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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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87 hedge funds and large institutions have $787M invested in Holly Energy Partners, L.P. in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $559K

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

27% more capital invested

Capital invested by funds: $619M → $787M (+$168M)

9% more funds holding

Funds holding: 80 → 87 (+7)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
26
Reduced
19
Closed
6
Calls
$1.48M
Puts
$559K
Net Calls
+$925K
Net Calls Change
-$591K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$46M
2
FTCM
First Trust Capital Management
Illinois
+$41.3M
3
AA
ALPS Advisors
Colorado
+$18.8M
4
UBS Group
UBS Group
Switzerland
+$12.1M
5
N
Natixis
France
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$40.5M
2
EIP
Energy Income Partners
Connecticut
-$38.4M
3
Invesco
Invesco
Georgia
-$19.8M
4
Morgan Stanley
Morgan Stanley
New York
-$10.3M
5
EGA
Eagle Global Advisors
Texas
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
76
HM Payson & Co
Maine
$30.5K – – –
TF
77
Tompkins Financial
New York
$19.8K – – –
AFG
78
Albion Financial Group
Utah
$15.5K +$230 +11 +2%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K – – –
WT
80
Whittier Trust
California
$9.86K – – –
MFC
81
Mechanics Financial Corp
Ohio
$8.78K – – –
SC
82
Stephens Consulting
Michigan
$4.39K – – –
NFSG
83
Newbridge Financial Services Group
Florida
$3.56K – – –
AF
84
Allworth Financial
California
$2.76K – – –
AF
85
Advisornet Financial
Minnesota
$2.15K – – –
HI
86
Harbour Investments
Wisconsin
$1.65K – – –
HNB
87
Huntington National Bank
Ohio
$44 – – –
Citadel Advisors
88
Citadel Advisors
Florida
– -$3.02M -163,099 Closed
CWP
89
CFM Wealth Partners
Texas
– -$657K -35,521 Closed
AWM
90
Apollon Wealth Management
South Carolina
– -$256K -13,864 Closed
WHG
91
Westwood Holdings Group
Texas
– -$206K -11,112 Closed
GRP
92
Global Retirement Partners
California
– -$13.2K -713 Closed
Group One Trading
93
Group One Trading
Illinois
– -$4.18K -200 Closed
1 2 3
4

HEP Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2023, worth a combined $787M — up 27% from $619M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $46M. The largest seller was Mirae Asset Global Investments, cutting an estimated $40.5M.

  • 87 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2023, up from 80 in Q2 2023.
  • Funds reported $787M of Holly Energy Partners, L.P. stock for Q3 2023, up 27% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q3 2023 and 6 closed out, a net change of +7 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q3 2023 was JP Morgan Chase, an estimated $46M added.
  • The largest Holly Energy Partners, L.P. seller in Q3 2023 was Mirae Asset Global Investments, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2023.