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HEP

Holly Energy Partners, L.P.

Delisted

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

94 hedge funds and large institutions have $595M invested in Holly Energy Partners, L.P. in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9394 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

14% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.19M

18% less capital invested

Capital invested by funds: $725M → $595M (-$130M)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
25
Closed
11
Calls
$2.75M
Puts
$3.19M
Net Calls
-$438K
Net Calls Change
-$563K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$105M -$6.26M -321,723 -5%
Blackstone Inc
2
Blackstone Inc
New York
$92.2M +$10.4M +536,581 +12%
EIP
3
Energy Income Partners
Connecticut
$72.9M +$3.82M +196,314 +5%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$63.4M +$6.81M +350,309 +11%
Invesco
5
Invesco
Georgia
$62.6M -$5.34M -274,694 -7%
ClearBridge Investments
6
ClearBridge Investments
New York
$20.6M
JP Morgan Chase
7
JP Morgan Chase
New York
$20.4M -$3.22M -165,548 -13%
Goldman Sachs
8
Goldman Sachs
New York
$20.2M -$2.45M -126,124 -10%
UBS Group
9
UBS Group
Switzerland
$13.3M -$185K -9,502 -1%
Morgan Stanley
10
Morgan Stanley
New York
$12.4M +$3.2M +164,527 +32%
ICA
11
Infrastructure Capital Advisors
New York
$11.1M +$322K +16,572 +3%
BC
12
Brookfield Corp
Ontario, Canada
$10.8M +$763K +39,200 +7%
BG
13
Bollard Group
Massachusetts
$9.62M +$1.05M +54,198 +12%
TCA
14
Tortoise Capital Advisors
Kansas
$9.19M
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$8.19M +$1.24M +63,858 +17%
AWS
16
Arkfeld Wealth Strategies
Nebraska
$7.37M +$215K +11,073 +3%
MHI
17
Miller Howard Investments
New York
$5.29M -$170K -8,723 -3%
Citigroup
18
Citigroup
New York
$4.14M +$796K +40,932 +22%
Allianz Asset Management
19
Allianz Asset Management
Germany
$3.9M -$963K -49,500 -19%
Wells Fargo
20
Wells Fargo
California
$3.42M -$818K -42,036 -18%
Barclays
21
Barclays
United Kingdom
$3.38M -$4.84K -249 -0.1%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.88M -$649K -33,343 -17%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.82M +$39.8K +2,048 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$1.99M +$748K +38,426 +55%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.91M +$2.03M +104,291 New

HEP Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2021, worth a combined $595M — down 18% from $725M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEP positions and 11 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $10.4M. The largest seller was ALPS Advisors, cutting an estimated $6.26M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2021, up from 93 in Q2 2021.
  • Funds reported $595M of Holly Energy Partners, L.P. stock for Q3 2021, down 18% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q3 2021 and 11 closed out, a net change of +1 holder.
  • The largest Holly Energy Partners, L.P. buyer in Q3 2021 was Blackstone Inc, an estimated $10.4M added.
  • The largest Holly Energy Partners, L.P. seller in Q3 2021 was ALPS Advisors, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2021.