HEP

Holly Energy Partners, L.P.
HEP

Overview Fund Activity
Delisted

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

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83 hedge funds and large institutions have $571M invested in Holly Energy Partners, L.P. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
32
Reduced
21
Closed
16
Calls
$2.17M
Puts
$890K
Net Calls
+$1.28M
Net Calls Change
-$2.24M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$26.9M
2
EGA
Eagle Global Advisors
Texas
$16.9M
3
ClearBridge Investments
ClearBridge Investments
New York
$21.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
5
Bank of America
Bank of America
North Carolina
$1.68M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$0
2
Wells Fargo
Wells Fargo
California
$1.94M
3
ICA
Infrastructure Capital Advisors
New York
$5.14M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$77.9M
5
N
Natixis
France
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1
ALPS Advisors
Colorado
$119M +$426K +24,544 +0.4%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$77.9M -$2.01M -115,756 -3%
EIP
3
Energy Income Partners
Connecticut
$63.4M -$1.64M -94,433 -3%
Invesco
4
Invesco
Georgia
$56.5M +$690K +39,702 +1%
Blackstone Inc
5
Blackstone Inc
New York
$52.6M -$1.72M -99,002 -3%
Morgan Stanley
6
Morgan Stanley
New York
$26.9M +$7.97M +458,838 +42%
Goldman Sachs
7
Goldman Sachs
New York
$21.7M +$306K +17,610 +1%
ClearBridge Investments
8
ClearBridge Investments
New York
$21.7M +$2.37M +136,700 +12%
EGA
9
Eagle Global Advisors
Texas
$16.9M +$6.8M +391,760 +67%
UBS Group
10
UBS Group
Switzerland
$15.4M -$217K -12,517 -1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$14.5M +$2.21M +127,176 +18%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$11.8M -$166K -5,666 -1%
BG
13
Bollard Group
Massachusetts
$10.7M +$150K +8,630 +1%
SIM
14
Strategic Income Management
Washington
$7.89M -$667K -38,374 -8%
AWS
15
Arkfeld Wealth Strategies
Nebraska
$7.5M +$42.6K +2,446 +0.6%
MHI
16
Miller Howard Investments
New York
$5.18M +$70.2K +4,043 +1%
ICA
17
Infrastructure Capital Advisors
New York
$5.14M -$2.4M -138,435 -32%
First Trust Advisors
18
First Trust Advisors
Illinois
$3.11M -$157K -9,033 -5%
IG
19
ING Group
Netherlands
$2.65M +$400K +23,000 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$2.35M +$792K +45,610 +51%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.25M +$1.82K +105 +0.1%
Wells Fargo
22
Wells Fargo
California
$1.94M -$2.53M -145,736 -57%
N
23
Natixis
France
$1.87M -$1.87M -107,400 -50%
Bank of America
24
Bank of America
North Carolina
$1.68M +$822K +47,340 +96%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.27M – – –
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