Exploring Delek Logistics Partners, LP (DKL) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Delek Logistics Partners, LP (DKL) and why? As of April 16, 2025, the share price stands at $36.52, a 3.08% decrease from $37.68 on April 17, 2024. Is this dip affecting investor confidence? Institutional investors hold a significant 33.66% of DKL, totaling 18,065,225 shares, a 40.31% increase, or 5.19MM shares, compared to the previous quarter. But who are the major players, and what's driving their interest in this midstream energy master limited partnership that reported a record Adjusted EBITDA of $107.2 million in Q4 2024, up 6% year-over-year? Keep reading to uncover the dynamics of DKL's investor profile and the factors influencing their investment decisions.

Delek Logistics Partners, LP (DKL) Who Invests in Delek Logistics Partners, LP (DKL) and Why?

Understanding the investor profile of Delek Logistics Partners, LP (DKL) involves examining the various types of investors who hold its units and their motivations. These investors range from retail individuals to large institutional entities, each with different investment strategies and objectives.

Here's a breakdown of the key investor types:

• Retail Investors: These are individual investors who buy and sell units of Delek Logistics Partners, LP (DKL) for their personal accounts.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large financial institutions that manage significant sums of money on behalf of others.
• Hedge Funds: These are investment partnerships that use various strategies, including leverage, derivatives, and short-selling, to generate higher returns for their investors.
• Insider Investors: These are company’s officers and directors.

Several factors attract these diverse investor groups to Delek Logistics Partners, LP (DKL):

• Growth Prospects: Investors are drawn to Delek Logistics Partners, LP (DKL)'s potential for growth in the midstream energy sector. This includes expansion of existing assets and strategic acquisitions.
• Dividends: As a master limited partnership (MLP), Delek Logistics Partners, LP (DKL) is known for distributing a significant portion of its cash flow to unitholders in the form of dividends. This makes it attractive to income-seeking investors.
• Market Position: Delek Logistics Partners, LP (DKL)'s established presence and competitive position in key energy markets provide a level of stability and confidence for investors.

The investment strategies employed by Delek Logistics Partners, LP (DKL) investors vary depending on their financial goals and risk tolerance:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, focusing on the steady income stream from dividends and the potential for long-term capital appreciation.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from price fluctuations in Delek Logistics Partners, LP (DKL)'s units.
• Value Investing: Value investors are attracted to Delek Logistics Partners, LP (DKL) if they believe the units are undervalued by the market, based on metrics such as cash flow, earnings, and asset values.

Examining ownership data can provide insights into the composition of Delek Logistics Partners, LP (DKL)'s investor base. While specific, real-time data on exact investor holdings can fluctuate and may not be fully public, reports often highlight key institutional ownership percentages. These figures can indicate the level of confidence that large institutions have in the partnership.

For additional insights into the values that drive Delek Logistics Partners, LP (DKL), you might find this resource helpful: Mission Statement, Vision, & Core Values of Delek Logistics Partners, LP (DKL).

Delek Logistics Partners, LP (DKL) Institutional Ownership and Major Shareholders of Delek Logistics Partners, LP (DKL)

Understanding the institutional ownership and major shareholders of Delek Logistics Partners, LP (DKL) provides valuable insights into the company's stability, investor confidence, and potential strategic direction. Institutional investors, such as mutual funds, hedge funds, and pension funds, often have significant resources and expertise to conduct thorough research on companies. Their investment decisions can significantly impact a company's stock price and overall market perception.

While specific, up-to-the-minute details on changes in ownership can fluctuate rapidly, examining recent trends and major holders offers a helpful overview. For the most accurate and current data, resources providing real-time financial data should be consulted.

Here’s what we can explore regarding Delek Logistics Partners, LP (DKL):

• Top Institutional Investors: Identifying the largest institutional investors and their respective shareholdings.
• Changes in Ownership: Investigating whether institutional investors have been increasing or decreasing their positions recently.
• Impact of Institutional Investors: Analyzing the potential role these large investors play in the company’s stock price and strategic decisions.

