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Holly Energy Partners (HEP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Holly Energy Partners (NYSE:HEP)

Current
Institutional Ownership
Percentage
25.30%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$85.77M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$84.15M
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HEP Institutional Buying and Selling by Quarter

Holly Energy Partners Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2023Citigroup Inc.157,901$3.47M0.0%-15.7%0.125%
11/15/2023Alps Advisors Inc.7,879,287$173.03M1.4%+12.9%6.232%
11/15/2023Glenmede Trust Co. NA31,661$695K0.0%-52.2%0.025%
11/14/2023Blackstone Inc.2,912,908$63.97M0.3%-3.6%2.304%
11/14/2023Infrastructure Capital Advisors LLC299,446$6.58M0.8%-2.7%0.237%
11/14/2023Alpine Global Management LLC96,168$2.11M0.5%N/A0.076%
11/14/2023Nomura Holdings Inc.115,000$2.53M0.0%N/A0.091%
11/13/2023Clearbridge Investments LLC1,366,367$30.01M0.0%+6.1%1.081%
11/13/2023Invesco Ltd.1,237,167$27.17M0.0%-43.3%0.978%
11/13/2023Strategic Income Management LLC377,730$8.30M15.9%-15.6%0.299%
11/13/2023PNC Financial Services Group Inc.20,000$439K0.0%+78.6%0.016%
11/9/2023Citigroup Inc.157,901$3.47M0.0%-15.7%0.125%
11/9/2023UBS Group AG1,460,304$32.07M0.0%+65.5%1.155%
11/8/2023HighTower Advisors LLC126,949$2.79M0.0%+2.4%0.100%
11/8/2023Westchester Capital Management LLC389,293$8.55M0.2%N/A0.308%
11/8/2023New York Life Investment Management LLC121,646$2.67M0.0%N/A0.096%
11/7/2023Barclays PLC40,945$901K0.0%+58,392.9%0.032%
10/30/2023Eagle Global Advisors LLC949,800$20.86M1.4%-28.9%0.751%
10/27/2023ING Groep NV410,300$9.01M0.1%+83.7%0.325%
10/26/2023Mirae Asset Global Investments Co. Ltd.2,897,471$63.63M0.1%-40.1%2.292%
10/24/2023 Maryland State Retirement & Pension System37,770$829K0.0%-21.4%0.030%
10/24/2023 Cambridge Investment Research Advisors Inc.9,980$219K0.0%-8.9%0.008%
10/19/2023 Spirit of America Management Corp NY39,419$866K0.2%+5.3%0.031%
10/18/2023 Miller Howard Investments Inc. NY293,077$6.44M0.2%-0.6%0.232%
10/18/2023 Exchange Traded Concepts LLC53,319$1.17M0.0%+24.4%0.042%
10/16/2023 Capital Investment Advisors LLC39,383$865K0.0%-8.5%0.031%
10/16/2023 Arkfeld Wealth Strategies L.L.C.444,311$9.40M6.8%+0.3%0.351%
8/15/2023Infrastructure Capital Advisors LLC307,615$5.69M0.5%+4.0%0.243%
8/15/2023Bollard Group LLC621,872$11.51M0.4%+0.8%0.492%
8/11/2023Clearbridge Investments LLC1,288,284$23.83M0.0%+3.0%1.019%
8/10/2023Mirae Asset Global Investments Co. Ltd.4,835,781$89.46M0.2%+7.9%3.825%
8/10/2023Citigroup Inc.187,413$3.47M0.0%+56,011.7%0.148%
8/9/2023BNP Paribas Arbitrage SNC79,685$1.47M0.0%+35.7%0.063%
8/9/2023Strategic Income Management LLC447,645$8.28M15.6%-1.4%0.354%
8/4/2023Fractal Investments LLC48,329$894K0.2%-10.0%0.038%
8/3/2023Van ECK Associates Corp5,093$94K0.0%+13.1%0.004%
7/31/2023LPL Financial LLC27,267$504K0.0%-3.3%0.022%
7/24/2023 Arkfeld Wealth Strategies L.L.C.443,035$8.47M6.1%+2.7%0.350%
7/21/2023Eagle Global Advisors LLC1,335,496$24.71M1.6%+37.1%1.056%
7/21/2023 Miller Howard Investments Inc. NY294,788$5.45M0.2%-1.2%0.233%
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7/20/2023 Exchange Traded Concepts LLC42,847$793K0.0%N/A0.034%
7/14/2023 CFM Wealth Partners LLC35,521$657K0.2%N/A0.028%
7/12/2023Pacer Advisors Inc.9,178$170K0.0%-21.6%0.007%
7/11/2023 Maryland State Retirement & Pension System48,076$889K0.0%+3.1%0.038%
5/15/2023Infrastructure Capital Advisors LLC295,724$5.14M0.6%-31.9%0.234%
