Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
103 hedge funds and large institutions have $444M invested in Holly Energy Partners, L.P. in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
10% more capital invested
Capital invested by funds: $404M → $444M (+$39.7M)
10% more funds holding
Funds holding: 94 → 103 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
28% less call options, than puts
Call options by funds: $1.65M | Put options by funds: $2.3M
45% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
+$4.71M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$3.47M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.44M |
| 4 |
JP Morgan Chase
New York
|
+$1.24M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.26M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$5.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.03M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.57M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$3.37M |
HEP Hedge Fund Activity: Q4 2020 in Review
103 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2020, worth a combined $444M — up 9.8% from $404M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HEP positions and 13 closed out — a net gain of 9 holders — while 18 added to existing stakes and 33 trimmed.
The largest buyer was Infrastructure Capital Advisors, opening a new position worth an estimated $4.71M. The largest seller was Wells Fargo, cutting an estimated $8.26M.
- 103 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2020, up from 94 in Q3 2020.
- Funds reported $444M of Holly Energy Partners, L.P. stock for Q4 2020, up 9.8% quarter-over-quarter.
- 22 funds opened new Holly Energy Partners, L.P. positions in Q4 2020 and 13 closed out, a net change of +9 holders.
- The largest Holly Energy Partners, L.P. buyer in Q4 2020 was Infrastructure Capital Advisors, an estimated $4.71M added.
- The largest Holly Energy Partners, L.P. seller in Q4 2020 was Wells Fargo, an estimated $8.26M sold.
Based on aggregated 13F filings for Q4 2020.