Join this Featured Workgroup!
Elite Investors

This group is for elite investors and traders that are dedicated to participating in an active community that wants to learn from each other, share their research, and work together to do deep analysis of securities. The moderator of this group taught securities analysis at UCLA and is dedicated to helping other investors improve their abilities.

In this private group, membership is restricted and regular contributions are required. Any member not contributing on a regular basis will be removed to make room for a new member.

In your application messsage, please share your background and what you can contribute to the group.


SecurityHEP / Holly Energy Partners L.P. (435763107)
IndustryPipelines, Except Natural Gas
Institutional Owners111
Institutional Shares29,699,837 - 28.17%
Common Shares Outstanding105,421,124 shares (as of 2018-03-31)
Institutional Value$ 3,791,807,000 USD

Institutional Stock Ownership and Shareholders()

HEP / Holly Energy Partners L.P. Institutional Ownership

Holly Energy Partners L.P. (NYSE:HEP) has 111 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 29,699,837 shares. Largest shareholders include Energy Income Partners, LLC, Oppenheimer Funds Inc, Alps Advisors Inc, Tortoise Capital Advisors, L.l.c., UBS Group AG, Clearbridge Investments, LLC, Goldman Sachs Group Inc, JP Morgan Chase & Co, Tiedemann Wealth Management, Llc, and Spirit Of America Management Corp/ny.
Holly Energy Partners L.P. (NYSE:HEP) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

Embed this chart! (it updates automatically)
<a href="https://fintel.io/so/us/hep"><img src="https://images.fintel.io/us-hep-so.png" alt="HEP / Holly Energy Partners L.P. Institutional Ownership"><a>

