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HEP

Holly Energy Partners, L.P.
HEP

Delisted

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

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109 hedge funds and large institutions have $972M invested in Holly Energy Partners, L.P. in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

6% more funds holding

Funds holding: 103 → 109 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $1.06B → $972M (-$88.3M)

28% less call options, than puts

Call options by funds: $4.1M | Put options by funds: $5.72M

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
23
Reduced
34
Closed
12
Calls
$4.1M
Puts
$5.72M
Net Calls
-$1.61M
Net Calls Change
-$1.38M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$15M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.66M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.86M
4
PA
PFG Advisors
Arizona
+$2.35M
5
Bank of America
Bank of America
North Carolina
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
SOAMC
Spirit of America Management Corp
New York
-$8.22M
2
O
OppenheimerFunds
New York
-$6.45M
3
Goldman Sachs
Goldman Sachs
New York
-$4.83M
4
UBS Group
UBS Group
Switzerland
-$3.85M
5
SG Americas Securities
SG Americas Securities
New York
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$134K +$3.72K +126 +3%
AIC
77
Archer Investment Corporation
Indiana
$103K +$106K +3,600 New
RFC
78
Regions Financial Corp
Alabama
$97K – – –
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$77K -$4.29K -145 -5%
HNB
80
Huntington National Bank
Ohio
$57K – – –
KPCM
81
Kings Point Capital Management
New York
$57K – – –
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$53K – – –
CFGS
83
Concourse Financial Group Securities
Alabama
$52K +$1.21K +41 +2%
NSIM
84
North Star Investment Management
Illinois
$51K – – –
SF
85
Synovus Financial
Georgia
$45K – – –
PCM
86
Princeton Capital Management
New Jersey
$43K – – –
AP
87
Arlington Partners
Alabama
$43K +$44.3K +1,500 New
NFG
88
Next Financial Group
Texas
$43K +$44.3K +1,500 New
WAM
89
Wealthspire Advisors (Maryland)
Maryland
$39K -$887 -30 -2%
LC
90
Lindbrook Capital
California
$39K +$40.5K +1,369 New
BCI
91
Brinker Capital Investments
Pennsylvania
$36K – – –
AG
92
Advisor Group
Arizona
$34K -$8.39K -284 -20%
BCM
93
Brasada Capital Management
Texas
$34K – – –
BC
94
Barnett & Company
Tennessee
$30K -$9.46K -320 -23%
SIM
95
Sonora Investment Management
Arizona
$21K – – –
TCM
96
Tradewinds Capital Management
Washington
$20K – – –
AWMS
97
Advocacy Wealth Management Services
Georgia
$17K – – –
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$17.7K +600 New
GWM
99
Geneos Wealth Management
Colorado
$12K – – –
CIAS
100
Capital Investment Advisory Services
North Carolina
$12K +$12.1K +408 New
1 2 3
4
5

HEP Hedge Fund Activity: Q4 2018 in Review

109 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2018, worth a combined $972M — down 8.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HEP positions and 12 closed out — a net gain of 7 holders — while 23 added to existing stakes and 34 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $15M. The largest seller was Spirit of America Management Corp, cutting an estimated $8.22M.

  • 109 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2018, up from 103 in Q3 2018.
  • Funds reported $972M of Holly Energy Partners, L.P. stock for Q4 2018, down 8.3% quarter-over-quarter.
  • 19 funds opened new Holly Energy Partners, L.P. positions in Q4 2018 and 12 closed out, a net change of +7 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2018 was ALPS Advisors, an estimated $15M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2018 was Spirit of America Management Corp, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2018.