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HEP

Holly Energy Partners, L.P.

Delisted

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

113 hedge funds and large institutions have $991M invested in Holly Energy Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

18% more funds holding

Funds holding: 96113 (+17)

3% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $3.75M

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

5% less capital invested

Capital invested by funds: $1.05B → $991M (-$55.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
30
Reduced
30
Closed
10
Calls
$3.87M
Puts
$3.75M
Net Calls
+$122K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$24K
TCM
102
Tradewinds Capital Management
Washington
$23K
AF
103
Advisornet Financial
Minnesota
$23K +$23.2K +698 New
AWMS
104
Advocacy Wealth Management Services
Georgia
$19K
GWM
105
Geneos Wealth Management
Colorado
$13K
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$12K +$12.2K +368 New
PG
107
PEAK6 Group
Illinois
$12K +$12.3K +370 New
SWP
108
Stratos Wealth Partners
Ohio
$10K +$9.98K +300 New
JCM
109
Jacobi Capital Management
Pennsylvania
$7K +$7.25K +218 New
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$6K +$6.65K +200 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$4K
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$1K +$1.56K +47 New
ED
113
Exane Derivatives
France
$972 -$33 -1 -3%
PCG
114
Private Capital Group
Connecticut
$6 +$5.92K +178 New
GEM
115
Global Endowment Management
North Carolina
-$1.1M -33,030 Closed
Citadel Advisors
116
Citadel Advisors
Florida
-$857K -25,762 Closed
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
-$668K -20,000 Closed
VF
118
Virtu Financial
New York
-$614K -18,390 Closed
AllianceBernstein
119
AllianceBernstein
Tennessee
-$313K -9,372 Closed
PCP
120
Proficio Capital Partners
Massachusetts
-$236K -7,080 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
-$94K -2,811 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$38K -1,135 Closed
NFG
123
Next Financial Group
Texas
-$10K -300 Closed
CP
124
Corbenic Partners
Pennsylvania
-$4K -111 Closed

HEP Hedge Fund Activity: Q4 2017 in Review

113 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2017, worth a combined $991M — down 5.3% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HEP positions and 10 closed out — a net gain of 18 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $22.1M. The largest seller was UBS Group, cutting an estimated $8.9M.

  • 113 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2017, up from 96 in Q3 2017.
  • Funds reported $991M of Holly Energy Partners, L.P. stock for Q4 2017, down 5.3% quarter-over-quarter.
  • 28 funds opened new Holly Energy Partners, L.P. positions in Q4 2017 and 10 closed out, a net change of +18 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2017 was Blackstone Inc, an estimated $22.1M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2017 was UBS Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q4 2017.