Holly Energy Partners, L.P.
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.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
5% more funds holding
Funds holding: 102 → 107 (+5)
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
35% less call options, than puts
Call options by funds: $2.27M | Put options by funds: $3.5M
51% less capital invested
Capital invested by funds: $1.92B → $932M (-$987M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$14.8M |
| 2 |
O
OppenheimerFunds
New York
|
+$11.8M |
| 3 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$2.47M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.17M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$31.4M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$5.14M |
| 3 |
Goldman Sachs
New York
|
-$4.45M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$2.62M |
| 5 |
OCU
ORIX Corporation USA
Dallas,
Texas
|
-$2.01M |
HEP Hedge Fund Activity: Q2 2018 in Review
107 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q2 2018, worth a combined $932M — down 51% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HEP positions and 13 closed out — a net gain of 5 holders — while 25 added to existing stakes and 33 trimmed.
The largest buyer was ALPS Advisors, adding an estimated $14.8M. The largest seller was Energy Income Partners, cutting an estimated $31.4M.
- 107 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q2 2018, up from 102 in Q1 2018.
- Funds reported $932M of Holly Energy Partners, L.P. stock for Q2 2018, down 51% quarter-over-quarter.
- 18 funds opened new Holly Energy Partners, L.P. positions in Q2 2018 and 13 closed out, a net change of +5 holders.
- The largest Holly Energy Partners, L.P. buyer in Q2 2018 was ALPS Advisors, an estimated $14.8M added.
- The largest Holly Energy Partners, L.P. seller in Q2 2018 was Energy Income Partners, an estimated $31.4M sold.
Based on aggregated 13F filings for Q2 2018.