We are live on ! Find out more
HEP

Holly Energy Partners, L.P.

Delisted

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

92 hedge funds and large institutions have $565M invested in Holly Energy Partners, L.P. in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $520M → $565M (+$45.3M)

1% more funds holding

Funds holding: 9192 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.91M

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
10
Calls
$1.21M
Puts
$2.91M
Net Calls
-$1.7M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$122M +$17.3M +976,822 +16%
Blackstone Inc
2
Blackstone Inc
New York
$72.2M -$10.7M -604,553 -13%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$69.1M -$1.04M -58,564 -1%
EIP
4
Energy Income Partners
Connecticut
$63.4M +$846K +47,768 +1%
Invesco
5
Invesco
Georgia
$58.8M +$344K +19,400 +0.6%
ClearBridge Investments
6
ClearBridge Investments
New York
$19.8M
UBS Group
7
UBS Group
Switzerland
$16.7M +$1.37M +77,033 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$16.6M +$2.96M +167,049 +22%
Goldman Sachs
9
Goldman Sachs
New York
$15.9M +$1.57M +88,387 +11%
Morgan Stanley
10
Morgan Stanley
New York
$12.9M +$5.09M +287,292 +65%
ICA
11
Infrastructure Capital Advisors
New York
$10.6M -$89.4K -5,046 -0.8%
BG
12
Bollard Group
Massachusetts
$10.3M +$980K +55,291 +10%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$8.92M +$79.6K +4,490 +0.9%
AWS
14
Arkfeld Wealth Strategies
Nebraska
$8.18M +$283K +15,965 +4%
MHI
15
Miller Howard Investments
New York
$5.36M -$175K -9,895 -3%
Bank of America
16
Bank of America
North Carolina
$4.74M +$1.3M +73,180 +38%
Deutsche Bank
17
Deutsche Bank
Germany
$3.83M +$4.96K +280 +0.1%
Wells Fargo
18
Wells Fargo
California
$3.73M -$405K -22,840 -10%
First Trust Advisors
19
First Trust Advisors
Illinois
$3.59M -$509K -28,718 -12%
Citigroup
20
Citigroup
New York
$3.04M -$467K -26,338 -13%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.96M +$601K +33,900 +25%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.63M -$32K -1,808 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.42M +$549 +31 +0.7%
N
24
Natixis
France
$2.03M +$2.03M +114,600 New
AC
25
Annandale Capital
Texas
$1.34M -$70.9K -4,000 -5%

HEP Hedge Fund Activity: Q1 2022 in Review

92 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q1 2022, worth a combined $565M — up 8.7% from $520M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HEP positions and 10 closed out — a net gain of 3 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $17.3M. The largest seller was Blackstone Inc, cutting an estimated $10.7M.

  • 92 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $565M of Holly Energy Partners, L.P. stock for Q1 2022, up 8.7% quarter-over-quarter.
  • 13 funds opened new Holly Energy Partners, L.P. positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q1 2022 was ALPS Advisors, an estimated $17.3M added.
  • The largest Holly Energy Partners, L.P. seller in Q1 2022 was Blackstone Inc, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2022.