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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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93 hedge funds and large institutions have $523M invested in Holly Energy Partners, L.P. in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $825K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

3% more capital invested

Capital invested by funds: $508M → $523M (+$15.3M)

0% more funds holding

Funds holding: 93 → 93 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
25
Closed
8
Calls
$2.04M
Puts
$825K
Net Calls
+$1.22M
Net Calls Change
+$404K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9M
2
UBS Group
UBS Group
Switzerland
+$4.34M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$2.05M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$7.06M
2
Barclays
Barclays
United Kingdom
-$4.94M
3
AA
ALPS Advisors
Colorado
-$2.88M
4
Citigroup
Citigroup
New York
-$2.14M
5
AC
Annandale Capital
Texas
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
VI
76
Vestcor Inc
New Brunswick, Canada
$28K – – –
CS
77
Credit Suisse
Switzerland
$26K -$55.9K -3,231 -68%
HPC
78
HM Payson & Co
Maine
$23K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$22K -$2.65K -153 -10%
TF
80
Tompkins Financial
New York
$15K – – –
AFG
81
Albion Financial Group
Utah
$11K +$242 +14 +2%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
UB
83
UMB Bank
Missouri
$8K – – –
MFC
84
Mechanics Financial Corp
Ohio
$7K – – –
WT
85
Whittier Trust
California
$7K – – –
TC
86
Truvestments Capital
Florida
$3K -$5.75K -332 -65%
NFSG
87
Newbridge Financial Services Group
Florida
$3K – – –
HR
88
Howe & Rusling
New York
$3K +$3.46K +200 New
AF
89
Advisornet Financial
Minnesota
$2K – – –
AF
90
Allworth Financial
California
$2K – – –
HI
91
Harbour Investments
Wisconsin
$2K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.87K -$1.16M -67,300 -40%
AC
93
Annandale Capital
Texas
– -$1.22M -76,000 Closed
CWP
94
CFM Wealth Partners
Texas
– -$569K -35,521 Closed
Simplex Trading
95
Simplex Trading
Illinois
– -$263K -15,184 Closed
PI
96
PEAK6 Investments
Illinois
– -$116K -7,252 Closed
Walleye Trading
97
Walleye Trading
New York
– -$74K -4,621 Closed
TIM
98
Tevis Investment Management
Texas
– -$5K -466 Closed
GWM
99
Geneos Wealth Management
Colorado
– -$3K -200 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -200 Closed
1 2 3
4

HEP Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2022, worth a combined $523M — up 3% from $508M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEP positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9M. The largest seller was Blackstone Inc, cutting an estimated $7.06M.

  • 93 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $523M of Holly Energy Partners, L.P. stock for Q3 2022, up 3% quarter-over-quarter.
  • 9 funds opened new Holly Energy Partners, L.P. positions in Q3 2022 and 8 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q3 2022 was Goldman Sachs, an estimated $9M added.
  • The largest Holly Energy Partners, L.P. seller in Q3 2022 was Blackstone Inc, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2022.