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HEP - Holly Energy Partners LP Stock Price, Fair Value and News
24.89
USD
+0.45
(+1.84%)
Delayed
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Funds-Owners-Holders
Which funds bought or sold HEP recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-03
HUNTINGTON NATIONAL BANK
UNCHANGED
Premium
Premium
Premium
Premium
2.00
2024-03-27
NOMURA HOLDINGS INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-03-22
PNC Financial Services Group, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-03-01
GOLDMAN SACHS GROUP INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-16
HARBOUR INVESTMENTS, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
MONETA GROUP INVESTMENT ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
Westchester Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
JANE STREET GROUP, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
BARCLAYS PLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
MERCER GLOBAL ADVISORS INC /ADV
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Clarkston Capital Partners, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Blackstone Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
GUGGENHEIM CAPITAL LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Royal Bank of Canada
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
TORTOISE CAPITAL ADVISORS, L.L.C.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
BASSO CAPITAL MANAGEMENT, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
DIVIDEND ASSETS CAPITAL, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
ALPS ADVISORS INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Energy Income Partners, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
LPL Financial LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
UNITED CAPITAL FINANCIAL ADVISERS, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
NEXPOINT ASSET MANAGEMENT, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
CAPTRUST FINANCIAL ADVISORS
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Parallax Volatility Advisers, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
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1–25 of 71
Which funds are the top buyers of HEP?
Fund Name
# Shares
$ Value
% Port.
Strategic Income Management, LLC
377,730
8,294,950
15.91%
ROOSEVELT INVESTMENT GROUP LLC
37,703
619,000
0.04%
Salient Capital Advisors, LLC
35,524
583,000
0.03%
HYA Advisors, Inc
22,783
365,000
0.14%
Carroll Financial Associates, Inc.
721
11,000
-
Crescent Capital Consulting, LLC
500
8,000
-
HUNTINGTON NATIONAL BANK
2.00
41.00
-
First Trust Capital Management L.P.
-
-
-
GUGGENHEIM CAPITAL LLC
-
-
-
Rows per page:
10
1–10 of 71
Which funds have put a big percent of portfolio in HEP?
Fund Name
$ Value
% Port.
Strategic Income Management, LLC
8,294,950
15.91%
HYA Advisors, Inc
365,000
0.14%
ROOSEVELT INVESTMENT GROUP LLC
619,000
0.04%
Salient Capital Advisors, LLC
583,000
0.03%
BASSO CAPITAL MANAGEMENT, L.P.
-
-
Parallax Volatility Advisers, L.P.
-
-
CAPTRUST FINANCIAL ADVISORS
-
-
NEXPOINT ASSET MANAGEMENT, L.P.
-
-
NEUBERGER BERMAN GROUP LLC
-
-
Rows per page:
10
1–10 of 71
Trend of No. of funds that hold HEP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Salient Capital Advisors, LLC
583,000
Additions
Fund Name
% Increased
ROOSEVELT INVESTMENT GROUP LLC
5.6
HYA Advisors, Inc
2.1
Reductions
Fund Name
% Reduced
Strategic Income Management, LLC
-15.62
Strategic Income Management, LLC
-15.62
Sold off
Fund Name
$ Sold
ALPS ADVISORS INC
-173,029,000
JPMORGAN CHASE & CO
-65,683,800
Blackstone Inc.
-63,967,500
GOLDMAN SACHS GROUP INC
-44,226,400
First Trust Capital Management L.P.
-43,345,100
Energy Income Partners, LLC
-36,854,500
UBS Group AG
-32,068,300
Clearbridge Investments, LLC
-30,005,400