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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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91 hedge funds and large institutions have $520M invested in Holly Energy Partners, L.P. in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 94 → 91 (-3)

13% less capital invested

Capital invested by funds: $595M → $520M (-$75.4M)

14% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.93M

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
25
Closed
15
Calls
$1.67M
Puts
$1.93M
Net Calls
-$261K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$8.96M
2
AA
ALPS Advisors
Colorado
+$3.59M
3
Bank of America
Bank of America
North Carolina
+$2.65M
4
UBS Group
UBS Group
Switzerland
+$2.51M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
EIP
Energy Income Partners
Connecticut
-$7.84M
2
TCA
Tortoise Capital Advisors
Kansas
-$6.48M
3
Blackstone Inc
Blackstone Inc
New York
-$6.13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.1M
5
Goldman Sachs
Goldman Sachs
New York
-$5.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Annandale Capital
Texas
$1.32M +$71K +4,000 +5%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.2M +$222K +12,500 +21%
CCP
28
Clarkston Capital Partners
Michigan
$1.17M -$15.1K -850 -1%
GT
29
Glenmede Trust
Pennsylvania
$1.09M – – –
CCM
30
Chickasaw Capital Management
Tennessee
$973K – – –
TA
31
Tiedemann Advisors
New York
$922K – – –
FI
32
Fractal Investments
Connecticut
$885K +$953K +53,698 New
Citadel Advisors
33
Citadel Advisors
Florida
$810K +$247K +13,900 +39%
CIA
34
Capital Investment Advisors
Georgia
$799K -$40.2K -2,263 -4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$765K -$205K -11,551 -20%
AAM
36
Advisors Asset Management
Colorado
$747K -$7.51K -423 -0.9%
GA
37
GraniteShares Advisors
New York
$706K +$761K +42,871 New
RJA
38
Raymond James & Associates
Florida
$704K -$195K -10,997 -20%
SCA
39
Salient Capital Advisors
Texas
$697K -$91.4K -5,151 -11%
CWP
40
CFM Wealth Partners
Texas
$621K – – –
TIS
41
Tortoise Index Solutions
Kansas
$597K +$35.2K +1,986 +6%
VIA
42
Vident Investment Advisory
Georgia
$597K +$35.2K +1,986 +6%
RIG
43
Roosevelt Investment Group
New York
$589K +$213K +12,000 +51%
SOAMC
44
Spirit of America Management Corp
New York
$584K – – –
MGIA
45
Moneta Group Investment Advisors
Missouri
$550K -$603 -34 -0.1%
LWCA
46
Locust Wood Capital Advisers
New York
$518K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$472K -$16.8K -944 -3%
LPL Financial
48
LPL Financial
California
$377K +$52K +2,932 +15%
HA
49
HYA Advisors
Missouri
$361K – – –
CFB
50
Cullen/Frost Bankers
Texas
$330K – – –
1
2
3 4 5

HEP Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2021, worth a combined $520M — down 13% from $595M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HEP and 12 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $8.96M. The largest seller was Energy Income Partners, cutting an estimated $7.84M.

  • 91 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2021, down from 94 in Q3 2021.
  • Funds reported $520M of Holly Energy Partners, L.P. stock for Q4 2021, down 13% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q4 2021 and 15 closed out, a net change of -3 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $8.96M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2021 was Energy Income Partners, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2021.