388M of Delek Logistics stock for Q1 2024, up 73% quarter-over-quarter.
  • 16 funds opened new Delek Logistics positions in Q1 2024 and 5 closed out, a net change of +11 holders.
  • The largest Delek Logistics buyer in Q1 2024 was Mirae Asset Global Investments, an estimated $43.7M added.
  • The largest Delek Logistics seller in Q1 2024 was Ion Asset Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2024.