Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Delek US Hldgs Inc New (DK)

294 + Investors. Track Smart Money conviction in DK. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — DK

Based on 296 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
296 hedge funds hold DK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

172 buying132 selling
Last quarter: 172 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 68 → 46 → 65 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 24% medium 23% new
158 out of 296 hedge funds have held DK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

31 → 68 → 46 → 65 → 63 new funds/Q
New funds entering each quarter: 68 → 46 → 65 → 63. A growing number of institutions are discovering DK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

65% veterans 12% 1-2yr 23% new
Entry-cohort mix of 305 holders: 198 (65%) are 2+ year veterans, 36 entered 1–2 years ago, and 71 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
54 of 296 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DK

In 2026 Q2, 172 hedge funds were net buyers of DK (63 opened a new position, 109 added to an existing one), while 132 reduced or exited (91 trimmed, 41 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in DK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 296.

Hedge Fund Ownership: DK

How many hedge funds hold DK — quarterly history vs. share price
Quarterly hedge fund ownership of DK vs. share price

Market Analysis: DK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 7 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DK
294 + Investors

Track Smart Money conviction in DK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 294 274 7.3%
13F Shares 62M 63M -1.46%
Total Value $3.05B $2.78B 9.87%
New Positions 63 65 -2
Increased Positions 102 75 +27
Closed Positions 43 43 -
Reduced Positions 92 103 -11
Total Calls 4 8 -50.0%
Total Puts 5 8 -37.5%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: DK

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Institutional Holders (2026 Q2)

294 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ION Fund Management Ltd 4.78% 1,481,841 $75.3M
2 Cedrus Wealth Group LLC 3.69% 83,118 $4.2M
3 Thomist Capital Management, LP 3.27% 202,300 $10.3M
4 Kennondale Capital Management LLC 3.12% 92,140 $4.7M
5 Provident Co of the Employees of the Hebrew University LTD 2.82% 72,679 $3.7M
6 Forest Avenue Capital Management LP 2.54% 1,188,057 $60.4M
7 Converium Capital Inc. 2.24% 345,043 $17.5M
8 SIR Capital Management, L.P. 2.12% 363,287 $18.5M
9 Lone Peak Global Investors LLC 1.72% 246,497 $12.5M
10 GeoSphere Capital Management, LLC 1.70% 102,717 $5.2M
11 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.59% 45,061 $2.3M
12 Rangeley Capital, LLC 1.25% 27,000 $1.4M
13 Rubric Capital Management LP 1.25% 2,687,449 $136.5M
14 Dymon Asia Capital (singapore) PTE. LTD. 1.18% 557,100 $28.3M
15 River Road Asset Management, LLC 1.04% 1,837,251 $93.4M
16 Hartree Partners, LP 0.92% 85,002 $4.3M
17 Easterly Investment Partners LLC 0.85% 327,139 $16.6M
18 PDT Partners, LLC 0.82% 308,336 $15.7M
19 Systematic Financial Management LP 0.58% 572,493 $29.1M
20 Olympiad Research LP 0.45% 4,300 $218K
21 Empyrean Capital Partners, LP 0.45% 265,287 $13.5M
22 Range Financial Group LLC 0.44% 31,802 $1.6M
23 Hennessy Advisors Inc 0.33% 200,900 $10.2M
24 Sagefield Capital LP 0.28% 73,262 $3.7M
25 Hillsdale Investment Management Inc. 0.28% 238,130 $12.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Delek US Hldgs Inc New (DK)

What does the Smart Money Trend signal show for DK?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DK?

Slight buying edge — 57% buying: Last quarter: 172 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DK holders?

Elite ownership — 53% AUM from top-100 funds: 54 of 296 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DK?

53% of holders stayed for 2+ years: 158 out of 296 hedge funds have held DK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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