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Hilton Grand Vacations

215 hedge funds and large institutions have $6.08B invested in Hilton Grand Vacations in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $1.67M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

10% more capital invested

Capital invested by funds: $5.55B → $6.08B (+$529M)

5% more funds holding

Funds holding: 205215 (+10)

0.11% less ownership

Funds ownership: 97.51%97.41% (-0.11%)

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.31%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
47
Increased
81
Reduced
63
Closed
34
Calls
$8.01M
Puts
$1.67M
Net Calls
+$6.34M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$1.58B
Vanguard Group
2
Vanguard Group
Pennsylvania
$431M +$1.95M +38,958 +0.5%
Capital International Investors
3
Capital International Investors
California
$412M +$1.14M +22,835 +0.3%
CIP
4
CAS Investment Partners
Connecticut
$403M +$86.4M +1,727,165 +29%
BlackRock
5
BlackRock
New York
$385M +$31.9M +638,646 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$282M +$39.9M +797,831 +17%
PCM
7
Parsifal Capital Management
Connecticut
$245M +$10.2M +203,486 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$239M -$13.9M -278,730 -6%
NPCM
9
North Peak Capital Management
New York
$198M -$11.9M -237,565 -6%
Franklin Resources
10
Franklin Resources
California
$156M -$46.2M -922,950 -24%
HPC
11
Hill Path Capital
New York
$139M
RCP
12
Reverence Capital Partners
New York
$121M +$117M +2,330,447 New
SIG
13
Senator Investment Group
New York
$91.2M -$12.5M -250,000 -13%
State Street
14
State Street
Massachusetts
$87.9M +$936K +18,714 +1%
CII
15
Capital International Inc
California
$77.5M -$1.15M -23,064 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$75.5M +$1.12M +22,449 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$65M +$237K +4,744 +0.4%
Northern Trust
18
Northern Trust
Illinois
$61.7M -$2.75K -55 -0%
Invesco
19
Invesco
Georgia
$50.5M -$21.5M -430,484 -31%
Charles Schwab
20
Charles Schwab
California
$46.7M +$312K +6,249 +0.7%
MC
21
Minot Capital
Colorado
$46.5M
BAMCO Inc
22
BAMCO Inc
New York
$45.5M -$12.7M -254,860 -23%
TCM
23
TimesSquare Capital Management
New York
$44.6M -$1.77M -35,350 -4%
GIP
24
Granite Investment Partners
California
$41.4M +$1.59M +31,891 +4%
IAM
25
Iridian Asset Management
Connecticut
$40.9M -$64.6M -1,290,907 -62%

HGV Hedge Fund Activity: Q4 2021 in Review

215 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q4 2021, worth a combined $6.08B — up 9.5% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HGV positions and 34 closed out — a net gain of 13 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was CAS Investment Partners, adding an estimated $86.4M. The largest seller was Iridian Asset Management, cutting an estimated $64.6M.

  • 215 institutional investors held Hilton Grand Vacations (HGV) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $6.08B of Hilton Grand Vacations stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 47 funds opened new Hilton Grand Vacations positions in Q4 2021 and 34 closed out, a net change of +13 holders.
  • The largest Hilton Grand Vacations buyer in Q4 2021 was CAS Investment Partners, an estimated $86.4M added.
  • The largest Hilton Grand Vacations seller in Q4 2021 was Iridian Asset Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2021.