Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
101 hedge funds and large institutions have $477M invested in Holly Energy Partners, L.P. in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 25 closing their positions.
12% less funds holding
Funds holding: 115 → 101 (-14)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
36% less capital invested
Capital invested by funds: $747M → $477M (-$269M)
48% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 25
75% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $4.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$118M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$57.1M |
| 3 |
Goldman Sachs
New York
|
+$24.4M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$7.42M |
| 5 |
JP Morgan Chase
New York
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$107M |
| 2 |
BPSG
Brookfield Public Securities Group
New York
|
-$29.8M |
| 3 |
Morgan Stanley
New York
|
-$19.7M |
| 4 |
ClearBridge Investments
New York
|
-$10.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.91M |
HEP Hedge Fund Activity: Q1 2020 in Review
101 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2020, worth a combined $477M — down 36% from $747M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of HEP and 13 opened new positions — a net loss of 12 holders — while 38 trimmed existing stakes and 25 added.
The largest buyer was ALPS Advisors, adding an estimated $118M. The largest seller was Tortoise Capital Advisors, cutting an estimated $107M.
- 101 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2020, down from 115 in Q4 2019.
- Funds reported $477M of Holly Energy Partners, L.P. stock for Q1 2020, down 36% quarter-over-quarter.
- 13 funds opened new Holly Energy Partners, L.P. positions in Q1 2020 and 25 closed out, a net change of -12 holders.
- The largest Holly Energy Partners, L.P. buyer in Q1 2020 was ALPS Advisors, an estimated $118M added.
- The largest Holly Energy Partners, L.P. seller in Q1 2020 was Tortoise Capital Advisors, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2020.