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HEP

Holly Energy Partners, L.P.

Delisted

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

92 hedge funds and large institutions have $565M invested in Holly Energy Partners, L.P. in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $520M → $565M (+$45.3M)

1% more funds holding

Funds holding: 9192 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.91M

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
10
Calls
$1.21M
Puts
$2.91M
Net Calls
-$1.7M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$18K +$17.7K +1,000 New
HA
77
Herold Advisors
New York
$17.7K +$17.7K +1,000 New
TF
78
Tompkins Financial
New York
$16K +$15.9K +900 New
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
AFG
80
Albion Financial Group
Utah
$11K +$195 +11 +2%
UB
81
UMB Bank
Missouri
$9K
WT
82
Whittier Trust
California
$8K +$7.96K +449 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$7.09K -$256K -14,459 -97%
MFC
84
Mechanics Financial Corp
Ohio
$7K +$7.09K +400 New
NFSG
85
Newbridge Financial Services Group
Florida
$6K
QC
86
Quent Capital
New York
$6K
TCM
87
Tradewinds Capital Management
Washington
$5K
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$4K
GWM
89
Geneos Wealth Management
Colorado
$3K
AF
90
Advisornet Financial
Minnesota
$2K
AWMS
91
Advocacy Wealth Management Services
Georgia
$1K +$957 +54 New
BC
92
Brookfield Corp
Ontario, Canada
-$10.6M -640,080 Closed
SCA
93
Salient Capital Advisors
Texas
-$697K -42,288 Closed
GCP
94
GSA Capital Partners
United Kingdom
-$286K -17,358 Closed
VF
95
Virtu Financial
New York
-$169K -10,259 Closed
TRCT
96
Tower Research Capital (TRC)
New York
-$19K -1,168 Closed
US Bancorp
97
US Bancorp
Minnesota
-$15K -900 Closed
SOW
98
State of Wyoming
Wyoming
-$15K -886 Closed
TC
99
Truvestments Capital
Florida
-$8K -500 Closed
CA
100
CoreCap Advisors
Michigan
-$2K -100 Closed

HEP Hedge Fund Activity: Q1 2022 in Review

92 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2022, worth a combined $565M — up 8.7% from $520M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 10 closed out — a net gain of 3 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $17.3M. The largest seller was Blackstone Inc, cutting an estimated $10.7M.

  • 92 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $565M of Holly Energy Partners, L.P. stock for Q1 2022, up 8.7% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q1 2022 was ALPS Advisors, an estimated $17.3M added.
  • The largest Holly Energy Partners, L.P. seller in Q1 2022 was Blackstone Inc, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2022.