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HEP

Holly Energy Partners, L.P.

Delisted

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

106 hedge funds and large institutions have $805M invested in Holly Energy Partners, L.P. in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $3.91M

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 105106 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $848M → $805M (-$42.9M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
37
Reduced
31
Closed
12
Calls
$5.26M
Puts
$3.91M
Net Calls
+$1.35M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
76
Monetary Management Group
Missouri
$186K
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$160K
Creative Planning
78
Creative Planning
Kansas
$149K -$4.41K -136 -3%
KPCM
79
Kings Point Capital Management
New York
$147K
Simplex Trading
80
Simplex Trading
Illinois
$138K +$139K +4,288 +15,881%
PG
81
PEAK6 Group
Illinois
$137K +$138K +4,258 New
AIM
82
Acrospire Investment Management
Illinois
$127K +$69.5K +2,140 +117%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$121K -$15.8K -486 -11%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$100K -$79.4K -2,447 -44%
BIG
85
Bellwether Investment Group
Tennessee
$90K +$91.2K +2,809 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79K +$14.8K +457 +23%
HNB
87
Huntington National Bank
Ohio
$64K
NSIM
88
North Star Investment Management
Illinois
$57K +$57.8K +1,780 New
CF
89
CenterStar Fund
Illinois
$47K
PMFA
90
Plante Moran Financial Advisors
Michigan
$46K +$46.7K +1,440 New
MFS
91
MSI Financial Services
Massachusetts
$36K +$13.2K +407 +57%
ST
92
Spot Trading
Illinois
$34K +$33.9K +1,045 New
NFG
93
Next Financial Group
Texas
$30K
GWM
94
Geneos Wealth Management
Colorado
$29K
US Bancorp
95
US Bancorp
Minnesota
$29K
WAM
96
Wealthspire Advisors (Maryland)
Maryland
$29K
FANJ
97
Financial Architects (New Jersey)
New Jersey
$26K
DADC
98
D.A. Davidson & Co
Montana
$21K
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$19K +$19.1K +589 New
PCM
100
Penserra Capital Management
California
$15K +$1.69K +52 +12%

HEP Hedge Fund Activity: Q4 2016 in Review

106 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2016, worth a combined $805M — down 5.1% from $848M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $16.4M.

  • 106 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $805M of Holly Energy Partners, L.P. stock for Q4 2016, down 5.1% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q4 2016 and 12 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2016 was Tiedemann Advisors, an estimated $14.2M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2016 was Goldman Sachs, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2016.