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-05-11 13F-HR MARINER INVESTMENT GROUP LLC 72,900 0 -100.00 2,369 0 -100.00
2018-05-14 13F-HR Uniplan Investment Counsel, Inc. 271,606 121,862 -55.13 8,824 3,359 -61.93
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 6,939 3,461 -50.12 225 95 -57.78
2018-07-20 13F-HR North Star Investment Management Corp. 1,780 1,780 0.00 49 50 2.04
2018-05-15 13F-HR WOLVERINE TRADING, LLC Call 6,400 7,900 23.44 208 218 4.81
2018-05-15 13F-HR ADVISORY RESEARCH INC 154,535 154,535 0.00 5,021 4,261 -15.14
2018-05-07 13F-HR Keel Point, LLC 8,000 8,000 0.00 260 221 -15.00
2018-05-03 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 2,434 2,544 4.52 79 70 -11.39
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 6,741 0 -100.00 219 0 -100.00
2018-05-08 13F-HR Penserra Capital Management LLC 1,578 786 -50.19 51 21 -58.82
2018-05-15 13F-HR CREDIT SUISSE AG/ 13,817 18,215 31.83 449 502 11.80
2017-07-27 13F-HR Spot Trading L.l.c. Put 7,200 234
2018-05-15 13F-HR GUGGENHEIM CAPITAL LLC 133,682 133,684 0.00 4,343 3,686 -15.13
2018-07-19 13F-HR Municipal Employees' Retirement System of Michigan 206,740 206,740 0.00 5,700 5,842 2.49
2018-05-14 13F-HR MONETARY MANAGEMENT GROUP INC 10,100 10,100 0.00 328 278 -15.24
2018-05-15 13F-HR DEUTSCHE BANK AG\ 70,941 51,504 -27.40 2,304 1,419 -38.41
2018-05-11 13F-HR BNP PARIBAS ARBITRAGE, SA 17,210 24,206 40.65 559,153 667,359 19.35
2018-07-10 13F-HR Grassi Investment Management 8,600 8,600 0.00 237 243 2.53
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 30,316 31,235 3.03 984 861 -12.50
2018-05-15 13F-HR WOLVERINE TRADING, LLC 7,634 21,183 177.48 248 584 135.48
2018-05-15 13F-HR TORTOISE CAPITAL ADVISORS, L.L.C. 2,879,080 79,376
2018-05-07 13F-HR BP Capital Fund Advisors, LLC 111,195 110,092 -0.99 3,613 3,035 -16.00
2018-05-11 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 3,300 3,100 -6.06 107 85 -20.56
2018-05-08 13F-HR Richard C. Young & CO., LTD. 70,977 76,585 7.90 2,306 2,111 -8.46
2018-05-11 13F-HR CULLEN/FROST BANKERS, INC. 21,000 23,400 11.43 682 645 -5.43
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 105,361 94,714 -10.11 3,424 2,611 -23.74
2018-05-01 13F-HR Plante Moran Financial Advisors, LLC 1,440 1,440 0.00 47 40 -14.89
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 95,000 53,700 -43.47 3,087 1,481 -52.02
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 6,050 3,331 -44.94 197 91 -53.81
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 2,000 2,000 0.00 55 57 3.64
2018-07-10 13F-HR SANDERS MORRIS HARRIS INC. 14,612 14,612 0.00 403 413 2.48
2018-05-15 13F-HR GLENMEDE TRUST CO NA 62,737 62,737 0.00 2,038 2,038 0.00
2018-05-01 13F-HR ALPS ADVISORS INC 3,435,116 3,294,608 -4.09 111,607 90,832 -18.61
2018-05-17 13F-HR Strategic Capital Advisers, Inc. 6,832 6,832 0.00 222 222 0.00
2018-05-14 13F-HR McGowan Group Asset Management, Inc. 240,449 244,259 1.58 7,812 6,734 -13.80
2017-05-15 13F-HR Perkins Investment Management, LLC 20,000 20,000 0.00 641 714 11.39
2018-05-02 13F-HR Tradewinds Capital Management, LLC 700 23 19 -17.39
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 1,934,720 1,615,159 -16.52 62,859 44,531 -29.16
2018-05-10 13F-HR TORONTO DOMINION BANK 47 0 -100.00 1 0 -100.00
2018-05-15 13F-HR Energy Income Partners, LLC 6,425,272 6,516,484 1.42 208,758 179,659 -13.94
2018-05-15 13F-HR WOLVERINE TRADING, LLC Put 20,200 41,000 102.97 656 1,130 72.26
2018-05-15 13F-HR Williams Jones & Associates LLC 36,600 35,070 -4.18 1,189 967 -18.67
2018-05-15 13F-HR BALYASNY ASSET MANAGEMENT LLC 125,000 0 -100.00 4,061 0 -100.00
2018-06-26 13F-HR/A AVALON ADVISORS, LLC 41,184 42,745 3.79 1,338 1,178 -11.96
