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HEP

Holly Energy Partners, L.P.

Delisted

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

94 hedge funds and large institutions have $588M invested in Holly Energy Partners, L.P. in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $1.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $523M → $588M (+$64.7M)

1% more funds holding

Funds holding: 9394 (+1)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
10
Calls
$4.64M
Puts
$1.11M
Net Calls
+$3.53M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$32.3K
HPC
77
HM Payson & Co
Maine
$25.2K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$24K
TF
79
Tompkins Financial
New York
$16K
GRP
80
Global Retirement Partners
California
$12.4K +$12.5K +685 New
AFG
81
Albion Financial Group
Utah
$12.4K +$219 +12 +2%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9K
PI
83
PEAK6 Investments
Illinois
$10K +$10.1K +553 New
Citigroup
84
Citigroup
New York
$9.1K -$431K -23,587 -98%
UB
85
UMB Bank
Missouri
$9K
WT
86
Whittier Trust
California
$8.13K
MSCM
87
McElhenny Sheffield Capital Management
Texas
$7.25K +$7.31K +400 New
MFC
88
Mechanics Financial Corp
Ohio
$7K
Barclays
89
Barclays
United Kingdom
$3.04K -$185K -10,126 -98%
NFSG
90
Newbridge Financial Services Group
Florida
$2.94K
AF
91
Allworth Financial
California
$2.28K
AF
92
Advisornet Financial
Minnesota
$1.78K
HI
93
Harbour Investments
Wisconsin
$1.36K -$457 -25 -25%
HNB
94
Huntington National Bank
Ohio
$36
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
-$1.87K -100,600 Closed
VIA
96
Vident Investment Advisory
Georgia
-$701K -42,748 Closed
SCA
97
Salient Capital Advisors
Texas
-$583K -35,524 Closed
GCP
98
GSA Capital Partners
United Kingdom
-$221K -13,455 Closed
Stifel Financial
99
Stifel Financial
Missouri
-$175K -10,650 Closed
SWM
100
Selective Wealth Management
Virginia
-$75K -4,555 Closed

HEP Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2022, worth a combined $588M — up 12% from $523M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEP positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $10.6M. The largest seller was UBS Group, cutting an estimated $5.38M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $588M of Holly Energy Partners, L.P. stock for Q4 2022, up 12% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q4 2022 and 10 closed out, a net change of +2 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2022 was Eagle Global Advisors, an estimated $10.6M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2022 was UBS Group, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2022.