Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
109 hedge funds and large institutions have $973M invested in Holly Energy Partners, L.P. in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
6% more funds holding
Funds holding: 103 → 109 (+6)
0.35% more ownership
Funds ownership: 31.97% → 32.32% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $1.06B → $973M (-$87M)
28% less call options, than puts
Call options by funds: $4.1M | Put options by funds: $5.72M
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$15M |
| 2 |
JP Morgan Chase
New York
|
+$8.66M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$7.86M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$8.22M |
| 2 |
O
OppenheimerFunds
New York
|
-$6.45M |
| 3 |
Goldman Sachs
New York
|
-$4.83M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.85M |
| 5 |
SG Americas Securities
New York
|
-$2.88M |
HEP Hedge Fund Activity: Q4 2018 in Review
109 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2018, worth a combined $973M — down 8.2% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HEP positions and 12 closed out — a net gain of 7 holders — while 23 added to existing stakes and 34 trimmed.
The largest buyer was ALPS Advisors, adding an estimated $15M. The largest seller was Spirit of America Management Corp, cutting an estimated $8.22M.
- 109 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2018, up from 103 in Q3 2018.
- Funds reported $973M of Holly Energy Partners, L.P. stock for Q4 2018, down 8.2% quarter-over-quarter.
- 19 funds opened new Holly Energy Partners, L.P. positions in Q4 2018 and 12 closed out, a net change of +7 holders.
- The largest Holly Energy Partners, L.P. buyer in Q4 2018 was ALPS Advisors, an estimated $15M added.
- The largest Holly Energy Partners, L.P. seller in Q4 2018 was Spirit of America Management Corp, an estimated $8.22M sold.
Based on aggregated 13F filings for Q4 2018.