HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
37
Reduced
29
Closed
8
Calls
$2.11M
Puts
$4.8M
Net Calls
-$2.69M
Net Calls Change
-$1.39M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
$161M
2
EIP
Energy Income Partners
Connecticut
$218M
3
MIG
Mariner Investment Group
New York
$2.37M
4
SOAMC
Spirit of America Management Corp
New York
$14.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.43M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72.1M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
O
OppenheimerFunds
New York
$207M
4
ClearBridge Investments
ClearBridge Investments
New York
$57.7M
5
FIM
Friedberg Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
1
Energy Income Partners
Connecticut
$218M +$11.5M +353,903 +6%
O
2
OppenheimerFunds
New York
$207M -$4.87M -149,875 -2%
TCA
3
Tortoise Capital Advisors
Kansas
$161M +$19.7M +605,976 +14%
Goldman Sachs
4
Goldman Sachs
New York
$72.1M -$7.96M -245,061 -10%
ClearBridge Investments
5
ClearBridge Investments
New York
$57.7M -$2.82M -86,670 -5%
UBS Group
6
UBS Group
Switzerland
$42.6M -$1.35M -41,647 -3%
HFA
7
Harvest Fund Advisors
Pennsylvania
$42.2M -$262K -8,056 -0.6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$20.6M +$469K +14,433 +2%
SOAMC
9
Spirit of America Management Corp
New York
$14.9M +$2.29M +70,500 +18%
TA
10
Tiedemann Advisors
New York
$13.7M -$173K -5,340 -1%
Morgan Stanley
11
Morgan Stanley
New York
$13.2M -$332K -10,227 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.8M -$385K -11,870 -5%
BG
13
Bollard Group
Massachusetts
$6.91M +$98.7K +3,038 +1%
Citigroup
14
Citigroup
New York
$6.52M +$1.25M +38,381 +24%
AR
15
Advisory Research
Illinois
$4.53M – – –
UIC
16
Uniplan Investment Counsel
Wisconsin
$4.51M +$455K +13,997 +11%
COPPSERS
17
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.43M -$1.42M -43,594 -24%
GC
18
Guggenheim Capital
Illinois
$4.12M +$427K +13,144 +12%
GIM
19
Groesbeck Investment Management
New Jersey
$3.79M – – –
EVM
20
Eaton Vance Management
Massachusetts
$3.21M -$19.2K -591 -0.6%
William Blair & Company
21
William Blair & Company
Illinois
$3M -$13K -400 -0.4%
Bank of America
22
Bank of America
North Carolina
$2.85M +$279K +8,605 +11%
Rafferty Asset Management
23
Rafferty Asset Management
New York
$2.8M -$91.7K -2,822 -3%
PH
24
Pinnacle Holdings
Oklahoma
$2.61M -$134K -4,123 -5%
CS
25
Credit Suisse
Switzerland
$2.51M +$470K +14,475 +23%
1
2 3 4 5