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HEP

Holly Energy Partners, L.P.
HEP

Delisted

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

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100 hedge funds and large institutions have $492M invested in Holly Energy Partners, L.P. in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $477M → $492M (+$14M)

1% less funds holding

Funds holding: 101 → 100 (-1)

10% less call options, than puts

Call options by funds: $2.58M | Put options by funds: $2.87M

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
21
Closed
15
Calls
$2.58M
Puts
$2.87M
Net Calls
-$293K
Net Calls Change
+$3.42M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$5.54M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.3M
4
MHI
Miller Howard Investments
New York
+$5.15M
5
Blackstone Inc
Blackstone Inc
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.8M
2
TCA
Tortoise Capital Advisors
Kansas
-$12M
3
AA
ALPS Advisors
Colorado
-$5.13M
4
N
Natixis
France
-$2.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
– -$1.23M -87,754 Closed
Simplex Trading
102
Simplex Trading
Illinois
– -$816K -55,633 Closed
MWNA
103
Marshall Wace North America
New York
– -$620K -44,284 Closed
AA
104
AQR Arbitrage
Connecticut
– -$437K -31,164 Closed
JCM
105
JS Capital Management
New York
– -$300K -21,400 Closed
PI
106
PEAK6 Investments
Illinois
– -$287K -20,438 Closed
William Blair & Company
107
William Blair & Company
Illinois
– -$257K -18,320 Closed
Millennium Management
108
Millennium Management
New York
– -$243K -17,322 Closed
Russell Investments Group
109
Russell Investments Group
United Kingdom
– -$127K -9,100 Closed
1IA
110
1834 Investment Advisors
Wisconsin
– -$59K -4,200 Closed
AP
111
Arlington Partners
Alabama
– -$21K -1,500 Closed
NFG
112
Next Financial Group
Texas
– -$15K -1,100 Closed
AIC
113
Ameritas Investment Company
Nebraska
– -$3K -200 Closed
HGWM
114
Harvest Group Wealth Management
Massachusetts
– +$15 +1 +2%
1 2 3 4
5

HEP Hedge Fund Activity: Q2 2020 in Review

100 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2020, worth a combined $492M — up 2.9% from $477M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEP positions and 15 closed out — a net gain of 1 holder — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Invesco, adding an estimated $13.1M. The largest seller was Wells Fargo, cutting an estimated $25.8M.

  • 100 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2020, down from 101 in Q1 2020.
  • Funds reported $492M of Holly Energy Partners, L.P. stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 16 funds opened new Holly Energy Partners, L.P. positions in Q2 2020 and 15 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q2 2020 was Invesco, an estimated $13.1M added.
  • The largest Holly Energy Partners, L.P. seller in Q2 2020 was Wells Fargo, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2020.