HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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102 hedge funds and large institutions have $1.92B invested in Holly Energy Partners, L.P. in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
6
Increased
41
Reduced
29
Closed
16
Calls
$1.7M
Puts
$3.84M
Net Calls
-$2.14M
Net Calls Change
-$2.26M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$572M
2
O
OppenheimerFunds
New York
+$14.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$5.05M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$3.53M
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$3.31M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$21.6M
2
Goldman Sachs
Goldman Sachs
New York
-$8.81M
3
UIC
Uniplan Investment Counsel
Wisconsin
-$4.13M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.06M
5
AA
ALPS Advisors
Colorado
-$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1
Tortoise Capital Advisors
Kansas
$1.18B +$572M +3,195,763 +94%
EIP
2
Energy Income Partners
Connecticut
$180M +$2.51M +91,212 +1%
O
3
OppenheimerFunds
New York
$168M +$14.7M +533,030 +10%
AA
4
ALPS Advisors
Colorado
$90.8M -$3.87M -140,508 -4%
UBS Group
5
UBS Group
Switzerland
$49.6M +$2.4M +87,150 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$47.5M -$689K -25,000 -1%
Goldman Sachs
7
Goldman Sachs
New York
$44.5M -$8.81M -319,561 -17%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$21.6M +$998K +36,192 +5%
TA
9
Tiedemann Advisors
New York
$17.4M +$2.18M +79,155 +14%
SOAMC
10
Spirit of America Management Corp
New York
$12.6M – – –
Morgan Stanley
11
Morgan Stanley
New York
$8.23M -$243K -8,802 -3%
MGAM
12
McGowan Group Asset Management
Texas
$6.73M +$105K +3,810 +2%
BG
13
Bollard Group
Massachusetts
$6.13M +$114K +4,146 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.88M -$193K -7,005 -3%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$5.7M +$3.31M +120,170 +139%
First Trust Advisors
16
First Trust Advisors
Illinois
$5.05M +$5.05M +183,178 New
EVM
17
Eaton Vance Management
Massachusetts
$4.96M +$2.48M +90,000 +100%
AR
18
Advisory Research
Illinois
$4.26M – – –
GC
19
Guggenheim Capital
Illinois
$3.69M +$55 +2 +0%
NMIMC
20
Northwestern Mutual Investment Management Company
Wisconsin
$3.53M +$3.53M +128,093 New
GIM
21
Groesbeck Investment Management
New Jersey
$3.42M +$105K +3,810 +3%
UIC
22
Uniplan Investment Counsel
Wisconsin
$3.36M -$4.13M -149,744 -55%
BCFA
23
BP Capital Fund Advisors
Texas
$3.04M -$30.4K -1,103 -1%
Bank of America
24
Bank of America
North Carolina
$2.61M -$294K -10,647 -10%
SGCA
25
Steel Grove Capital Advisors
Tennessee
$2.35M +$511K +18,545 +28%
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