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Hilton Grand Vacations

275 hedge funds and large institutions have $3.32B invested in Hilton Grand Vacations in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,856% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $1.5M

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

2.12% more ownership

Funds ownership: 96.69%98.81% (+2.1%)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding

Funds holding: 274275 (+1)

22% less capital invested

Capital invested by funds: $4.26B → $3.32B (-$946M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
6.3%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
53
Increased
103
Reduced
68
Closed
51
Calls
$29.3M
Puts
$1.5M
Net Calls
+$27.8M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$472M +$90.6M +2,239,716 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M +$15.8M +390,039 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$185M -$48.9M -1,207,471 -18%
AllianceBernstein
4
AllianceBernstein
Tennessee
$168M +$64M +1,580,150 +49%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$146M +$35.9M +888,257 +27%
Wells Fargo
6
Wells Fargo
California
$141M +$39.5M +976,728 +32%
BlackRock
7
BlackRock
New York
$140M +$20.1M +497,595 +14%
Principal Financial Group
8
Principal Financial Group
Iowa
$92.7M +$41.6M +1,028,425 +63%
AL
9
AJO LP
Pennsylvania
$67M +$5.8M +143,336 +8%
AQR Capital Management
10
AQR Capital Management
Connecticut
$64.2M +$19.3M +477,507 +35%
Goldman Sachs
11
Goldman Sachs
New York
$63.2M -$54.1M -1,336,634 -42%
TCIM
12
TIAA CREF Investment Management
New York
$51.3M +$33.7M +833,479 +129%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$49.5M +$13.7M +337,970 +31%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$45.4M +$9.23M +228,142 +21%
Norges Bank
15
Norges Bank
Norway
$44.3M
TCM
16
TimesSquare Capital Management
New York
$42.2M +$6.68M +165,000 +16%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$42.1M -$4.36M -107,648 -8%
State Street
18
State Street
Massachusetts
$40.9M +$6.1M +150,841 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$38.4M -$10.6M -263,098 -19%
AA
20
AQR Arbitrage
Connecticut
$38.2M -$2.43M -60,139 -5%
RP
21
RR Partners
New York
$38.1M
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$37.8M -$16M -395,218 -27%
WRF
23
Waddell & Reed Financial
Kansas
$37.5M -$1.29M -31,850 -3%
Man Group
24
Man Group
United Kingdom
$35.6M +$16.1M +398,155 +63%
Deutsche Bank
25
Deutsche Bank
Germany
$33.7M +$17.2M +424,113 +77%

HGV Hedge Fund Activity: Q2 2018 in Review

275 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q2 2018, worth a combined $3.32B — down 22% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HGV positions and 51 closed out — a net gain of 2 holders — while 103 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $90.6M. The largest seller was JP Morgan Chase, cutting an estimated $156M.

  • 275 institutional investors held Hilton Grand Vacations (HGV) as of Q2 2018, up from 274 in Q1 2018.
  • Funds reported $3.32B of Hilton Grand Vacations stock for Q2 2018, down 22% quarter-over-quarter.
  • 53 funds opened new Hilton Grand Vacations positions in Q2 2018 and 51 closed out, a net change of +2 holders.
  • The largest Hilton Grand Vacations buyer in Q2 2018 was Fidelity Investments, an estimated $90.6M added.
  • The largest Hilton Grand Vacations seller in Q2 2018 was JP Morgan Chase, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2018.