Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
102 hedge funds and large institutions have $1.05B invested in Holly Energy Partners, L.P. in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
30% more capital invested
Capital invested by funds: $805M → $1.05B (+$243M)
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
4% less funds holding
Funds holding: 106 → 102 (-4)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
24% less call options, than puts
Call options by funds: $4.22M | Put options by funds: $5.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$154M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$12.4M |
| 3 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$4.49M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$1.65M |
| 5 |
Morgan Stanley
New York
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RR Advisors
Dallas,
Texas
|
-$5.32M |
| 2 |
Goldman Sachs
New York
|
-$5.07M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.47M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.33M |
HEP Hedge Fund Activity: Q1 2017 in Review
102 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2017, worth a combined $1.05B — up 30% from $805M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HEP and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 36 added.
The largest buyer was Tortoise Capital Advisors, adding an estimated $154M. The largest seller was RR Advisors, exiting entirely with an estimated $5.32M sold.
- 102 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2017, down from 106 in Q4 2016.
- Funds reported $1.05B of Holly Energy Partners, L.P. stock for Q1 2017, up 30% quarter-over-quarter.
- 11 funds opened new Holly Energy Partners, L.P. positions in Q1 2017 and 14 closed out, a net change of -3 holders.
- The largest Holly Energy Partners, L.P. buyer in Q1 2017 was Tortoise Capital Advisors, an estimated $154M added.
- The largest Holly Energy Partners, L.P. seller in Q1 2017 was RR Advisors, an estimated $5.32M sold.
Based on aggregated 13F filings for Q1 2017.