HEP

Holly Energy Partners, L.P.

Delisted

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

94 hedge funds and large institutions have $595M invested in Holly Energy Partners, L.P. in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
25
Closed
11
Calls
$2.75M
Puts
$3.19M
Net Calls
-$438K
Net Calls Change
-$563K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$33K
HPC
77
HM Payson & Co
Maine
$25K
TC
78
Truvestments Capital
Florida
$23K -$747 -41 -3%
ODG
79
O'Dell Group
Ohio
$23K +$23K +1,240 New
HA
80
Herold Advisors
New York
$18K +$18K +1,000 New
US Bancorp
81
US Bancorp
Minnesota
$16K -$1.78K -100 -10%
NFSG
82
Newbridge Financial Services Group
Florida
$14K -$28.8K -1,617 -67%
CFA
83
Carroll Financial Associates
North Carolina
$13K
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
AFG
85
Albion Financial Group
Utah
$11K +$195 +11 +2%
PH
86
Pinnacle Holdings
Oklahoma
$9.79K +$9.79K +534 New
CCC
87
Crescent Capital Consulting
Louisiana
$9K
NFG
88
Next Financial Group
Texas
$6K
TCM
89
Tradewinds Capital Management
Washington
$5K
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$4K
GWM
91
Geneos Wealth Management
Colorado
$3K
AF
92
Advisornet Financial
Minnesota
$2K -$207K -10,164 -99%
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
-$3.52M -155,491 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
-$1.74M -76,989 Closed
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
-$1.45M -64,100 Closed
Cohen & Steers
96
Cohen & Steers
New York
-$737K -32,558 Closed
BWM
97
Biltmore Wealth Management
Arizona
-$564K -24,936 Closed
CST
98
Charles Schwab Trust
Nevada
-$362K -16,000 Closed
NIM
99
NXG Investment Management
Texas
-$345K -15,244 Closed
HT
100
HAP Trading
New York
-$268K -11,854 Closed