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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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94 hedge funds and large institutions have $588M invested in Holly Energy Partners, L.P. in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $1.11M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $523M → $588M (+$64.7M)

1% more funds holding

Funds holding: 93 → 94 (+1)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
10
Calls
$4.64M
Puts
$1.11M
Net Calls
+$3.53M
Net Calls Change
+$2.31M

Top Buyers

Rank Fund Capital Flow
1
EGA
Eagle Global Advisors
Texas
+$10.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.61M
3
AA
ALPS Advisors
Colorado
+$5.45M
4
N
Natixis
France
+$1.96M
5
IG
ING Group
Netherlands
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.38M
2
Blackstone Inc
Blackstone Inc
New York
-$4.72M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$3.98M
4
ICA
Infrastructure Capital Advisors
New York
-$3.39M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Tiedemann Advisors
New York
$1.38M – – –
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.32M – – –
GT
28
Glenmede Trust
Pennsylvania
$1.31M – – –
CCP
29
Clarkston Capital Partners
Michigan
$1.27M -$21.9K -1,200 -2%
CCM
30
Chickasaw Capital Management
Tennessee
$1.07M – – –
FI
31
Fractal Investments
Connecticut
$973K – – –
Bank of America
32
Bank of America
North Carolina
$897K -$2.27M -124,111 -71%
Jane Street
33
Jane Street
New York
$873K +$73.1K +4,001 +9%
CIA
34
Capital Investment Advisors
Georgia
$796K -$68.9K -3,770 -8%
RJA
35
Raymond James & Associates
Florida
$784K -$9.58K -524 -1%
NFG
36
Nations Financial Group
Iowa
$779K – – –
AAM
37
Advisors Asset Management
Colorado
$758K -$36.3K -1,985 -5%
Corient Private Wealth
38
Corient Private Wealth
Florida
$703K +$709K +38,773 New
SOAMC
39
Spirit of America Management Corp
New York
$678K – – –
CWP
40
CFM Wealth Partners
Texas
$644K +$649K +35,521 New
GA
41
GraniteShares Advisors
New York
$618K -$252K -13,774 -29%
HF
42
HRT Financial
New York
$615K +$257K +14,045 +70%
MGIA
43
Moneta Group Investment Advisors
Missouri
$605K -$24.3K -1,327 -4%
LWCA
44
Locust Wood Capital Advisers
New York
$570K – – –
TCA
45
Tortoise Capital Advisors
Kansas
$562K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$557K +$6.64K +363 +1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$512K +$22.8K +1,249 +5%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$505K +$477K +26,092 +1,452%
LPL Financial
49
LPL Financial
California
$492K +$87K +4,760 +21%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$468K +$239K +13,060 +102%
1
2
3 4 5

HEP Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2022, worth a combined $588M — up 12% from $523M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEP positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $10.6M. The largest seller was UBS Group, cutting an estimated $5.38M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $588M of Holly Energy Partners, L.P. stock for Q4 2022, up 12% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q4 2022 and 10 closed out, a net change of +2 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2022 was Eagle Global Advisors, an estimated $10.6M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2022 was UBS Group, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2022.