HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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114 hedge funds and large institutions have $837M invested in Holly Energy Partners, L.P. in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
37
Reduced
20
Closed
13
Calls
$2.98M
Puts
$9.76M
Net Calls
-$6.78M
Net Calls Change
-$5.41M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$22.4M
2
Morgan Stanley
Morgan Stanley
New York
+$18.9M
3
Citigroup
Citigroup
New York
+$18.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.2M
5
Goldman Sachs
Goldman Sachs
New York
+$8.43M

Top Sellers

1
AA
ALPS Advisors
Colorado
-$100M
2
AR
Advisory Research
Illinois
-$18.9M
3
UBS Group
UBS Group
Switzerland
-$8.88M
4
MGAM
McGowan Group Asset Management
Texas
-$7.16M
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
101
Realta Investment Advisors
Delaware
$28K – – –
SIM
102
Sonora Investment Management
Arizona
$19K – – –
CFA
103
Carroll Financial Associates
North Carolina
$18K +$18K +721 New
AWMS
104
Advocacy Wealth Management Services
Georgia
$15K – – –
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
GWM
106
Geneos Wealth Management
Colorado
$10K – – –
TCM
107
Tradewinds Capital Management
Washington
$8K +$8K +300 New
JCM
108
Jacobi Capital Management
Pennsylvania
$6K +$141 +6 +2%
AIC
109
Ameritas Investment Company
Nebraska
$5K +$5K +200 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +200 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$3K – – –
HGWM
112
Harvest Group Wealth Management
Massachusetts
$2K +$2K +62 New
GT
113
Glenmede Trust
Pennsylvania
$1.28K +$88 +3,474 +7%
AR
114
Advisory Research
Illinois
– -$18.9M -688,490 Closed
MGAM
115
McGowan Group Asset Management
Texas
– -$7.16M -260,519 Closed
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
– -$6.13M -222,860 Closed
SCA
117
Salient Capital Advisors
Texas
– -$2.04M -74,211 Closed
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
– -$374K -13,600 Closed
ICA
119
Infrastructure Capital Advisors
New York
– -$359K -12,934 Closed
PAG
120
Private Advisor Group
New Jersey
– -$260K -9,446 Closed
AIP
121
Ameritas Investment Partners
Nebraska
– -$195K -7,100 Closed
AG
122
Aperio Group
California
– -$109K -3,958 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– -$53K -1,927 Closed
PH
124
Pinnacle Holdings
Oklahoma
– -$14.7K -534 Closed
PCG
125
Private Capital Group
Connecticut
– -$5K -178 Closed
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