2018-05-17 13F-HR Atlantic Trust Group, LLC 200 200 0.00 6 6 0.00
2018-05-14 13F-HR MORGAN STANLEY 307,389 298,587 -2.86 9,987 8,232 -17.57
2018-05-11 13F-HR VAN ECK ASSOCIATES CORP 30,405 27,383 -9.94 988 755 -23.58
2018-05-15 13F-HR PEAK6 Investments, L.P. Put 5,000 13,300 166.00 162 367 126.54
2018-04-10 13F-HR Gradient Investments LLC 20 1
2018-05-10 13F-HR KINGS POINT CAPITAL MANAGEMENT 2,000 2,000 0.00 65 55 -15.38
2018-05-11 13F-HR Cutler Group LP 1,091 4,991 357.47 35 137 291.43
2018-04-26 13F-HR SIMPLEX TRADING, LLC Put 1 5 400.00 0 3
2018-05-08 13F-HR US BANCORP \DE\ 796 1,796 125.63 26 50 92.31
2018-04-18 13F-HR REGIONS FINANCIAL CORP 3,391 3,391 0.00 110 94 -14.55
2018-07-10 13F-HR SPIRIT OF AMERICA MANAGEMENT CORP/NY 457,075 423,375 -7.37 12,602 11,964 -5.06
2018-05-14 13F-HR Barnett & Company, Inc. 1,650 1,470 -10.91 54 41 -24.07
2018-01-25 13F-HR Concannon Wealth Management, LLC 111 0 -100.00 4 0 -100.00
2018-05-11 13F-HR CITIGROUP INC 80,561 72,604 -9.88 2,617 2,002 -23.50
2018-05-02 13F-HR Parkside Financial Bank & Trust 130 130 0.00 4 4 0.00
2018-05-11 13F-HR OPPENHEIMER FUNDS INC 5,551,785 6,084,815 9.60 180,378 167,758 -7.00
2018-05-11 13F-HR Cutler Group LP Put 8,100 7,800 -3.70 15 31 106.67
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,031 3,748 23.66 99 103 4.04
2018-05-15 13F-HR Advisor Group, Inc. 4,271 4,458 4.38 139 122 -12.23
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,333 40,872 206.55 433 1,127 160.28
2018-05-15 13F-HR Advisors Asset Management, Inc. 29,354 28,959 -1.35 954 851 -10.80
2017-01-23 13F-HR CenterStar Fund, LLC Call 1
2017-01-23 13F-HR CenterStar Fund, LLC 47
2018-05-15 13F-HR Clearbridge Investments, LLC 1,748,267 1,723,267 -1.43 56,801 47,510 -16.36
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 89,800 83,800 -6.68 2,918 2,310 -20.84
2018-07-09 13F-HR Capital Investment Advisors, LLC 41,179 40,580 -1.45 1,135 1,147 1.06
2018-05-08 13F-HR Neuberger Berman Group LLC 10,240 10,240 0.00 333 282 -15.32
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 300 300 0.00 10 8 -20.00
2018-05-15 13F-HR Edge Advisors, Llc 16,006 16,016 0.06 520 441 -15.19
2018-07-09 13F-HR Advocacy Wealth Management Services, LLC 600 600 0.00 17 17 0.00
2018-07-19 13F-HR EXANE DERIVATIVES 33 33 0.00 898 936 4.23
2017-08-18 13F-HR WFG Advisors, LP 300 300 0.00 11 10 -9.09
2018-05-03 13F-HR HUDSON CANYON INVESTMENT COUNSELORS LLC 1,490 41
2018-05-01 13F-HR OPPENHEIMER & CO INC 11,001 11,950 8.63 357 329 -7.84
2018-05-14 13F-HR Bollard Group LLC 218,314 222,460 1.90 7,093 6,133 -13.53
2018-05-10 13F-HR JP Morgan Chase & Co 747,829 784,021 4.84 24,297 21,616 -11.03
2018-05-09 13F-HR COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 75,397 0 -100.00 2,450 0 -100.00
2018-05-09 13F-HR USCA RIA LLC 11,478 11,478 0.00 373 316 -15.28
2018-05-14 13F-HR Pinnacle Holdings, LLC 81,336 83,651 2.85 2,642,607 2,306,258 -12.73
2018-05-15 13F-HR JANE STREET GROUP, LLC 12,161 0 -100.00 395 0 -100.00
2018-04-30 13F-HR BOYS ARNOLD & CO INC 15,800 10,000 -36.71 513 288 -43.86
2018-05-15 13F-HR CNH PARTNERS LLC 18,004 19,504 8.33 585 538 -8.03
2018-05-07 13F-HR EATON VANCE MANAGEMENT 90,000 90,000 0.00 2,924 2,481 -15.15
2018-05-14 13F-HR/A CITADEL ADVISORS LLC Call 9,700 0 -100.00 315 0 -100.00
2018-05-14 13F-HR NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 128,093 3,532
2018-05-14 13F-HR Adviser Investments LLC 400 11
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 19,472 10,202 -47.61 633 281 -55.61
2018-04-23 13F-HR FIRST TRUST ADVISORS LP 0 183,178 0 5,050
2018-01-10 13F-HR Weaver C. Barksdale & Associates, Inc. 41,922 41,732 -0.45 1,400 1,356 -3.14