5/15/2023Strategic Income Management LLC454,045$7.89M8.3%-7.8%0.359%
5/12/2023Bollard Group LLC617,058$10.72M0.4%+1.4%0.488%
5/12/2023Clearbridge Investments LLC1,250,267$21.72M0.0%+12.3%0.989%
5/12/2023CIBC Private Wealth Group LLC402,041$11.80M0.0%-1.4%0.318%
5/11/2023Tortoise Index Solutions LLC47,666$828K0.2%-13.8%0.038%
5/10/2023Grey Street Capital LLC20,674$359K0.3%N/A0.016%
5/9/2023ING Groep NV152,300$2.65M0.0%+17.8%0.120%
5/8/2023Eagle Global Advisors LLC973,799$16.92M1.1%+67.3%0.770%
5/5/2023Cullen Frost Bankers Inc.12,490$217K0.0%-37.6%0.010%
5/4/2023Mirae Asset Global Investments Co. Ltd.4,483,146$77.87M0.2%-2.5%3.546%
5/3/2023Jump Financial LLC15,100$262K0.0%N/A0.012%
5/3/2023 Miller Howard Investments Inc. NY298,419$5.18M0.2%+1.4%0.236%
4/20/2023 Maryland State Retirement & Pension System46,627$810K0.0%+331.7%0.037%
4/17/2023 Arkfeld Wealth Strategies L.L.C.431,306$7.51M5.3%+0.6%0.341%
4/14/2023 Raymond James & Associates44,413$771K0.0%+2.6%0.035%
2/24/2023Natixis214,800$3.89M0.0%+100.0%0.170%
2/15/2023Energy Income Partners LLC3,745,137$67.86M1.5%+1.1%2.962%
2/15/2023Alps Advisors Inc.6,821,862$123.61M1.1%+4.6%5.395%
2/15/2023Arrow Investment Advisors LLC10,714$194K0.1%-12.9%0.008%
2/13/2023Infrastructure Capital Advisors LLC434,159$7.87M1.2%-29.9%0.343%
2/13/2023Tortoise Index Solutions LLC55,319$1.60M0.3%+29.4%0.044%
2/13/2023CIBC Private Wealth Group LLC407,707$7.39M0.0%-34.8%0.322%
2/13/2023ING Groep NV129,300$2.34M0.0%+110.9%0.102%
2/10/2023Bollard Group LLC608,428$11.03M0.4%-0.6%0.481%
2/10/2023HRT Financial LP33,970$615K0.0%+70.5%0.027%
2/10/2023Strategic Income Management LLC492,419$8.95M7.2%N/A0.389%
2/9/2023Mirae Asset Global Investments Co. Ltd.4,598,902$83.33M0.2%+1.2%3.637%
2/9/2023First Trust Advisors LP188,234$3.41M0.0%-12.1%0.149%
2/9/2023HighTower Advisors LLC129,329$2.34M0.0%+3.8%0.102%
2/9/2023Mercer Global Advisors Inc. ADV28,242$512K0.0%+4.6%0.022%
2/8/2023Belpointe Asset Management LLC2,500$45K0.0%N/A0.002%
2/8/2023UBS Group AG897,566$16.26M0.0%-24.7%0.710%
2/7/2023Eagle Global Advisors LLC582,039$10.55M0.7%N/A0.460%
2/7/2023LPL Financial LLC27,177$492K0.0%+21.2%0.021%
2/6/2023Pacer Advisors Inc.11,608$210K0.0%+16.1%0.009%
2/2/2023 Miller Howard Investments Inc. NY294,376$5.33M0.2%+0.3%0.233%
1/26/2023 GraniteShares Advisors LLC34,094$618K0.5%-28.8%0.027%
1/23/2023 Arkfeld Wealth Strategies L.L.C.428,860$8.03M5.3%-2.1%0.339%
1/20/2023 CFM Wealth Partners LLC35,521$644K0.1%N/A0.028%
1/18/2023 Maryland State Retirement & Pension System10,800$196K0.0%N/A0.009%
1/5/2023 Capital Investment Advisors LLC43,944$796K0.0%-7.9%0.035%
11/16/2022Arrow Investment Advisors LLC12,299$202K0.2%-10.3%0.010%
11/15/2022Tortoise Index Solutions LLC42,748$701K0.1%+2.2%0.034%
11/14/2022United Capital Financial Advisers LLC19,317$317K0.0%+11.0%0.015%
11/14/2022Energy Income Partners LLC3,704,649$60.79M1.4%+1.4%2.930%
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11/14/2022Guggenheim Capital LLC18,963$311K0.0%+8.1%0.015%
11/14/2022Blackstone Inc.3,387,525$55.59M0.2%-10.7%2.679%
11/14/2022ING Groep NV61,300$1.01M0.0%N/A0.048%
11/10/2022Bank of Montreal Can100,600$1.87M0.0%-40.1%0.080%
11/10/2022UBS Group AG1,191,932$19.56M0.0%+26.7%0.943%
11/9/2022Bollard Group LLC612,130$10.05M0.4%+1.5%0.484%
11/8/2022Advisors Asset Management Inc.43,810$719K0.0%-2.7%0.035%
11/8/2022Apollon Wealth Management LLC12,825$210K0.0%N/A0.010%
11/3/2022Barclays PLC10,294$169K0.0%-96.5%0.008%
10/28/2022Tiedemann Advisors LLC76,179$1.25M0.1%+36.2%0.060%
(Data available from 1/1/2016 forward)

HEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEP shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Holly Energy Partners. The most heavily invested institutionals were Alps Advisors Inc. ($173.03M), Energy Income Partners LLC ($67.86M), Blackstone Inc. ($63.97M), Mirae Asset Global Investments Co. Ltd. ($63.63M), UBS Group AG ($32.07M), Clearbridge Investments LLC ($30.01M), and Invesco Ltd. ($27.17M).Learn more on HEP's institutional investors.

What percentage of Holly Energy Partners stock is owned by institutional investors?

25.30% of Holly Energy Partners stock is owned by institutional investors. Learn more on HEP's institutional investor holdings.

Which institutional investors have been buying Holly Energy Partners stock?

Of the 48 institutional investors that purchased Holly Energy Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Eagle Global Advisors LLC ($1.34M), Alps Advisors Inc. ($1.20M), UBS Group AG ($828.68K), Strategic Income Management LLC ($492.42K), Mirae Asset Global Investments Co. Ltd. ($406.91K), Westchester Capital Management LLC ($389.29K), and ING Groep NV ($339.30K).

How much institutional buying is happening at Holly Energy Partners?

Institutional investors have bought a total of 6,731,212 shares in the last 24 months. This purchase volume represents approximately $130.63M in transactions.

Which Holly Energy Partners major shareholders have been selling company stock?

Of the 34 institutional investors that sold Holly Energy Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($2.46M), Blackstone Inc. ($1.12M), Invesco Ltd. ($946.29K), Eagle Global Advisors LLC ($385.70K), Pacer Advisors Inc. ($381.03K), Infrastructure Capital Advisors LLC ($331.83K), and UBS Group AG ($296.27K).

How much institutional selling is happening at Holly Energy Partners?

Institutional investors have sold a total of 7,159,046 shares in the last 24 months. This volume of shares sold represents approximately $139.61M in transactions.


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This page (NYSE:HEP) was last updated on 4/26/2024 by MarketBeat.com Staff

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