Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
103 hedge funds and large institutions have $1.06B invested in Holly Energy Partners, L.P. in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 15 closing their positions.
14% more capital invested
Capital invested by funds: $932M → $1.06B (+$128M)
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
4% less call options, than puts
Call options by funds: $4.96M | Put options by funds: $5.19M
4% less funds holding
Funds holding: 107 → 103 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$16.3M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$8.33M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$7.52M |
| 4 |
Goldman Sachs
New York
|
+$5.02M |
| 5 |
SG Americas Securities
New York
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$6.02M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$4.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.1M |
| 4 |
Morgan Stanley
New York
|
-$1.97M |
| 5 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$918K |
HEP Hedge Fund Activity: Q3 2018 in Review
103 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2018, worth a combined $1.06B — up 14% from $932M a quarter earlier.
Fund positioning in HEP was balanced in Q3 2018: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 27 trimmed.
The largest buyer was Advisory Research, adding an estimated $16.3M. The largest seller was Northwestern Mutual Investment Management Company, exiting entirely with an estimated $6.02M sold.
- 103 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2018, down from 107 in Q2 2018.
- Funds reported $1.06B of Holly Energy Partners, L.P. stock for Q3 2018, up 14% quarter-over-quarter.
- 15 funds opened new Holly Energy Partners, L.P. positions in Q3 2018 and 15 closed out, a net change of 0 holders.
- The largest Holly Energy Partners, L.P. buyer in Q3 2018 was Advisory Research, an estimated $16.3M added.
- The largest Holly Energy Partners, L.P. seller in Q3 2018 was Northwestern Mutual Investment Management Company, an estimated $6.02M sold.
Based on aggregated 13F filings for Q3 2018.