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Hilton Grand Vacations

198 hedge funds and large institutions have $3.09B invested in Hilton Grand Vacations in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $4.17M

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more capital invested

Capital invested by funds: $2.6B → $3.09B (+$493M)

13% more funds holding

Funds holding: 176198 (+22)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

0.63% less ownership

Funds ownership: 97.17%96.54% (-0.63%)

Holders
198
Holders Change
+22
Holders Change %
+12.5%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
50
Increased
64
Reduced
58
Closed
26
Calls
$14.2M
Puts
$4.17M
Net Calls
+$10M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$295M +$9M +250,263 +3%
Capital International Investors
2
Capital International Investors
California
$254M +$1.58M +43,970 +0.7%
BlackRock
3
BlackRock
New York
$234M +$12.7M +354,130 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$201M -$50.1M -1,392,844 -21%
AllianceBernstein
5
AllianceBernstein
Tennessee
$165M +$28.8M +801,248 +22%
PCM
6
Parsifal Capital Management
Connecticut
$146M +$32.6M +904,977 +30%
NPCM
7
North Peak Capital Management
New York
$139M -$40.4M -1,121,649 -23%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$101M -$21M -584,078 -18%
IAM
9
Iridian Asset Management
Connecticut
$94.3M +$90.5M +2,515,973 New
Franklin Resources
10
Franklin Resources
California
$81.5M +$78.2M +2,173,383 New
CII
11
Capital International Inc
California
$68.8M -$7.5M -208,352 -10%
LPC
12
Long Pond Capital
New York
$66.8M +$2.9M +80,664 +5%
PCP
13
P2 Capital Partners
New York
$63.6M -$29.9M -831,484 -33%
State Street
14
State Street
Massachusetts
$60.9M -$793K -22,041 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52.7M -$780K -21,691 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$50.7M +$1.68M +46,670 +4%
Northern Trust
17
Northern Trust
Illinois
$45.2M -$1.63M -45,249 -4%
TCM
18
TimesSquare Capital Management
New York
$44.9M -$21M -584,357 -33%
Invesco
19
Invesco
Georgia
$39.6M -$6.13M -170,446 -14%
BAMCO Inc
20
BAMCO Inc
New York
$37M +$7.15M +198,630 +25%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$35.6M -$5.31M -147,629 -13%
AACA
22
American Assets Capital Advisers
California
$34.5M +$33.1M +920,016 New
Fidelity International
23
Fidelity International
Bermuda
$34M -$33.4M -927,792 -51%
N
24
Nuveen
North Carolina
$31.7M -$1.15M -32,049 -4%
Charles Schwab
25
Charles Schwab
California
$31.1M +$510K +14,163 +2%

HGV Hedge Fund Activity: Q1 2021 in Review

198 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q1 2021, worth a combined $3.09B — up 19% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HGV positions and 26 closed out — a net gain of 24 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $90.5M. The largest seller was Senvest Management, cutting an estimated $77.9M.

  • 198 institutional investors held Hilton Grand Vacations (HGV) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $3.09B of Hilton Grand Vacations stock for Q1 2021, up 19% quarter-over-quarter.
  • 50 funds opened new Hilton Grand Vacations positions in Q1 2021 and 26 closed out, a net change of +24 holders.
  • The largest Hilton Grand Vacations buyer in Q1 2021 was Iridian Asset Management, an estimated $90.5M added.
  • The largest Hilton Grand Vacations seller in Q1 2021 was Senvest Management, an estimated $77.9M sold.

Based on aggregated 13F filings for Q1 2021.