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Delek Logistics

84 hedge funds and large institutions have $504M invested in Delek Logistics in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $484M → $504M (+$20.1M)

0% more funds holding

Funds holding: 8484 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.53% less ownership

Funds ownership: 22.26%21.72% (-0.53%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

38% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $17.5M

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
25
Closed
15
Calls
$10.9M
Puts
$17.5M
Net Calls
-$6.7M
Net Calls Change
-$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$187M +$43.7M +1,028,497 +31%
Invesco
2
Invesco
Georgia
$65.6M +$4.21K +99 +0%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$53M +$10.8M +254,213 +26%
Goldman Sachs
4
Goldman Sachs
New York
$28.3M -$4.18M -98,261 -13%
Morgan Stanley
5
Morgan Stanley
New York
$17.6M -$28.4M -667,531 -62%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$15.8M -$2.44M -57,426 -14%
ClearBridge Investments
7
ClearBridge Investments
New York
$12.8M
JP Morgan Chase
8
JP Morgan Chase
New York
$12.2M +$4.97M +116,841 +71%
IG
9
ING Group
Netherlands
$11.9M -$1.55M -36,400 -12%
Cohen & Steers
10
Cohen & Steers
New York
$10.8M -$1.25M -29,469 -11%
WHG
11
Westwood Holdings Group
Texas
$9.47M -$2.31M -54,317 -20%
ICA
12
Infrastructure Capital Advisors
New York
$8.63M -$10K -236 -0.1%
Raymond James Financial
13
Raymond James Financial
Florida
$6.78M +$577K +13,580 +9%
UBS Group
14
UBS Group
Switzerland
$6.66M +$2.91M +68,454 +80%
KCM
15
Kornitzer Capital Management
Kansas
$6.06M
First Trust Advisors
16
First Trust Advisors
Illinois
$5.13M -$983K -23,122 -16%
Citadel Advisors
17
Citadel Advisors
Florida
$4.7M -$903K -21,235 -16%
Blackstone Inc
18
Blackstone Inc
New York
$3.94M -$81.8K -1,924 -2%
CG
19
Castellan Group
Kentucky
$3.04M -$504K -11,856 -14%
AAA
20
Adams Asset Advisors
Texas
$2.91M +$302K +7,106 +12%
GA
21
GraniteShares Advisors
New York
$2.7M +$161K +3,780 +6%
Barclays
22
Barclays
United Kingdom
$2.31M -$340 -8 -0%
LPL Financial
23
LPL Financial
California
$1.98M +$54.2K +1,274 +3%
IA
24
IFG Advisory
Georgia
$1.49M
PH
25
Pinnacle Holdings
Oklahoma
$1.45M

DKL Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Delek Logistics (DKL) for Q1 2025, worth a combined $504M — up 4.2% from $484M a quarter earlier.

Fund positioning in DKL was balanced in Q1 2025: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 25 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $43.7M. The largest seller was Morgan Stanley, cutting an estimated $28.4M.

  • 84 institutional investors held Delek Logistics (DKL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $504M of Delek Logistics stock for Q1 2025, up 4.2% quarter-over-quarter.
  • 15 funds opened new Delek Logistics positions in Q1 2025 and 15 closed out, a net change of 0 holders.
  • The largest Delek Logistics buyer in Q1 2025 was ALPS Advisors, an estimated $43.7M added.
  • The largest Delek Logistics seller in Q1 2025 was Morgan Stanley, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2025.