2018-05-15 13F-HR UBS Group AG 1,713,386 1,800,536 5.09 55,668 49,641 -10.83
2018-07-17 13F-HR Winslow, Evans & Crocker, Inc. 5,800 4,500 -22.41 159,906 128 -99.92
2018-05-15 13F-HR Harvest Fund Advisors LLC 1,304,777 0 -100.00 43,580 0 -100.00
2018-05-11 13F-HR Cutler Group LP Call 3,400 0 -100.00 0 0
2018-05-07 13F-HR Strategic Wealth Advisors Group,Inc. 16,460 16,460 0.00 533 453 -15.01
2018-07-17 13F-HR Segment Wealth Management, LLC 8,400 8,400 0.00 232 237 2.16
2018-05-15 13F-HR TORTOISE INDEX SOLUTIONS, LLC 5,153 5,563 7.96 167 153 -8.38
2018-05-14 13F-HR IHT Wealth Management, LLC 1,074 1,079 0.47 36 30 -16.67
2018-05-15 13F-HR PEAK6 Investments, L.P. Call 8,100 0 -100.00 263 0 -100.00
2017-01-13 13F-HR MetLife Securities, Inc 716 1,123 56.84 24 36 50.00
2017-01-23 13F-HR CenterStar Fund, LLC Put 4
2018-05-11 13F-HR GSA CAPITAL PARTNERS LLP 15,437 0 -100.00 502 0 -100.00
2017-04-20 13F-HR Commonwealth Financial Services, LLC 302 302 0.00 11 11 0.00
2018-05-14 13F-HR Gryphon Financial Partners Llc 1,400 1,400 0.00 45 39 -13.33
2017-05-01 13F-HR Spot Trading L.L.C 1,045 4,579 338.18 34 164 382.35
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 25,916 24,116 -6.95 841 665 -20.93
2017-05-01 13F-HR Spot Trading L.L.C Call 39,700 5,400 -86.40 1,273 193 -84.84
2018-05-02 13F-HR DIVIDEND ASSET CAPITAL, LLC 28,210 26,610 -5.67 916 734 -19.87
2018-05-14 13F-HR KOCH INDUSTRIES INC 7,212 7,385 2.40 234 204 -12.82
2018-05-16 13F-HR Private Capital Group, Llc 178 178 0.00 6 5 -16.67
2018-05-15 13F-HR Rafferty Asset Management, LLC 69,215 76,855 11.04 2,249 2,119 -5.78
2018-05-08 13F-HR Advisornet Financial, Inc 698 98 -85.96 23 3 -86.96
2018-05-15 13F-HR FIFTH THIRD BANCORP 5,000 5,000 0.00 162 138 -14.81
2018-04-26 13F-HR SIMPLEX TRADING, LLC Call 36 4 -88.89 0 0
2018-05-15 13F-HR BARCLAYS PLC 28,789 30,183 4.84 935 833 -10.91
2018-05-15 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 45,468 47,341 4.12 1,481 1,305 -11.88
2018-05-15 13F-HR Blackstone Group L.P. 663,897 0 -100.00 21,570 0 -100.00
2018-05-14 13F-HR Orix Usa Corp 72,900 2,010
2017-05-01 13F-HR Spot Trading L.L.C Put 22,600 41,000 81.42 725 1,464 101.93
2018-05-15 13F-HR Invesco Ltd. 11,210 7,439 -33.64 364 205 -43.68
2018-05-11 13F-HR SEI INVESTMENTS CO 1,000 338 -66.20 32 9 -71.87
2017-07-27 13F-HR Spot Trading L.l.c. 5,529 180
2018-05-02 13F-HR GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 120,156 123,966 3.17 3,904 3,417 -12.47
2018-05-11 13F-HR TIEDEMANN WEALTH MANAGEMENT, LLC 550,523 629,678 14.38 17,887 17,360 -2.95
2018-05-14 13F-HR CADENCE CAPITAL MANAGEMENT LLC 51,950 64,360 23.89 1,688 1,774 5.09
2017-10-26 13F-HR Acrospire Investment Management LLC 1,186 0 -100.00 39 0 -100.00
2018-05-02 13F-HR Global X Management CO LLC 22,727 28,560 25.67 738 787 6.64
2018-05-15 13F-HR BLAIR WILLIAM & CO/IL 86,882 83,392 -4.02 2,823 2,299 -18.56
2018-05-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 6,707 0 -100.00 218 0 -100.00
2018-05-09 13F-HR BlackRock Inc. 9,347 0 -100.00 304 0 -100.00
2018-05-14 13F-HR GREEN SQUARE CAPITAL LLC 66,671 85,216 27.82 2,166 2,349 8.45
2018-06-20 13F-HR/A Brasada Capital Management, Lp 1,200 0 -100.00 39 0 -100.00
2018-05-15 13F-HR PEAK6 Investments, L.P. 370 276 -25.41 12 8 -33.33
2018-05-03 13F-HR Jacobi Capital Management LLC 218 223 2.29 7 6 -14.29
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 4,268 0 -100.00 139 0 -100.00
2018-05-15 13F-HR HighTower Advisors, LLC 220,194 213,189 -3.18 7,155 5,882 -17.79
2018-05-10 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 79,788 80,086 0.37 2,592 2,208 -14.81
2018-05-09 13F-HR Lee Financial CORP 10,000 10,000 0.00 325 276 -15.08

