Holly Energy Partners LP
HEPDelisted Dec 1, 2023- Industry
- Pipe Lines (No Natural Gas)
- SEC CIK
- 0001283140
Holly Energy Partners LP was delisted on Dec 1, 2023; its insiders filed their last Form 4 on Dec 4, 2023; 87 institutions reported holding it in 13F filings for Q3 2023, worth $786.7M in total; no superinvestor held it.
Q2 2023 vs. Q1 2023
How the institutions holding Holly Energy Partners LP changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 83 | 80 | −3 |
| Shares | 32.6M | 33.4M | +851.3K (+2.6%) |
| Value | $570.9M | $618.9M | +$47.9M (+8.4%) |
New holders (6)
Institutions that held Holly Energy Partners LP at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Exchange Traded Concepts, LLC | 42,847 | $792.7K | 0.02% |
| CFM Wealth Partners LLC | 35,521 | $657.1K | 0.16% |
| Mercer Global Advisors Inc | 29,206 | $540.0K | 0.00% |
| Basso Capital Management, L.P. | 8,400 | $155.4K | 0.17% |
| Group One Trading, L.P. | 200 | $3.70K | 0.00% |
| Stephens Consulting, LLC | 200 | $3.70K | 0.00% |
Sold out (9)
Institutions that held Holly Energy Partners LP at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Raymond James & Associates | 44,413 | $771.5K |
| Jump Financial, LLC | 15,100 | $262.3K |
| Neuberger Berman Group LLC | 10,800 | $187.6K |
| Arrow Investment Advisors, LLC | 10,744 | $186.6K |
| AE Wealth Management LLC | 10,521 | $182.8K |
| Tower Research Capital LLC (TRC) | 3,058 | $53.0K |
| Belpointe Asset Management LLC | 1,500 | $26.1K |
| Simplex Trading, LLC | 802 | $13.0K |
| FMR LLC | 1 | $17 |