HEP

Holly Energy Partners, L.P.

Delisted

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

107 hedge funds and large institutions have $932M invested in Holly Energy Partners, L.P. in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
25
Reduced
33
Closed
13
Calls
$2.27M
Puts
$3.51M
Net Calls
-$1.24M
Net Calls Change
+$907K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
1
Tortoise Capital Advisors
Kansas
$188M +$2.08M +73,625 +1%
O
2
OppenheimerFunds
New York
$183M +$11.5M +406,275 +7%
EIP
3
Energy Income Partners
Connecticut
$154M -$30.5M -1,079,915 -17%
AA
4
ALPS Advisors
Colorado
$107M +$14.4M +508,610 +15%
UBS Group
5
UBS Group
Switzerland
$49M -$1.93M -68,297 -4%
ClearBridge Investments
6
ClearBridge Investments
New York
$48.7M
Goldman Sachs
7
Goldman Sachs
New York
$41.3M -$4.33M -153,138 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$23.6M +$1.44M +51,085 +7%
TA
9
Tiedemann Advisors
New York
$12.8M -$5M -176,759 -28%
SOAMC
10
Spirit of America Management Corp
New York
$12M -$952K -33,700 -7%
Morgan Stanley
11
Morgan Stanley
New York
$7.29M -$1.15M -40,723 -14%
MGAM
12
McGowan Group Asset Management
Texas
$6.95M +$44.9K +1,587 +0.6%
First Trust Advisors
13
First Trust Advisors
Illinois
$6.77M +$1.59M +56,398 +31%
BG
14
Bollard Group
Massachusetts
$6.5M +$215K +7,613 +3%
NMIMC
15
Northwestern Mutual Investment Management Company
Wisconsin
$6.02M +$2.4M +84,934 +66%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.89M -$137K -4,850 -2%
MERSOM
17
Municipal Employees' Retirement System of Michigan
Michigan
$5.84M
AR
18
Advisory Research
Illinois
$4.37M
GIM
19
Groesbeck Investment Management
New Jersey
$3.63M +$123K +4,363 +4%
Bank of America
20
Bank of America
North Carolina
$3.56M +$885K +31,322 +33%
GC
21
Guggenheim Capital
Illinois
$3.49M -$286K -10,110 -8%
BCFA
22
BP Capital Fund Advisors
Texas
$2.62M -$490K -17,343 -16%
CCM
23
Cadence Capital Management
Massachusetts
$2.57M +$746K +26,395 +41%
EVM
24
Eaton Vance Management
Massachusetts
$2.54M -$2.54M -90,000 -50%
PH
25
Pinnacle Holdings
Oklahoma
$2.38M +$15.3K +540 +0.6%