The concentrated buying by four active asset managers suggests a shared catalyst or valuation thesis. Monitor upcoming earnings and any strategic updates (refining margins, renewable diesel progress) for confirmation. The lack of insider buying tempers conviction.
How the stock moved after the report
BULLISH VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $65.46entry
- T+1 · 13h ago −4.54%α −0.13% · $62.49
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Four institutional asset managers significantly increased their Delek US Holdings positions in Q3 2026, with aggregate buying of $72.4M, led by Principal Financial Group (new $30.5M position) and Dimensional Fund Advisors (added $39.1M). Only one seller trimmed a small position. The cluster is dominated by active asset managers, suggesting a shared positive thesis on the refining sector or Delek's specific outlook, though 13F data is stale and insider activity is absent.
Key Financial Metrics
Institutional Positions
Net institutional flow: $72.4M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | DOUBLED | +9044.8% | $30.5M | $30.3M |
| Creative Planning | ADD | +31.8% | $6.3M | $2.9M |
| Dimensional Fund Advisors | ADD | +57% | $71.5M | $39.1M |
| Nisa Investment Advisors | ADD | +61.6% | $387.0K | $217.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Mackenzie Financial | TRIM | -30.6% | $21.2M | -$531.0K |
Key Facts
- 4 buyers accumulated $72.4M in net new value during Q3 2026
- Principal Financial Group doubled its position to $30.5M (new position, +9044.8% shares)
- Dimensional Fund Advisors added $39.1M, increasing stake 57% to $71.5M
- Only 1 seller (Mackenzie Financial) trimmed $531K, a negligible reduction
- No open-market insider buying was detected during the quarter (confluence score 15/100, divergent)
- 13F data is as of September 30, 2026, with a 45-day reporting lag
Financial Impact
4 institutions added $72.4M in net new value; total buyer holdings reached $108.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- No insider buying to corroborate the institutional thesis
- Refining sector is cyclical and subject to volatile crack spreads
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DK-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 1d ago | Institutional Cluster | $65.46 $62.49 | ▼ −4.54% | ▼ −0.13% | No price |
Oct 30, 2026 6d ago | SC 13G/A | $73.57 $70.19 | ▼ −4.59% | ▼ −4.12% | No price |
Oct 29, 2026 7d ago | 8-K | $73.57 $70.19 | ▼ −4.59% | ▼ −4.12% | No price |
Oct 5, 2026 4w ago | SC 13G/A | $75.40 $75.67 | ▲ +0.36% | ▼ −0.19% | No price |
Sep 15, 2026 7w ago | Insider Cluster | $79.16 $81.55 | ▲ +3.02% | ▲ +1.89% | No price |
Sep 9, 2026 8w ago | Insider Cluster | $74.89 $76.10 | ▲ +1.62% | ▲ +0.76% | No price |
Sep 4, 2026 8w ago | 144 | $71.86 $75.67 | ▲ +5.30% | ▲ +5.85% | No price |
Sep 1, 2026 9w ago | 144 | $73.34 $71.45 | ▼ −2.58% | ▼ −3.02% | No price |
Aug 28, 2026 9w ago | 144 | $72.25 $74.34 | ▲ +2.89% | ▲ +3.19% | No price |
Aug 26, 2026 10w ago | Insider Cluster | $70.26 $72.25 | ▲ +2.83% | ▲ +3.06% | No price |
US Market Status
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