Holly Energy Partners, L.P.
HEP was delisted on the 30th of November, 2023.
87 hedge funds and large institutions have $787M invested in Holly Energy Partners, L.P. in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.
165% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $559K
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
27% more capital invested
Capital invested by funds: $619M → $787M (+$168M)
9% more funds holding
Funds holding: 80 → 87 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46M |
| 2 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$41.3M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$18.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
| 5 |
N
Natixis
Paris,
France
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$40.5M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$38.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$19.8M |
| 4 |
Morgan Stanley
New York
|
-$10.3M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$8.07M |
HEP Hedge Fund Activity: Q3 2023 in Review
87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Holly Energy Partners, L.P. (HEP) for Q3 2023, worth a combined $787M — up 27% from $619M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HEP positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $46M. The largest seller was Mirae Asset Global Investments, cutting an estimated $40.5M.
- 87 institutional investors held Holly Energy Partners, L.P. (HEP) as of Q3 2023, up from 80 in Q2 2023.
- Funds reported $787M of Holly Energy Partners, L.P. stock for Q3 2023, up 27% quarter-over-quarter.
- 13 funds opened new Holly Energy Partners, L.P. positions in Q3 2023 and 6 closed out, a net change of +7 holders.
- The largest Holly Energy Partners, L.P. buyer in Q3 2023 was JP Morgan Chase, an estimated $46M added.
- The largest Holly Energy Partners, L.P. seller in Q3 2023 was Mirae Asset Global Investments, an estimated $40.5M sold.
Based on aggregated 13F filings for Q3 2023.