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Hilton Grand Vacations

232 hedge funds and large institutions have $4.51B invested in Hilton Grand Vacations in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

808% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $1.26M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 225232 (+7)

1.24% less ownership

Funds ownership: 101.97%100.73% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

13% less capital invested

Capital invested by funds: $5.16B → $4.51B (-$649M)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
70
Reduced
93
Closed
24
Calls
$11.5M
Puts
$1.26M
Net Calls
+$10.2M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$1.23B
BlackRock
2
BlackRock
New York
$373M -$33.1M -750,956 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$304M -$14.3M -323,888 -4%
CIP
4
CAS Investment Partners
Connecticut
$275M
HPC
5
Hill Path Capital
New York
$265M
NPCM
6
North Peak Capital Management
New York
$226M +$1.58M +35,834 +0.6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$197M -$28.1M -638,323 -12%
PCM
8
Parsifal Capital Management
Connecticut
$153M -$68.4M -1,551,338 -29%
Franklin Resources
9
Franklin Resources
California
$116M +$14.1M +321,101 +13%
State Street
10
State Street
Massachusetts
$105M -$2.34M -53,201 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$85.1M -$2.53M -57,508 -3%
RCP
12
Reverence Capital Partners
New York
$72.5M -$23.4M -531,585 -23%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.1M +$698K +15,844 +1%
Millennium Management
14
Millennium Management
New York
$61.2M +$30.2M +685,576 +84%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$60.9M +$14.9M +337,462 +29%
LPC
16
Long Pond Capital
New York
$55.8M +$34.8M +789,856 +136%
Northern Trust
17
Northern Trust
Illinois
$46.9M -$1.71M -38,775 -3%
MC
18
Minot Capital
Colorado
$41.6M
Charles Schwab
19
Charles Schwab
California
$35.2M +$321K +7,295 +0.9%
Norges Bank
20
Norges Bank
Norway
$33.6M
Goldman Sachs
21
Goldman Sachs
New York
$32.1M -$8.16M -185,317 -19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29.2M -$3.01M -68,238 -9%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$26.7M -$2.48M -56,262 -8%
6CM
24
683 Capital Management
New York
$22.4M +$5.95M +135,000 +33%
AQR Capital Management
25
AQR Capital Management
Connecticut
$21.6M +$12.9M +292,636 +123%

HGV Hedge Fund Activity: Q3 2023 in Review

232 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hilton Grand Vacations (HGV) for Q3 2023, worth a combined $4.51B — down 13% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HGV positions and 24 closed out — a net gain of 11 holders — while 70 added to existing stakes and 93 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $34.8M. The largest seller was Parsifal Capital Management, cutting an estimated $68.4M.

  • 232 institutional investors held Hilton Grand Vacations (HGV) as of Q3 2023, up from 225 in Q2 2023.
  • Funds reported $4.51B of Hilton Grand Vacations stock for Q3 2023, down 13% quarter-over-quarter.
  • 35 funds opened new Hilton Grand Vacations positions in Q3 2023 and 24 closed out, a net change of +11 holders.
  • The largest Hilton Grand Vacations buyer in Q3 2023 was Long Pond Capital, an estimated $34.8M added.
  • The largest Hilton Grand Vacations seller in Q3 2023 was Parsifal Capital Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2023.