Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
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.
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
1% more funds holding
Funds holding: 114 → 115 (+1)
11% less capital invested
Capital invested by funds: $837M → $747M (-$90.4M)
80% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $14.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$22.6M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$10.5M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$9.26M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$48.9M |
| 2 |
Goldman Sachs
New York
|
-$15.7M |
| 3 |
JP Morgan Chase
New York
|
-$5.79M |
| 4 |
Citigroup
New York
|
-$4.99M |
| 5 |
HF
HRT Financial
New York
|
-$4.66M |
HEP Hedge Fund Activity: Q4 2019 in Review
115 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2019, worth a combined $747M — down 11% from $837M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HEP positions and 18 closed out — a net gain of 2 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Energy Income Partners, adding an estimated $22.6M. The largest seller was Invesco, cutting an estimated $48.9M.
- 115 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2019, up from 114 in Q3 2019.
- Funds reported $747M of Holly Energy Partners, L.P. stock for Q4 2019, down 11% quarter-over-quarter.
- 20 funds opened new Holly Energy Partners, L.P. positions in Q4 2019 and 18 closed out, a net change of +2 holders.
- The largest Holly Energy Partners, L.P. buyer in Q4 2019 was Energy Income Partners, an estimated $22.6M added.
- The largest Holly Energy Partners, L.P. seller in Q4 2019 was Invesco, an estimated $48.9M sold.
Based on aggregated 13F filings for Q4 2019.