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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 $588M invested in Holly Energy Partners, L.P. in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $1.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $523M → $588M (+$64.7M)

1% more funds holding

Funds holding: 9394 (+1)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
10
Calls
$4.64M
Puts
$1.11M
Net Calls
+$3.53M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$124M +$5.45M +298,097 +5%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$83.3M +$992K +54,275 +1%
EIP
3
Energy Income Partners
Connecticut
$67.9M +$740K +40,488 +1%
Invesco
4
Invesco
Georgia
$58.2M -$1.83M -100,053 -3%
Blackstone Inc
5
Blackstone Inc
New York
$56.7M -$4.72M -257,972 -8%
Goldman Sachs
6
Goldman Sachs
New York
$22.3M +$348K +19,027 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$20.2M
Morgan Stanley
8
Morgan Stanley
New York
$19.8M +$5.61M +307,079 +39%
UBS Group
9
UBS Group
Switzerland
$16.3M -$5.38M -294,366 -25%
JP Morgan Chase
10
JP Morgan Chase
New York
$12.8M -$2.87M -157,021 -18%
BG
11
Bollard Group
Massachusetts
$11M -$67.7K -3,702 -0.6%
EGA
12
Eagle Global Advisors
Texas
$10.5M +$10.6M +582,039 New
SIM
13
Strategic Income Management
Washington
$8.95M +$9M +492,419 New
AWS
14
Arkfeld Wealth Strategies
Nebraska
$8.03M -$169K -9,271 -2%
ICA
15
Infrastructure Capital Advisors
New York
$7.87M -$3.39M -185,225 -30%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$7.39M -$3.98M -217,501 -35%
MHI
17
Miller Howard Investments
New York
$5.33M +$15K +819 +0.3%
Wells Fargo
18
Wells Fargo
California
$4.66M -$486K -26,580 -9%
N
19
Natixis
France
$3.89M +$1.96M +107,400 +100%
First Trust Advisors
20
First Trust Advisors
Illinois
$3.41M -$475K -25,987 -12%
Deutsche Bank
21
Deutsche Bank
Germany
$2.76M -$1.13M -61,990 -29%
IG
22
ING Group
Netherlands
$2.34M +$1.24M +68,000 +111%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.34M +$85.8K +4,693 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.63M +$212K +11,575 +15%
TIS
25
Tortoise Index Solutions
Kansas
$1.6M +$230K +12,571 +29%

HEP Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q4 2022, worth a combined $588M — up 12% from $523M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEP positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $10.6M. The largest seller was UBS Group, cutting an estimated $5.38M.

  • 94 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $588M of Holly Energy Partners, L.P. stock for Q4 2022, up 12% quarter-over-quarter.
  • 12 funds opened new Holly Energy Partners, L.P. positions in Q4 2022 and 10 closed out, a net change of +2 holders.
  • The largest Holly Energy Partners, L.P. buyer in Q4 2022 was Eagle Global Advisors, an estimated $10.6M added.
  • The largest Holly Energy Partners, L.P. seller in Q4 2022 was UBS Group, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2022.