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Hilton Grand Vacations

206 hedge funds and large institutions have $3.75B invested in Hilton Grand Vacations in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% less ownership

Funds ownership: 96.91%96.81% (-0.11%)

2% less funds holding

Funds holding: 210206 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less capital invested

Capital invested by funds: $4.17B → $3.75B (-$418M)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

36% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $4.28M

Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
18
Increased
66
Reduced
77
Closed
22
Calls
$2.75M
Puts
$4.28M
Net Calls
-$1.53M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$996M
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M -$10.8M -269,858 -3%
CIP
3
CAS Investment Partners
Connecticut
$254M
HPC
4
Hill Path Capital
New York
$214M
BlackRock
5
BlackRock
New York
$195M -$11.2M -282,130 -5%
NPCM
6
North Peak Capital Management
New York
$192M +$30.5M +764,493 +15%
Capital International Investors
7
Capital International Investors
California
$183M -$36M -903,198 -14%
AllianceBernstein
8
AllianceBernstein
Tennessee
$178M +$3.7M +92,762 +2%
PCM
9
Parsifal Capital Management
Connecticut
$175M +$15.5M +387,980 +8%
RCP
10
Reverence Capital Partners
New York
$76.6M
State Street
11
State Street
Massachusetts
$57.2M -$1.48M -37,192 -2%
Millennium Management
12
Millennium Management
New York
$49.7M +$9.94M +249,295 +20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47.4M -$2.2M -55,299 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$42.8M -$33.6M -842,724 -39%
Northern Trust
15
Northern Trust
Illinois
$35.6M -$1.75M -43,864 -4%
MC
16
Minot Capital
Colorado
$33.6M
TCM
17
TimesSquare Capital Management
New York
$33M +$3.24M +81,270 +9%
Charles Schwab
18
Charles Schwab
California
$28.9M -$1.54M -38,692 -4%
Norges Bank
19
Norges Bank
Norway
$27.5M +$469K +11,759 +1%
Goldman Sachs
20
Goldman Sachs
New York
$26.8M +$5.9M +147,909 +22%
N
21
Nuveen
North Carolina
$26.4M +$122K +3,048 +0.4%
LPC
22
Long Pond Capital
New York
$25.9M +$10M +251,953 +47%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$24.6M +$187K +4,689 +0.6%
Franklin Resources
24
Franklin Resources
California
$24.2M -$54.8M -1,375,578 -65%
SSA
25
Schonfeld Strategic Advisors
New York
$23.2M +$21.1M +529,739 +299%

HGV Hedge Fund Activity: Q3 2022 in Review

206 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q3 2022, worth a combined $3.75B — down 10% from $4.17B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HGV and 18 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 66 added.

The largest buyer was North Peak Capital Management, adding an estimated $30.5M. The largest seller was Franklin Resources, cutting an estimated $54.8M.

  • 206 institutional investors held Hilton Grand Vacations (HGV) as of Q3 2022, down from 210 in Q2 2022.
  • Funds reported $3.75B of Hilton Grand Vacations stock for Q3 2022, down 10% quarter-over-quarter.
  • 18 funds opened new Hilton Grand Vacations positions in Q3 2022 and 22 closed out, a net change of -4 holders.
  • The largest Hilton Grand Vacations buyer in Q3 2022 was North Peak Capital Management, an estimated $30.5M added.
  • The largest Hilton Grand Vacations seller in Q3 2022 was Franklin Resources, an estimated $54.8M sold.

Based on aggregated 13F filings for Q3 2022.