HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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115 hedge funds and large institutions have $747M invested in Holly Energy Partners, L.P. in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
38
Reduced
27
Closed
18
Calls
$2.87M
Puts
$14.3M
Net Calls
-$11.5M
Net Calls Change
-$4.7M

Top Buyers

1
EIP
Energy Income Partners
Connecticut
+$22M
2
Morgan Stanley
Morgan Stanley
New York
+$14.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$10.3M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.02M
5
TCA
Tortoise Capital Advisors
Kansas
+$8.86M

Top Sellers

1
Invesco
Invesco
Georgia
-$47.7M
2
Goldman Sachs
Goldman Sachs
New York
-$15.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.64M
4
Citigroup
Citigroup
New York
-$4.86M
5
HF
HRT Financial
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
101
HM Payson & Co
Maine
$31K – – –
Walleye Trading
102
Walleye Trading
New York
$30K -$175K -7,976 -85%
BCI
103
Brinker Capital Investments
Pennsylvania
$28K – – –
RIA
104
Realta Investment Advisors
Delaware
$24K – – –
ASN
105
Advisory Services Network
Georgia
$17K +$17K +781 New
CFA
106
Carroll Financial Associates
North Carolina
$15K – – –
AWMS
107
Advocacy Wealth Management Services
Georgia
$13K – – –
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
APA
109
American Portfolios Advisors
New York
$9.06K +$9.06K +409 New
GWM
110
Geneos Wealth Management
Colorado
$9K – – –
ACM
111
Allred Capital Management
Texas
$8.86K +$8.86K +400 New
TCM
112
Tradewinds Capital Management
Washington
$7K – – –
JCM
113
Jacobi Capital Management
Pennsylvania
$6K +$160 +7 +3%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
HGWM
115
Harvest Group Wealth Management
Massachusetts
$1K +$31 +2 +3%
HF
116
HRT Financial
New York
– -$4.66M -184,551 Closed
RCYC
117
Richard C. Young & Co
Rhode Island
– -$1.73M -68,250 Closed
UIC
118
Uniplan Investment Counsel
Wisconsin
– -$1.69M -66,992 Closed
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
– -$1.35M -53,226 Closed
MWNA
120
Marshall Wace North America
New York
– -$1.29M -51,010 Closed
CIMLRA
121
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$1.08M -42,600 Closed
VanEck Associates
122
VanEck Associates
New York
– -$523K -20,710 Closed
TC
123
TradeLink Capital
Illinois
– -$505K -20,000 Closed
JCM
124
JS Capital Management
New York
– -$249K -9,848 Closed
MFW
125
Meristem Family Wealth
Minnesota
– -$218K -8,632 Closed
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5
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