Related Articles

KTOV: Kitov Pharamceuticals Holdings Analysis and Research Report

2018-07-17 - Asif

History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...

ATHX: Athersys Analysis and Research Report

2018-07-17 - Asif

Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...

CYTX: Cytori Therapeutics Analysis and Research Report

2018-07-16 - Asif

General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...

Related News Stories

41 'Safer' Dividend Champions, Contenders, And Challengers Show Positive Annual Returns And Cash To Cover Their Annually Increasing Dividends

2018-07-19 seekingalpha
Champion dividend stocks sustained over 25 annual dividend increases, Contenders 10-24, and Challengers 5-9. WallStars show >.5% price target upsides. (13-0)

39 'Safer' Dividend Achievers ID'd From 91 By July Returns And Cash Flow

2018-07-15 seekingalpha
39 of 91 Dividend Achievers (10 or more years of higher dividends) were tagged "safer" because they showed positive annual returns, and free cash flow yields greater than dividend yields 7/11/18. (19-0)

101 Dividend Achievers Yield 2.8% To 9.7% For July

2018-07-14 seekingalpha
Dividend Achiever stocks are distinguished by 10 or more straight years of higher dividends. Some 266 Achiever equities are balanced by sector and capitalization. PFM is their tracking ETF. (6-0)

101 Dividend Achievers Yield 2.8% To 9.7% For June

2018-07-13 seekingalpha
Dividend Achiever stocks are distinguished by 10 or more straight years of higher dividends. Some 266 Achiever equities are balanced by sector and capitalization. PFM is their tracking ETF. (6-0)

Crack Spreads Tighten On HollyFrontier, Creating Buying Opportunity

2018-07-05 seekingalpha
HollyFrontier is primarily an independent petroleum refinery company that also generates income through midstream refining operations facilitated by Holly Energy Partners, and also through the production of specialty lubricants. HollyFrontier owns 5 refineries in and throughout the Mid-Continent, Southwest, and Rocky Mountain regions of the United States U.S, and has a crude oil processing capacity of 457,000 barrels per day. (4-0)

CUSIP: 435763107