Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
105 hedge funds and large institutions have $894M invested in Holly Energy Partners, L.P. in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 9 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
1% more capital invested
Capital invested by funds: $889M → $894M (+$4.65M)
2% less funds holding
Funds holding: 107 → 105 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
28% less call options, than puts
Call options by funds: $3.57M | Put options by funds: $4.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$167M |
| 2 |
Morgan Stanley
New York
|
+$3.95M |
| 3 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
|
+$2.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$13M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$9.24M |
| 3 |
JP Morgan Chase
New York
|
-$3.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.03M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.69M |
HEP Hedge Fund Activity: Q2 2019 in Review
105 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2019, worth a combined $894M — up 0.52% from $889M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HEP and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 38 added.
The largest buyer was Invesco, opening a new position worth an estimated $167M. The largest seller was Tortoise Capital Advisors, cutting an estimated $13M.
- 105 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2019, down from 107 in Q1 2019.
- Funds reported $894M of Holly Energy Partners, L.P. stock for Q2 2019, up 0.52% quarter-over-quarter.
- 8 funds opened new Holly Energy Partners, L.P. positions in Q2 2019 and 9 closed out, a net change of -1 holder.
- The largest Holly Energy Partners, L.P. buyer in Q2 2019 was Invesco, an estimated $167M added.
- The largest Holly Energy Partners, L.P. seller in Q2 2019 was Tortoise Capital Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2019.