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HEP

Holly Energy Partners, L.P.

Delisted

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

113 hedge funds and large institutions have $991M invested in Holly Energy Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

18% more funds holding

Funds holding: 96113 (+17)

3% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $3.75M

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

5% less capital invested

Capital invested by funds: $1.05B → $991M (-$55.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
30
Reduced
30
Closed
10
Calls
$3.87M
Puts
$3.75M
Net Calls
+$122K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$219K +$224K +6,741 New
LFAS
77
Level Four Advisory Services
Texas
$218K -$70.1K -2,106 -24%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$197K +$64.1K +1,927 +47%
WEC
79
Winslow Evans & Crocker
Massachusetts
$192K
TIS
80
Tortoise Index Solutions
Kansas
$167K +$171K +5,153 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$162K
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$139K -$23.7K -713 -14%
AG
83
Advisor Group
Arizona
$139K +$2.33K +70 +2%
RFC
84
Regions Financial Corp
Alabama
$110K +$113K +3,391 New
1IA
85
1834 Investment Advisors
Wisconsin
$107K +$110K +3,300 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99K +$3.16K +95 +3%
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$79K -$2.33K -70 -3%
HNB
88
Huntington National Bank
Ohio
$65K
KPCM
89
Kings Point Capital Management
New York
$65K
NSIM
90
North Star Investment Management
Illinois
$58K
II
91
Inspire Investing
Idaho
$55K +$55.9K +1,679 New
BC
92
Barnett & Company
Tennessee
$54K -$16.6K -500 -23%
PCM
93
Penserra Capital Management
California
$51K +$37.4K +1,125 +248%
PMFA
94
Plante Moran Financial Advisors
Michigan
$47K
GFP
95
Gryphon Financial Partners
Ohio
$45K +$46.6K +1,400 New
BCM
96
Brasada Capital Management
Texas
$39K +$39.9K +1,200 New
IWM
97
IHT Wealth Management
Illinois
$36K +$9.98K +300 +39%
CG
98
Cutler Group
California
$35K -$171K -5,150 -83%
SEI Investments
99
SEI Investments
Pennsylvania
$32K +$33.3K +1,000 New
US Bancorp
100
US Bancorp
Minnesota
$26K -$49.9K -1,500 -65%

HEP Hedge Fund Activity: Q4 2017 in Review

113 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2017, worth a combined $991M — down 5.3% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HEP positions and 10 closed out — a net gain of 18 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $22.1M. The largest seller was UBS Group, cutting an estimated $8.9M.

  • 113 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2017, up from 96 in Q3 2017.
  • Funds reported $991M of Holly Energy Partners, L.P. stock for Q4 2017, down 5.3% quarter-over-quarter.
  • 28 funds opened new Holly Energy Partners, L.P. positions in Q4 2017 and 10 closed out, a net change of +18 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2017 was Blackstone Inc, an estimated $22.1M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2017 was UBS Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q4 2017.