Information on major shareholders and institutional ownership can often be found in a company's investor relations section of their website, as well as through financial news outlets and data providers. These sources offer detailed insights into who is investing in Delek Logistics Partners, LP (DKL) and how their investment strategies may be evolving.

As of the latest information available, specific details regarding the top institutional investors and their exact shareholdings in Delek Logistics Partners, LP (DKL) can be obtained from financial data providers. These providers aggregate information from various sources, including SEC filings, to present a comprehensive view of ownership structure.

Changes in institutional ownership are a dynamic indicator of investor sentiment. An increase in institutional holdings may suggest growing confidence in the company's prospects, while a decrease could indicate concerns about future performance. Recent trends in ownership can be gleaned from quarterly filings (13F filings) made by institutional investors, which disclose their holdings to the SEC.

The presence of large institutional investors can have several effects on Delek Logistics Partners, LP (DKL):

• Stock Price Stability: Significant institutional ownership can sometimes reduce stock price volatility, as these investors tend to have longer investment horizons compared to individual traders.
• Corporate Governance: Large institutional shareholders often engage with company management on issues related to corporate governance, strategy, and executive compensation.
• Market Perception: The investment decisions of prominent institutional investors can influence market perception and attract additional investors.

For further insights into Delek Logistics Partners, LP (DKL)'s financial health, you might find this resource useful: Breaking Down Delek Logistics Partners, LP (DKL) Financial Health: Key Insights for Investors

To get a clearer picture of institutional ownership, one can typically refer to the latest available data from financial information providers. These platforms offer updated details on major shareholders, changes in holdings, and ownership percentages, which are essential for investors looking to understand the dynamics of Delek Logistics Partners, LP (DKL)'s investor base.

Delek Logistics Partners, LP (DKL) Key Investors and Their Impact on Delek Logistics Partners, LP (DKL)

Understanding the investor profile of Delek Logistics Partners, LP (DKL) provides valuable insights into the company's stability, growth potential, and market sentiment. Key investors can significantly influence company decisions and stock movements through their actions and strategies.

As of April 2025, 120 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 18,065,225 shares in Delek Logistics Partners, LP (DKL). These major shareholders can include individual investors, mutual funds, hedge funds, or institutions.

Here’s a breakdown of some notable investors and their recent activity:

• Alps Advisors Inc: As of December 31, 2024, Alps Advisors Inc. held 3,287,772 shares. A recent filing on April 9, 2025, indicates they now hold 4,316,269 shares, representing an ownership of 8.04%, a 25.82% change.
• Invesco Ltd.: As of December 31, 2024, Invesco Ltd. held 1,515,162 shares.
• Morgan Stanley: As of December 31, 2024, Morgan Stanley held 1,075,074 shares, marking a significant increase of 499,935 shares, or 86.924%.
• MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: Holding 969,982 shares as of December 31, 2024, reflecting an increase of 288,033 shares, or 42.237%.
• Goldman Sachs Group Inc.: As of December 31, 2024, Goldman Sachs Group Inc. held 752,931 shares, an increase of 360,666 shares, or 91.944%.
• Bank of Montreal: As of December 31, 2024, Bank of Montreal /Can/ held 421,653 shares.

These institutions' movements can be an indicator of their confidence in Delek Logistics Partners, LP (DKL)’s future prospects.

Recent analyst ratings provide further insights into market sentiment:

• Raymond James: Maintained an Outperform rating on January 28, 2025.
• Truist Securities: Maintained a Buy rating on November 18, 2024.
• B of A Securities: Reiterated an Underperform rating on October 17, 2024.

The consensus price target for Delek Logistics Partners, LP (DKL) is $44.40, based on ratings from five analysts, with a high of $50 and a low of $36.

Here's a summary of analyst ratings:

• Strong Buy: 2
• Buy: 1
• Hold: 0
• Sell: 1
• Strong Sell: 0

These ratings reflect a generally positive outlook on Delek Logistics Partners, LP (DKL), with a mix of buy and hold recommendations.

