HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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114 hedge funds and large institutions have $837M invested in Holly Energy Partners, L.P. in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
37
Reduced
20
Closed
13
Calls
$2.98M
Puts
$9.76M
Net Calls
-$6.78M
Net Calls Change
-$5.41M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
$158M
2
Morgan Stanley
Morgan Stanley
New York
$27.4M
3
Citigroup
Citigroup
New York
$19.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.5M
5
Goldman Sachs
Goldman Sachs
New York
$46M

Top Sellers

1
AA
ALPS Advisors
Colorado
$671K
2
AR
Advisory Research
Illinois
$0
3
UBS Group
UBS Group
Switzerland
$33.6M
4
MGAM
McGowan Group Asset Management
Texas
$0
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1
Tortoise Capital Advisors
Kansas
$158M +$22.4M +884,872 +16%
Invesco
2
Invesco
Georgia
$154M -$101 -4 -0%
EIP
3
Energy Income Partners
Connecticut
$137M +$3.78M +149,513 +3%
Goldman Sachs
4
Goldman Sachs
New York
$46M +$8.43M +333,630 +22%
ClearBridge Investments
5
ClearBridge Investments
New York
$42.2M – – –
UBS Group
6
UBS Group
Switzerland
$33.6M -$8.88M -351,559 -21%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$32.5M +$10.2M +405,596 +46%
BPSG
8
Brookfield Public Securities Group
New York
$28.7M +$28.7M +1,137,475 New
Morgan Stanley
9
Morgan Stanley
New York
$27.4M +$18.9M +747,632 +221%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$26.7M +$4.5M +177,888 +20%
Citigroup
11
Citigroup
New York
$19.3M +$18.4M +728,848 +2,206%
TA
12
Tiedemann Advisors
New York
$13.5M +$2.48M +98,133 +22%
BG
13
Bollard Group
Massachusetts
$8.09M +$575K +22,735 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$7.93M +$5.88M +232,672 +287%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$6.25M +$4.98M +197,173 +393%
First Trust Advisors
16
First Trust Advisors
Illinois
$5.41M -$303K -11,988 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.36M -$284K -11,232 -5%
Bank of America
18
Bank of America
North Carolina
$5.18M +$3.11M +123,219 +151%
Marshall Wace
19
Marshall Wace
United Kingdom
$4.97M +$4.97M +196,855 New
HF
20
HRT Financial
New York
$4.66M +$4.66M +184,551 New
CCM
21
Cadence Capital Management
Massachusetts
$3.67M – – –
SOAMC
22
Spirit of America Management Corp
New York
$3.4M -$182K -7,200 -5%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.37M +$2.29M +90,655 +212%
GIM
24
Groesbeck Investment Management
New Jersey
$3.24M +$382K +15,115 +13%
DAC
25
Dividend Assets Capital
South Carolina
$3.14M +$75.8K +3,000 +2%
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