Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
102 hedge funds and large institutions have $1.92B invested in Holly Energy Partners, L.P. in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 16 closing their positions.
94% more capital invested
Capital invested by funds: $991M → $1.92B (+$928M)
41% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 29
10% less funds holding
Funds holding: 113 → 102 (-11)
56% less call options, than puts
Call options by funds: $1.7M | Put options by funds: $3.84M
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$97.3M |
| 2 |
O
OppenheimerFunds
New York
|
+$16.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.58M |
| 4 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$3.9M |
| 5 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$21.6M |
| 2 |
Goldman Sachs
New York
|
-$9.73M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$4.56M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$4.28M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.06M |
HEP Hedge Fund Activity: Q1 2018 in Review
102 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2018, worth a combined $1.92B — up 94% from $991M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HEP and 6 opened new positions — a net loss of 10 holders — while 29 trimmed existing stakes and 41 added.
The largest buyer was Tortoise Capital Advisors, adding an estimated $97.3M. The largest seller was Blackstone Inc, exiting entirely with an estimated $21.6M sold.
- 102 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2018, down from 113 in Q4 2017.
- Funds reported $1.92B of Holly Energy Partners, L.P. stock for Q1 2018, up 94% quarter-over-quarter.
- 6 funds opened new Holly Energy Partners, L.P. positions in Q1 2018 and 16 closed out, a net change of -10 holders.
- The largest Holly Energy Partners, L.P. buyer in Q1 2018 was Tortoise Capital Advisors, an estimated $97.3M added.
- The largest Holly Energy Partners, L.P. seller in Q1 2018 was Blackstone Inc, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2018.