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HEP

Holly Energy Partners, L.P.

Delisted

HEP was delisted on the 30th of November, 2023.

93 hedge funds and large institutions have $508M invested in Holly Energy Partners, L.P. in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.87M

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9293 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $565M → $508M (-$56.9M)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
21
Closed
8
Calls
$2.68M
Puts
$1.87M
Net Calls
+$811K
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
51
Hunter Perkins Capital Management
Illinois
$321K
GC
52
Guggenheim Capital
Illinois
$281K +$72.4K +4,056 +30%
UCFA
53
United Capital Financial Advisors
Texas
$279K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$259K -$180K -10,106 -38%
Simplex Trading
55
Simplex Trading
Illinois
$243K +$8.45K +473 +3%
AIA
56
Arrow Investment Advisors
Maryland
$220K +$245K +13,714 New
WJWM
57
Williams Jones Wealth Management
New York
$203K
PFA
58
Pettinga Financial Advisors
Indiana
$182K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$179K
Stifel Financial
60
Stifel Financial
Missouri
$171K +$190K +10,650 New
DAC
61
Dividend Assets Capital
South Carolina
$168K -$28.6K -1,600 -13%
CCA
62
Cobblestone Capital Advisors
New York
$160K
LF
63
Lee Financial
Texas
$160K
Pacer Advisors
64
Pacer Advisors
Pennsylvania
$136K +$50.9K +2,850 +50%
Group One Trading
65
Group One Trading
Illinois
$122K +$136K +7,604 New
PI
66
PEAK6 Investments
Illinois
$116K -$3.79K -212 -3%
VanEck Associates
67
VanEck Associates
New York
$88K +$17.2K +964 +21%
CS
68
Credit Suisse
Switzerland
$77K +$85.4K +4,785 New
Walleye Trading
69
Walleye Trading
New York
$74K +$21K +1,177 +34%
Osaic Holdings
70
Osaic Holdings
Arizona
$68K -$1.84K -103 -2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$64K
SWM
72
Selective Wealth Management
Virginia
$60K +$27.8K +1,555 +71%
NSIM
73
North Star Investment Management
Illinois
$29K
VI
74
Vestcor Inc
New Brunswick, Canada
$28K
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$24K +$2.73K +153 +11%

HEP Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2022, worth a combined $508M — down 10% from $565M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEP positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.26M. The largest seller was Blackstone Inc, cutting an estimated $5.11M.

  • 93 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2022, up from 92 in Q1 2022.
  • Funds reported $508M of Holly Energy Partners, L.P. stock for Q2 2022, down 10% quarter-over-quarter.
  • 9 funds opened new Holly Energy Partners, L.P. positions in Q2 2022 and 8 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q2 2022 was Mirae Asset Global Investments, an estimated $9.26M added.
  • The largest Holly Energy Partners, L.P. seller in Q2 2022 was Blackstone Inc, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2022.