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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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106 hedge funds and large institutions have $805M invested in Holly Energy Partners, L.P. in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $3.91M

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 105 → 106 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $848M → $805M (-$42.9M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
37
Reduced
31
Closed
12
Calls
$5.26M
Puts
$3.91M
Net Calls
+$1.35M
Net Calls Change
+$315K

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$14.2M
2
EIP
Energy Income Partners
Connecticut
+$10.2M
3
N
Nuveen
North Carolina
+$4.53M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.57M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.4M
2
Bank of America
Bank of America
North Carolina
-$5.97M
3
RA
RR Advisors
Texas
-$4.41M
4
PAA
Peregrine Asset Advisers
Oregon
-$3.51M
5
IG
ING Group
Netherlands
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Cumberland Advisors
Florida
$14K – – –
TCM
102
Tradewinds Capital Management
Washington
$13K -$13K -400 Closed
CFS
103
Commonwealth Financial Services
West Virginia
$11K – – –
AWMS
104
Advocacy Wealth Management Services
Georgia
$10K – – –
WA
105
WFG Advisors
Texas
$10K +$9.74K +300 New
TRCT
106
Tower Research Capital (TRC)
New York
$3K -$163K -5,012 -98%
AG
107
Advisor Group
Arizona
$3K +$552 +17 +25%
TCA
108
Tortoise Capital Advisors
Kansas
$3K +$1.01K +31 +41%
ED
109
Exane Derivatives
France
$1.35K +$195 +6 +17%
PAA
110
Peregrine Asset Advisers
Oregon
– -$3.51M -103,540 Closed
IG
111
ING Group
Netherlands
– -$1.85M -52,590 Closed
LMGAM
112
Liberty Mutual Group Asset Management
Massachusetts
– -$1.03M -30,380 Closed
American Century Companies
113
American Century Companies
Missouri
– -$978K -28,819 Closed
Stifel Financial
114
Stifel Financial
Missouri
– -$299K -8,800 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$273K -8,413 Closed
LW
116
Linscomb Wealth
Texas
– -$241K -7,100 Closed
CG
117
Cutler Group
California
– -$227K -6,995 Closed
AllianceBernstein
118
AllianceBernstein
Tennessee
– -$216K -6,353 Closed
Bessemer Group
119
Bessemer Group
New Jersey
– -$190K -5,607 Closed
ECM
120
Estabrook Capital Management
New York
– -$2.85K -84 Closed
1 2 3 4
5

HEP Hedge Fund Activity: Q4 2016 in Review

106 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2016, worth a combined $805M — down 5.1% from $848M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $16.4M.

  • 106 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $805M of Holly Energy Partners, L.P. stock for Q4 2016, down 5.1% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q4 2016 and 12 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2016 was Tiedemann Advisors, an estimated $14.2M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2016 was Goldman Sachs, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2016.