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HEP

Holly Energy Partners, L.P.
HEP

Delisted

HEP was delisted on the 30th of November, 2023.

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103 hedge funds and large institutions have $444M invested in Holly Energy Partners, L.P. in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $404M → $444M (+$39.7M)

10% more funds holding

Funds holding: 94 → 103 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $2.3M

45% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 33

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
18
Reduced
33
Closed
13
Calls
$1.65M
Puts
$2.3M
Net Calls
-$649K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
ICA
Infrastructure Capital Advisors
New York
+$4.71M
2
AA
ALPS Advisors
Colorado
+$3.47M
3
Invesco
Invesco
Georgia
+$2.44M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.24M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.26M
2
EIP
Energy Income Partners
Connecticut
-$5.12M
3
UBS Group
UBS Group
Switzerland
-$4.03M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.57M
5
TA
Tiedemann Advisors
New York
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Natixis
France
$1.24M – – –
AG
27
AlphaSimPlex Group
Massachusetts
$1.21M +$447K +34,460 +68%
Allianz Asset Management
28
Allianz Asset Management
Germany
$1.17M +$1.07M +82,500 New
Deutsche Bank
29
Deutsche Bank
Germany
$1.1M -$82.9K -6,383 -8%
AC
30
Annandale Capital
Texas
$1.08M +$987K +76,000 New
CCM
31
Chickasaw Capital Management
Tennessee
$1M +$914K +70,400 New
CCP
32
Clarkston Capital Partners
Michigan
$994K – – –
JMPWA
33
JP Morgan Private Wealth Advisors
California
$920K – – –
GT
34
Glenmede Trust
Pennsylvania
$803K – – –
SCA
35
Salient Capital Advisors
Texas
$773K -$1.24M -95,280 -64%
CIA
36
Capital Investment Advisors
Georgia
$740K +$24.2K +1,868 +4%
TA
37
Tiedemann Advisors
New York
$719K -$3.37M -259,566 -84%
P
38
Pitcairn
Pennsylvania
$653K – – –
RJA
39
Raymond James & Associates
Florida
$615K +$207K +15,961 +58%
GC
40
Guggenheim Capital
Illinois
$602K -$133K -10,260 -19%
QI
41
QS Investors
New York
$545K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$509K +$177K +13,604 +61%
SOAMC
43
Spirit of America Management Corp
New York
$503K – – –
TIS
44
Tortoise Index Solutions
Kansas
$481K -$3.69K -284 -0.8%
VIA
45
Vident Investment Advisory
Georgia
$481K -$3.69K -284 -0.8%
Marshall Wace
46
Marshall Wace
United Kingdom
$478K +$437K +33,654 New
LWCA
47
Locust Wood Capital Advisers
New York
$470K – – –
MGIA
48
Moneta Group Investment Advisors
Missouri
$469K -$402 -31 -0.1%
UCFA
49
United Capital Financial Advisors
Texas
$446K -$36.3K -2,800 -8%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$418K -$594K -45,742 -61%
1
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HEP Hedge Fund Activity: Q4 2020 in Review

103 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2020, worth a combined $444M — up 9.8% from $404M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HEP positions and 13 closed out — a net gain of 9 holders — while 18 added to existing stakes and 33 trimmed.

The largest buyer was Infrastructure Capital Advisors, opening a new position worth an estimated $4.71M. The largest seller was Wells Fargo, cutting an estimated $8.26M.

  • 103 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2020, up from 94 in Q3 2020.
  • Funds reported $444M of Holly Energy Partners, L.P. stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 22 funds opened new Holly Energy Partners, L.P. positions in Q4 2020 and 13 closed out, a net change of +9 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2020 was Infrastructure Capital Advisors, an estimated $4.71M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2020 was Wells Fargo, an estimated $8.26M sold.

Based on aggregated 13F filings for Q4 2020.