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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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92 hedge funds and large institutions have $565M invested in Holly Energy Partners, L.P. in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $520M → $565M (+$45.3M)

1% more funds holding

Funds holding: 91 → 92 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

59% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.91M

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
10
Calls
$1.21M
Puts
$2.91M
Net Calls
-$1.7M
Net Calls Change
-$1.44M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$17.3M
2
Morgan Stanley
Morgan Stanley
New York
+$5.09M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.96M
4
N
Natixis
France
+$2.03M
5
Goldman Sachs
Goldman Sachs
New York
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$10.7M
2
BC
Brookfield Corp
Ontario, Canada
-$10.6M
3
Barclays
Barclays
United Kingdom
-$2.96M
4
TCA
Tortoise Capital Advisors
Kansas
-$1.55M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.29M – – –
GT
27
Glenmede Trust
Pennsylvania
$1.28M +$106K +6,000 +9%
CCP
28
Clarkston Capital Partners
Michigan
$1.26M – – –
CCM
29
Chickasaw Capital Management
Tennessee
$1.04M – – –
TA
30
Tiedemann Advisors
New York
$989K – – –
FI
31
Fractal Investments
Connecticut
$950K – – –
CIA
32
Capital Investment Advisors
Georgia
$883K +$26.6K +1,499 +3%
TCA
33
Tortoise Capital Advisors
Kansas
$856K -$1.55M -87,586 -64%
GA
34
GraniteShares Advisors
New York
$832K +$73.9K +4,169 +10%
AAM
35
Advisors Asset Management
Colorado
$797K -$3.92K -221 -0.5%
NFG
36
Nations Financial Group
Iowa
$761K +$762K +43,000 New
RJA
37
Raymond James & Associates
Florida
$751K -$3.76K -212 -0.5%
TIS
38
Tortoise Index Solutions
Kansas
$688K +$48.5K +2,737 +8%
VIA
39
Vident Investment Advisory
Georgia
$688K +$48.5K +2,737 +8%
Citadel Advisors
40
Citadel Advisors
Florida
$676K -$194K -10,925 -22%
SOAMC
41
Spirit of America Management Corp
New York
$662K +$35.4K +2,000 +6%
RIG
42
Roosevelt Investment Group
New York
$632K – – –
CWP
43
CFM Wealth Partners
Texas
$629K – – –
MGIA
44
Moneta Group Investment Advisors
Missouri
$590K -$35 -2 -0%
LWCA
45
Locust Wood Capital Advisers
New York
$556K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$529K +$22.8K +1,288 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$465K -$356K -20,103 -43%
HA
48
HYA Advisors
Missouri
$395K +$7.23K +408 +2%
LPL Financial
49
LPL Financial
California
$379K -$25.2K -1,420 -6%
CFB
50
Cullen/Frost Bankers
Texas
$354K – – –
1
2
3 4 5

HEP Hedge Fund Activity: Q1 2022 in Review

92 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2022, worth a combined $565M — up 8.7% from $520M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 10 closed out — a net gain of 3 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $17.3M. The largest seller was Blackstone Inc, cutting an estimated $10.7M.

  • 92 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $565M of Holly Energy Partners, L.P. stock for Q1 2022, up 8.7% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q1 2022 was ALPS Advisors, an estimated $17.3M added.
  • The largest Holly Energy Partners, L.P. seller in Q1 2022 was Blackstone Inc, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2022.