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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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94 hedge funds and large institutions have $404M invested in Holly Energy Partners, L.P. in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $999K

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6% less funds holding

Funds holding: 100 → 94 (-6)

18% less capital invested

Capital invested by funds: $492M → $404M (-$87.1M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
24
Closed
18
Calls
$1.65M
Puts
$999K
Net Calls
+$646K
Net Calls Change
+$939K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.94M
2
Goldman Sachs
Goldman Sachs
New York
+$7.02M
3
Morgan Stanley
Morgan Stanley
New York
+$5.39M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$3.69M
5
Barclays
Barclays
United Kingdom
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
EIP
Energy Income Partners
Connecticut
-$32M
2
TA
Tiedemann Advisors
New York
-$2.89M
3
Jane Street
Jane Street
New York
-$1.38M
4
Citigroup
Citigroup
New York
-$1.24M
5
AA
ALPS Advisors
Colorado
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
101
Inspire Investing
Idaho
– -$203K -13,888 Closed
AIA
102
Avalon Investment & Advisory
Texas
– -$152K -10,449 Closed
TC
103
Truvestments Capital
Florida
– -$127K -8,744 Closed
RDWM
104
Red Door Wealth Management
Tennessee
– -$45K -3,096 Closed
LC
105
Lindbrook Capital
California
– -$35K -2,389 Closed
PAG
106
Private Advisor Group
New Jersey
– -$32K -2,200 Closed
KPCM
107
Kings Point Capital Management
New York
– -$29K -2,000 Closed
SF
108
Synovus Financial
Georgia
– -$23K -1,576 Closed
MMG
109
Monetary Management Group
Missouri
– -$20K -1,400 Closed
PH
110
Pinnacle Holdings
Oklahoma
– -$7.79K -534 Closed
CAN
111
Cetera Advisor Networks
California
– -$3K -200 Closed
1 2 3 4
5

HEP Hedge Fund Activity: Q3 2020 in Review

94 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2020, worth a combined $404M — down 18% from $492M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HEP and 12 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was Invesco, adding an estimated $7.94M. The largest seller was Energy Income Partners, cutting an estimated $32M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2020, down from 100 in Q2 2020.
  • Funds reported $404M of Holly Energy Partners, L.P. stock for Q3 2020, down 18% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q3 2020 and 18 closed out, a net change of -6 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q3 2020 was Invesco, an estimated $7.94M added.
  • The largest Holly Energy Partners, L.P. seller in Q3 2020 was Energy Income Partners, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2020.