HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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105 hedge funds and large institutions have $870M invested in Holly Energy Partners, L.P. in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
35
Reduced
27
Closed
9
Calls
$17.3M
Puts
$2.02M
Net Calls
+$15.2M
Net Calls Change
+$9.12M

Top Buyers

1
TT
Tiedemann Trust
Delaware
$15.7M
2
Bank of America
Bank of America
North Carolina
$12.5M
3
ClearBridge Investments
ClearBridge Investments
New York
$64.5M
4
UIC
Uniplan Investment Counsel
Wisconsin
$5.05M
5
Deutsche Bank
Deutsche Bank
Germany
$4.14M

Top Sellers

1
KACA
Kayne Anderson Capital Advisors
California
$0
2
IG
ING Group
Netherlands
$3.47M
3
UBS Group
UBS Group
Switzerland
$46.2M
4
RA
RR Advisors
Texas
$10.4M
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Murphy Capital Management
New Jersey
$205K – – –
MMG
77
Monetary Management Group
Missouri
$201K +$201K +5,800 New
YCM
78
Yorkville Capital Management
New York
$200K +$200K +5,786 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$198K +$72K +2,079 +57%
BlackRock
80
BlackRock
New York
$180K +$2.25K +65 +1%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$173K – – –
KPCM
82
Kings Point Capital Management
New York
$159K – – –
AIM
83
Acrospire Investment Management
Illinois
$157K -$144K -4,148 -48%
CCA
84
Catalyst Capital Advisors
New York
$139K +$139K +4,000 New
Creative Planning
85
Creative Planning
Kansas
$135K +$415 +12 +0.3%
BIG
86
Bellwether Investment Group
Tennessee
$95K +$95K +2,739 New
HNB
87
Huntington National Bank
Ohio
$69K +$69K +2,000 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K – – –
HIM
89
Hillsdale Investment Management
Ontario, Canada
$45K – – –
CFA
90
Carroll Financial Associates
North Carolina
$34K – – –
US Bancorp
91
US Bancorp
Minnesota
$31K -$8.57K -250 -22%
GWM
92
Geneos Wealth Management
Colorado
$31K – – –
FANJ
93
Financial Architects (New Jersey)
New Jersey
$27K -$27K – –
MFS
94
MSI Financial Services
Massachusetts
$23K -$51.9K -1,502 -69%
DADC
95
D.A. Davidson & Co
Montana
$22K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$19K – – –
CA
97
Cumberland Advisors
Florida
$15K – – –
TCM
98
Tradewinds Capital Management
Washington
$14K -$14K – –
FPFS
99
First Personal Financial Services
North Carolina
$11K +$11K +312 New
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$10K -$43.3K -1,300 -81%
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4
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