Holly Energy Ownership
| HEPDelisted Stock | USD 19.44 0.49 2.59% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Holly |
Holly Stock Ownership Analysis
About 64.0% of the company shares are held by company insiders. The book value of Holly Energy was currently reported as 7.09. The company last dividend was issued on the 27th of October 2023. Holly Energy Partners had 2:1 split on the 17th of January 2013. Holly Energy Partners, L.P. provides petroleum product and crude oil transportation, terminalling, storage, and throughput services to the petroleum industry in the United States. The company was incorporated in 2004 and is based in Dallas, Texas. Holly Energy operates under Oil Gas Midstream classification in the United States and is traded on New York Stock Exchange. To learn more about Holly Energy Partners call Michael Jennings at 214 871 3555 or check out https://www.hollyenergy.com.Holly Energy Partners Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Holly Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Holly Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Holly Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
William Stengel over a year ago Sale by William Stengel of 1538 shares of Holly Energy | ||
Shaw Bruce R over a year ago Acquisition by Shaw Bruce R of 3000 shares of Holly Energy subject to Rule 16b-3 | ||
Richard Voliva over a year ago Payment of 7153 shares by Richard Voliva of Holly Energy subject to Rule 16b-3 |
Holly Energy Outstanding Bonds
Holly Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Holly Energy Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Holly bonds can be classified according to their maturity, which is the date when Holly Energy Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Pair Trading with Holly Energy
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Holly Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Holly Energy will appreciate offsetting losses from the drop in the long position's value.Moving together with Holly Stock
Moving against Holly Stock
| 0.81 | JNJ | Johnson Johnson Fiscal Year End 28th of January 2025 | PairCorr |
| 0.8 | KO | Coca Cola Aggressive Push | PairCorr |
| 0.71 | BCH | Banco De Chile | PairCorr |
| 0.7 | BA | Boeing Fiscal Year End 29th of January 2025 | PairCorr |
| 0.63 | SHG | Shinhan Financial | PairCorr |
The ability to find closely correlated positions to Holly Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Holly Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Holly Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Holly Energy Partners to buy it.
The correlation of Holly Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Holly Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Holly Energy Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Holly Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in Holly Stock
If you are still planning to invest in Holly Energy Partners check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Holly Energy's history and understand the potential risks before investing.
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