HEP

Holly Energy Partners, L.P.

Delisted

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

103 hedge funds and large institutions have $1.06B invested in Holly Energy Partners, L.P. in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
29
Reduced
27
Closed
15
Calls
$4.96M
Puts
$5.19M
Net Calls
-$230K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
1
Tortoise Capital Advisors
Kansas
$218M +$8.61M +273,580 +4%
O
2
OppenheimerFunds
New York
$204M -$180K -5,728 -0.1%
EIP
3
Energy Income Partners
Connecticut
$166M -$4.87M -154,676 -3%
AA
4
ALPS Advisors
Colorado
$127M +$7.77M +247,016 +6%
UBS Group
5
UBS Group
Switzerland
$56.7M +$2.24M +71,256 +4%
ClearBridge Investments
6
ClearBridge Investments
New York
$54.2M
Goldman Sachs
7
Goldman Sachs
New York
$51.2M +$5.18M +164,786 +11%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$27.7M +$1.41M +44,682 +5%
AR
9
Advisory Research
Illinois
$21.7M +$16.8M +533,955 +346%
TA
10
Tiedemann Advisors
New York
$14.3M +$46.8K +1,489 +0.3%
SOAMC
11
Spirit of America Management Corp
New York
$13.2M -$104K -3,300 -0.8%
MGAM
12
McGowan Group Asset Management
Texas
$7.91M +$176K +5,597 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$7.73M +$194K +6,168 +3%
BG
14
Bollard Group
Massachusetts
$7.47M +$227K +7,230 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.5M -$64.7K -2,055 -1%
Morgan Stanley
16
Morgan Stanley
New York
$6.07M -$2.04M -64,867 -25%
GIM
17
Groesbeck Investment Management
New Jersey
$4.04M
GC
18
Guggenheim Capital
Illinois
$3.65M -$237K -7,549 -6%
BCFA
19
BP Capital Fund Advisors
Texas
$3.12M +$261K +8,492 +9%
SG Americas Securities
20
SG Americas Securities
New York
$2.88M +$2.88M +91,634 New
CCM
21
Cadence Capital Management
Massachusetts
$2.86M
EVM
22
Eaton Vance Management
Massachusetts
$2.77M -$59.8K -1,900 -2%
Citigroup
23
Citigroup
New York
$2.75M +$513K +16,314 +23%
RCYC
24
Richard C. Young & Co
Rhode Island
$2.57M +$61.4K +1,952 +2%
William Blair & Company
25
William Blair & Company
Illinois
$2.53M -$77.4K -2,460 -3%