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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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80 hedge funds and large institutions have $619M invested in Holly Energy Partners, L.P. in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $638K

8% more capital invested

Capital invested by funds: $571M → $619M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

4% less funds holding

Funds holding: 83 → 80 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
23
Closed
9
Calls
$2.15M
Puts
$638K
Net Calls
+$1.52M
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.1M
2
EGA
Eagle Global Advisors
Texas
+$6.26M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.11M
4
Citigroup
Citigroup
New York
+$3.24M
5
AA
ALPS Advisors
Colorado
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$18.5M
2
EIP
Energy Income Partners
Connecticut
-$2.35M
3
RJA
Raymond James & Associates
Florida
-$771K
4
JP Morgan Chase
JP Morgan Chase
New York
-$705K
5
Morgan Stanley
Morgan Stanley
New York
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$1.47M +$363K +20,973 +36%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.35M – – –
CCP
28
Clarkston Capital Partners
Michigan
$1.29M – – –
GT
29
Glenmede Trust
Pennsylvania
$1.15M – – –
CCM
30
Chickasaw Capital Management
Tennessee
$1.09M – – –
Jane Street
31
Jane Street
New York
$1.05M +$414K +23,906 +73%
FI
32
Fractal Investments
Connecticut
$894K -$93K -5,369 -10%
MSRPS
33
Maryland State Retirement & Pension System
Maryland
$889K +$25.1K +1,449 +3%
CIA
34
Capital Investment Advisors
Georgia
$797K -$8K -462 -1%
NFG
35
Nations Financial Group
Iowa
$796K – – –
TIS
36
Tortoise Index Solutions
Kansas
$793K -$83.5K -4,819 -10%
ETC
37
Exchange Traded Concepts
Oklahoma
$793K +$742K +42,847 New
Corient Private Wealth
38
Corient Private Wealth
Florida
$717K – – –
SOAMC
39
Spirit of America Management Corp
New York
$692K – – –
CWP
40
CFM Wealth Partners
Texas
$657K +$615K +35,521 New
MGIA
41
Moneta Group Investment Advisors
Missouri
$617K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$587K -$6.3K -364 -1%
TCA
43
Tortoise Capital Advisors
Kansas
$573K – – –
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$540K +$506K +29,206 New
LPL Financial
45
LPL Financial
California
$504K -$16.1K -928 -3%
GC
46
Guggenheim Capital
Illinois
$484K +$37K +2,138 +9%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$404K +$21.6K +1,250 +6%
GSC
48
Grey Street Capital
Illinois
$391K +$8.38K +484 +2%
LWCA
49
Locust Wood Capital Advisers
New York
$362K -$206K -11,870 -38%
UCFA
50
United Capital Financial Advisors
Texas
$322K -$1.84K -106 -0.6%
1
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HEP Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2023, worth a combined $619M — up 8.4% from $571M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HEP and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 23 added.

The largest buyer was Goldman Sachs, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 80 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2023, down from 83 in Q1 2023.
  • Funds reported $619M of Holly Energy Partners, L.P. stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 6 funds opened new Holly Energy Partners, L.P. positions in Q2 2023 and 9 closed out, a net change of -3 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q2 2023 was Goldman Sachs, an estimated $16.1M added.
  • The largest Holly Energy Partners, L.P. seller in Q2 2023 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2023.