Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
107 hedge funds and large institutions have $967M invested in Holly Energy Partners, L.P. in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
5% more funds holding
Funds holding: 102 → 107 (+5)
8% less capital invested
Capital invested by funds: $1.05B → $967M (-$80.9M)
56% less call options, than puts
Call options by funds: $2.19M | Put options by funds: $4.97M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$20.6M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$12M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2.48M |
| 4 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$2.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.34M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.84M |
| 3 |
O
OppenheimerFunds
New York
|
-$5.1M |
| 4 |
ClearBridge Investments
New York
|
-$2.95M |
| 5 |
FIM
Friedberg Investment Management
Houston,
Texas
|
-$1.85M |
HEP Hedge Fund Activity: Q2 2017 in Review
107 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2017, worth a combined $967M — down 7.7% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HEP positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 29 trimmed.
The largest buyer was Tortoise Capital Advisors, adding an estimated $20.6M. The largest seller was Goldman Sachs, cutting an estimated $8.34M.
- 107 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2017, up from 102 in Q1 2017.
- Funds reported $967M of Holly Energy Partners, L.P. stock for Q2 2017, down 7.7% quarter-over-quarter.
- 15 funds opened new Holly Energy Partners, L.P. positions in Q2 2017 and 8 closed out, a net change of +7 holders.
- The largest Holly Energy Partners, L.P. buyer in Q2 2017 was Tortoise Capital Advisors, an estimated $20.6M added.
- The largest Holly Energy Partners, L.P. seller in Q2 2017 was Goldman Sachs, an estimated $8.34M sold.
Based on aggregated 13F filings for Q2 2017.