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HEP

Holly Energy Partners, L.P.

Delisted

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

94 hedge funds and large institutions have $588M invested in Holly Energy Partners, L.P. in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $1.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $523M → $588M (+$64.7M)

1% more funds holding

Funds holding: 9394 (+1)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
10
Calls
$4.64M
Puts
$1.11M
Net Calls
+$3.53M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$390K +$47.3K +2,587 +14%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$373K
CFB
53
Cullen/Frost Bankers
Texas
$362K
HPCM
54
Hunter Perkins Capital Management
Illinois
$362K
UCFA
55
United Capital Financial Advisors
Texas
$315K -$35K -1,917 -10%
Group One Trading
56
Group One Trading
Illinois
$277K -$1.83K -100 -0.7%
AWM
57
Apollon Wealth Management
South Carolina
$233K +$512 +28 +0.2%
WJWM
58
Williams Jones Wealth Management
New York
$229K
Pacer Advisors
59
Pacer Advisors
Pennsylvania
$210K +$29.4K +1,606 +16%
PFA
60
Pettinga Financial Advisors
Indiana
$206K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$203K
Neuberger Berman Group
62
Neuberger Berman Group
New York
$199K -$18.3K -1,000 -8%
MSRPS
63
Maryland State Retirement & Pension System
Maryland
$196K +$197K +10,800 New
AIA
64
Arrow Investment Advisors
Maryland
$194K -$29K -1,585 -13%
DAC
65
Dividend Assets Capital
South Carolina
$190K
AWM
66
AE Wealth Management
Kansas
$188K
CCA
67
Cobblestone Capital Advisors
New York
$181K
LF
68
Lee Financial
Texas
$181K
WHG
69
Westwood Holdings Group
Texas
$173K +$175K +9,572 New
NA
70
NewEdge Advisors
Louisiana
$158K +$159K +8,698 New
VanEck Associates
71
VanEck Associates
New York
$90K -$3.05K -167 -3%
Osaic Holdings
72
Osaic Holdings
Arizona
$87K +$10.6K +579 +14%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$72.5K
TRCT
74
Tower Research Capital (TRC)
New York
$67K +$67.6K +3,700 New
BAM
75
Belpointe Asset Management
Nevada
$45.3K +$45.7K +2,500 New

HEP Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2022, worth a combined $588M — up 12% from $523M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEP positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $10.6M. The largest seller was UBS Group, cutting an estimated $5.38M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $588M of Holly Energy Partners, L.P. stock for Q4 2022, up 12% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q4 2022 and 10 closed out, a net change of +2 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2022 was Eagle Global Advisors, an estimated $10.6M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2022 was UBS Group, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2022.