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Hilton Grand Vacations

210 hedge funds and large institutions have $4.17B invested in Hilton Grand Vacations in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $5.02M

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1.88% less ownership

Funds ownership: 98.8%96.91% (-1.9%)

10% less funds holding

Funds holding: 233210 (-23)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

32% less capital invested

Capital invested by funds: $6.16B → $4.17B (-$2B)

49% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 41

Holders
210
Holders Change
-23
Holders Change %
-9.87%
% of All Funds
3.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
21
Increased
75
Reduced
73
Closed
41
Calls
$7.24M
Puts
$5.02M
Net Calls
+$2.22M
Net Calls Change
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$1.08B
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M +$2.39M +53,620 +0.6%
CIP
3
CAS Investment Partners
Connecticut
$276M
HPC
4
Hill Path Capital
New York
$233M +$164M +3,677,224 +130%
Capital International Investors
5
Capital International Investors
California
$231M -$24.8M -556,935 -8%
BlackRock
6
BlackRock
New York
$222M -$48.1M -1,081,334 -15%
AllianceBernstein
7
AllianceBernstein
Tennessee
$190M -$29.7M -667,303 -11%
NPCM
8
North Peak Capital Management
New York
$181M +$49.2M +1,105,802 +28%
PCM
9
Parsifal Capital Management
Connecticut
$176M +$3.9M +87,707 +2%
RCP
10
Reverence Capital Partners
New York
$83.3M
Fidelity Investments
11
Fidelity Investments
Massachusetts
$76.6M -$85.3M -1,915,124 -47%
Franklin Resources
12
Franklin Resources
California
$75.4M -$22.7M -510,498 -19%
State Street
13
State Street
Massachusetts
$63.5M +$1.31M +29,413 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$53.5M +$870K +19,539 +1%
Millennium Management
15
Millennium Management
New York
$45.1M +$30.8M +692,840 +122%
CII
16
Capital International Inc
California
$40.3M -$783K -17,585 -2%
Northern Trust
17
Northern Trust
Illinois
$40.2M -$1.62M -36,471 -3%
MC
18
Minot Capital
Colorado
$36.5M +$5.72M +128,580 +14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$35.5M -$8.4M -188,666 -16%
TCM
20
TimesSquare Capital Management
New York
$32.9M +$285K +6,400 +0.7%
Charles Schwab
21
Charles Schwab
California
$32.8M +$1.25M +27,984 +3%
Norges Bank
22
Norges Bank
Norway
$29.5M +$4M +89,890 +12%
N
23
Nuveen
North Carolina
$28.6M +$6.56M +147,398 +23%
IAM
24
Iridian Asset Management
Connecticut
$28M -$155K -3,476 -0.4%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$26.6M -$1.5M -33,617 -4%

HGV Hedge Fund Activity: Q2 2022 in Review

210 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q2 2022, worth a combined $4.17B — down 32% from $6.16B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HGV and 21 opened new positions — a net loss of 20 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Hill Path Capital, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $90.7M.

  • 210 institutional investors held Hilton Grand Vacations (HGV) as of Q2 2022, down from 233 in Q1 2022.
  • Funds reported $4.17B of Hilton Grand Vacations stock for Q2 2022, down 32% quarter-over-quarter.
  • 21 funds opened new Hilton Grand Vacations positions in Q2 2022 and 41 closed out, a net change of -20 holders.
  • The largest Hilton Grand Vacations buyer in Q2 2022 was Hill Path Capital, an estimated $164M added.
  • The largest Hilton Grand Vacations seller in Q2 2022 was Invesco, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2022.