Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
83 hedge funds and large institutions have $571M invested in Holly Energy Partners, L.P. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 16 closing their positions.
144% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $890K
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $588M → $571M (-$17M)
12% less funds holding
Funds holding: 94 → 83 (-11)
69% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.45M |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$7.21M |
| 3 |
ClearBridge Investments
New York
|
+$2.52M |
| 4 |
JP Morgan Chase
New York
|
+$2.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.68M |
| 3 |
ICA
Infrastructure Capital Advisors
New York
|
-$2.55M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.13M |
| 5 |
N
Natixis
Paris,
France
|
-$1.98M |
HEP Hedge Fund Activity: Q1 2023 in Review
83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2023, worth a combined $571M — down 2.9% from $588M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HEP and 5 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 32 added.
The largest buyer was Morgan Stanley, adding an estimated $8.45M. The largest seller was Deutsche Bank, exiting entirely with an estimated $2.76M sold.
- 83 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2023, down from 94 in Q4 2022.
- Funds reported $571M of Holly Energy Partners, L.P. stock for Q1 2023, down 2.9% quarter-over-quarter.
- 5 funds opened new Holly Energy Partners, L.P. positions in Q1 2023 and 16 closed out, a net change of -11 holders.
- The largest Holly Energy Partners, L.P. buyer in Q1 2023 was Morgan Stanley, an estimated $8.45M added.
- The largest Holly Energy Partners, L.P. seller in Q1 2023 was Deutsche Bank, an estimated $2.76M sold.
Based on aggregated 13F filings for Q1 2023.