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HEP

Holly Energy Partners, L.P.

Delisted

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

93 hedge funds and large institutions have $508M invested in Holly Energy Partners, L.P. in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.87M

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9293 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $565M → $508M (-$56.9M)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
21
Closed
8
Calls
$2.68M
Puts
$1.87M
Net Calls
+$811K
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
76
HM Payson & Co
Maine
$22K
TF
77
Tompkins Financial
New York
$14K
AFG
78
Albion Financial Group
Utah
$11K +$232 +13 +2%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$8.3K +$2.09K +117 +29%
UB
81
UMB Bank
Missouri
$8K
TC
82
Truvestments Capital
Florida
$8K +$9.05K +507 New
WT
83
Whittier Trust
California
$7K
MFC
84
Mechanics Financial Corp
Ohio
$6K
TIM
85
Tevis Investment Management
Texas
$5K +$8.32K +466 New
NFSG
86
Newbridge Financial Services Group
Florida
$3K -$3.57K -200 -55%
GWM
87
Geneos Wealth Management
Colorado
$3K
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$3K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$2.87K
AF
90
Advisornet Financial
Minnesota
$2K
HI
91
Harbour Investments
Wisconsin
$2K +$1.79K +100 New
AF
92
Allworth Financial
California
$2K +$2.25K +126 New
GIM
93
Groesbeck Investment Management
New Jersey
-$318K -18,000 Closed
Wolverine Trading
94
Wolverine Trading
Illinois
-$291K -16,302 Closed
ICM
95
Islay Capital Management
Texas
-$199K -11,250 Closed
HA
96
Herold Advisors
New York
-$17.7K -1,000 Closed
PFS
97
Prospera Financial Services
Texas
-$18K -1,000 Closed
QC
98
Quent Capital
New York
-$6K -350 Closed
TCM
99
Tradewinds Capital Management
Washington
-$5K -300 Closed
AWMS
100
Advocacy Wealth Management Services
Georgia
-$1K -54 Closed

HEP Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2022, worth a combined $508M — down 10% from $565M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEP positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.26M. The largest seller was Blackstone Inc, cutting an estimated $5.11M.

  • 93 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2022, up from 92 in Q1 2022.
  • Funds reported $508M of Holly Energy Partners, L.P. stock for Q2 2022, down 10% quarter-over-quarter.
  • 9 funds opened new Holly Energy Partners, L.P. positions in Q2 2022 and 8 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q2 2022 was Mirae Asset Global Investments, an estimated $9.26M added.
  • The largest Holly Energy Partners, L.P. seller in Q2 2022 was Blackstone Inc, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2022.