Recent news includes:

• Delek Logistics Partners, LP announced its intention to release its first quarter 2025 results before the U.S. stock market opens on May 7, 2025, followed by a conference call to discuss the results.
• The company’s 2024 Form 10-K is available on its website since February 28, 2025.
• Delek Logistics Partners, LP increased its quarterly cash distribution to $1.105 per common limited partner unit.

Here is a table summarizing the key institutional holders of Delek Logistics Partners, LP (DKL):

For more insights into Delek Logistics Partners, LP (DKL), you might find this resource helpful: Delek Logistics Partners, LP (DKL): History, Ownership, Mission, How It Works & Makes Money.

Delek Logistics Partners, LP (DKL) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Delek Logistics Partners, LP (DKL) is crucial for assessing the company's stability and growth potential. Several factors influence how investors perceive DKL, including major shareholder actions, market reactions to ownership changes, and analyst perspectives.

Here's a breakdown of key aspects:

Investor Sentiment:

• Institutional Ownership: As of April 2025, 120 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 18,065,225 shares.
• Major shareholders include:
  • Alps Advisors Inc
  • AMLP - ALERIAN MLP ETF
  • Invesco Ltd.
  • MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C
  • Morgan Stanley
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
  • Goldman Sachs Group Inc
  • MLPA - Global X MLP ETF
  • Bank Of Montreal /can/
  • GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
• Put/Call Ratio: Analyzing the put/call ratio can provide insights into the sentiment of actively-managed funds, with put options indicating negative sentiment and call options indicating positive sentiment.
• Insider Sentiment: While a previous trend among insiders was to buy, some insiders who bought when the stock was in the high $30s a month ago are selling as it moves into the mid-$40s.
• ALPS ADVISORS INC: Recent 13G/A filings on 2025-04-09 show ALPS ADVISORS INC increased their shares by 31.28%, from 3,287,772 to 4,316,269, representing an ownership of 8.04%.

Recent Market Reactions:

• Stock Price Fluctuations: On April 17, 2024, the share price was $37.68. As of April 16, 2025, the share price is $36.52, representing a 3.08% decline over that period.
• Public Offering Impact: In October 2024, Delek Logistics closed a public offering of 4,423,075 common units at $39.00 per unit. Delek US Holdings' ownership in Delek Logistics Partners decreased from 70.4% to approximately 65.2% after the offering.
• Analyst Ratings: Mixed analyst ratings with some downgrades due to operational concerns, while others maintain a positive outlook.

Analyst Perspectives:

• Growth Potential: Analysts anticipate a growth in Adjusted EBITDA of approximately 20% year-over-year. This is expected due to strong business fundamentals in the Permian Basin and benefits from recent acquisitions.
• Earnings Estimates: There have been solid earnings estimate revisions, with current quarter estimates rising from $0.21 per share to $0.79 per share and current year estimates rising from $2.80 per share to $4.02 per share.
• Dividend Yield: Delek Logistics offers an attractive dividend yield. It has consistently increased its cash distributions since its IPO. Currently, it offers a 10% yield with tax benefits.
• Debt Ratio: It is important to monitor the debt ratio. If financial conditions were to tighten, or the company does not increase revenues and cash from operations as expected, it could face challenges.
• Acquisition Strategy: While acquisitions drive growth, they also increase debt and dilute shareholders by issuing more shares.

Key Considerations:

• Diversification: Delek Logistics is diversifying its customer base and revenue sources, increasing the contribution of the water segment, which is viewed positively.
• EBITDA Growth: Management is guiding on a ~$500M Adjusted EBITDA for 2025, representing a 20% growth year-over-year.
• Capital Allocation: Proceeds from the public offering were intended to redeem outstanding convertible preferred units and repay outstanding borrowings under its revolving credit agreement.
• Risk Factors: Investors should be aware of risks outlined in Delek US's and Delek Logistics' filings with the SEC, including their respective Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q.

Additional Resources:

• More insights into the company's background can be found here: Delek Logistics Partners, LP (DKL): History, Ownership, Mission, How It Works & Makes Money

This information provides a comprehensive overview of the investor profile and market sentiment surrounding Delek Logistics Partners, LP (DKL), helping investors make informed decisions.