HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
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
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

1
Goldman Sachs
Goldman Sachs
New York
$40.3M
2
EGA
Eagle Global Advisors
Texas
$24.7M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$89.5M
4
Citigroup
Citigroup
New York
$3.47M
5
AA
ALPS Advisors
Colorado
$129M

Top Sellers

1
Invesco
Invesco
Georgia
$40.4M
2
EIP
Energy Income Partners
Connecticut
$65M
3
RJA
Raymond James & Associates
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.7M
5
Morgan Stanley
Morgan Stanley
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$1.47M +$388K +20,973 +36%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.35M – – –
CCP
28
Clarkston Capital Partners
Michigan
$1.3M – – –
GT
29
Glenmede Trust
Pennsylvania
$1.15M – – –
CCM
30
Chickasaw Capital Management
Tennessee
$1.09M – – –
Jane Street
31
Jane Street
New York
$1.05M +$442K +23,906 +73%
FI
32
Fractal Investments
Connecticut
$894K -$99.3K -5,369 -10%
MSRPS
33
Maryland State Retirement & Pension System
Maryland
$889K +$26.8K +1,449 +3%
CIA
34
Capital Investment Advisors
Georgia
$797K -$8.55K -462 -1%
NFG
35
Nations Financial Group
Iowa
$796K – – –
TIS
36
Tortoise Index Solutions
Kansas
$793K -$89.2K -4,819 -10%
ETC
37
Exchange Traded Concepts
Oklahoma
$793K +$793K +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 +$657K +35,521 New
MGIA
41
Moneta Group Investment Advisors
Missouri
$617K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$587K -$6.74K -364 -1%
TCA
43
Tortoise Capital Advisors
Kansas
$573K – – –
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$540K +$540K +29,206 New
LPL Financial
45
LPL Financial
California
$504K -$17.2K -928 -3%
GC
46
Guggenheim Capital
Illinois
$484K +$39.6K +2,138 +9%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$404K +$23.1K +1,250 +6%
GSC
48
Grey Street Capital
Illinois
$391K +$8.95K +484 +2%
LWCA
49
Locust Wood Capital Advisers
New York
$362K -$220K -11,870 -38%
UCFA
50
United Capital Financial Advisors
Texas
$322K -$1.96K -106 -0.6%
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