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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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93 hedge funds and large institutions have $523M invested in Holly Energy Partners, L.P. in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $825K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

3% more capital invested

Capital invested by funds: $508M → $523M (+$15.3M)

0% more funds holding

Funds holding: 93 → 93 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
25
Closed
8
Calls
$2.04M
Puts
$825K
Net Calls
+$1.22M
Net Calls Change
+$404K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9M
2
UBS Group
UBS Group
Switzerland
+$4.34M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$2.05M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$7.06M
2
Barclays
Barclays
United Kingdom
-$4.94M
3
AA
ALPS Advisors
Colorado
-$2.88M
4
Citigroup
Citigroup
New York
-$2.14M
5
AC
Annandale Capital
Texas
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$326K +$345K +19,925 New
UCFA
52
United Capital Financial Advisors
Texas
$317K +$33.2K +1,917 +11%
GC
53
Guggenheim Capital
Illinois
$311K +$24.6K +1,421 +8%
Group One Trading
54
Group One Trading
Illinois
$252K +$135K +7,780 +102%
GCP
55
GSA Capital Partners
United Kingdom
$221K +$233K +13,455 New
AWM
56
Apollon Wealth Management
South Carolina
$210K +$222K +12,825 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$209K -$59.2K -3,419 -21%
WJWM
58
Williams Jones Wealth Management
New York
$208K – – –
AIA
59
Arrow Investment Advisors
Maryland
$202K -$24.5K -1,415 -10%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$197K +$208K +12,000 New
PFA
61
Pettinga Financial Advisors
Indiana
$186K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$184K – – –
Stifel Financial
63
Stifel Financial
Missouri
$175K – – –
DAC
64
Dividend Assets Capital
South Carolina
$172K – – –
AWM
65
AE Wealth Management
Kansas
$170K +$179K +10,371 New
Barclays
66
Barclays
United Kingdom
$169K -$4.94M -285,410 -97%
CCA
67
Cobblestone Capital Advisors
New York
$164K – – –
LF
68
Lee Financial
Texas
$164K – – –
Pacer Advisors
69
Pacer Advisors
Pennsylvania
$164K +$26K +1,500 +18%
VanEck Associates
70
VanEck Associates
New York
$84K -$6.16K -356 -6%
SWM
71
Selective Wealth Management
Virginia
$75K +$13.8K +800 +21%
Osaic Holdings
72
Osaic Holdings
Arizona
$69K +$346 +20 +0.5%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$66K – – –
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$29.5K +$22.1K +1,279 +247%
NSIM
75
North Star Investment Management
Illinois
$29K – – –
1 2
3
4

HEP Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2022, worth a combined $523M — up 3% from $508M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEP positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9M. The largest seller was Blackstone Inc, cutting an estimated $7.06M.

  • 93 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $523M of Holly Energy Partners, L.P. stock for Q3 2022, up 3% quarter-over-quarter.
  • 9 funds opened new Holly Energy Partners, L.P. positions in Q3 2022 and 8 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q3 2022 was Goldman Sachs, an estimated $9M added.
  • The largest Holly Energy Partners, L.P. seller in Q3 2022 was Blackstone Inc, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2022.