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Hilton Worldwide

458 hedge funds and large institutions have $17.6B invested in Hilton Worldwide in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

1% more funds holding

Funds holding: 454458 (+4)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

25.93% less ownership

Funds ownership: 96.84%70.91% (-26%)

29% less capital invested

Capital invested by funds: $24.7B → $17.6B (-$7.1B)

42% less call options, than puts

Call options by funds: $164M | Put options by funds: $282M

Holders
458
Holders Change
+4
Holders Change %
+0.88%
% of All Funds
10.5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
57
Increased
150
Reduced
179
Closed
49
Calls
$164M
Puts
$282M
Net Calls
-$118M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
376
Group One Trading
Illinois
$110K -$514K -6,255 -82%
ASN
377
Advisory Services Network
Georgia
$91K +$17.4K +212 +22%
LFA
378
Legacy Financial Advisors
Kentucky
$84K -$66K -804 -42%
SCRM
379
Security Capital Research & Management
Illinois
$81K +$84.2K +1,025 New
GIC
380
GFI Investment Counsel
Ontario, Canada
$79K
SFSIG
381
San Francisco Sentry Investment Group
California
$76K +$79.7K +970 New
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.8K
HFM
383
Harvest Fund Management
China
$66K
SIAS
384
Shine Investment Advisory Services
Colorado
$65K +$8.7K +106 +15%
PCP
385
Proficio Capital Partners
Massachusetts
$64K +$164 +2 +0.2%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$59K +$61.4K +748 New
APA
387
American Portfolios Advisors
New York
$58.8K +$23.9K +291 +64%
FPFS
388
First Personal Financial Services
North Carolina
$58K -$33.8K -412 -36%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$55K -$3.53K -43 -6%
AssetMark Inc
390
AssetMark Inc
California
$51K -$41.6K -507 -44%
PCG
391
Private Capital Group
Connecticut
$44K +$40.3K +491 +744%
EDRH
392
Edmond de Rothschild Holding
Switzerland
$42K
RE
393
RBC Europe
United Kingdom
$42K
GLI
394
Guardian Life Insurance
New York
$37K -$16.1K -196 -30%
GWM
395
Geneos Wealth Management
Colorado
$36K
RA
396
Rational Advisors
New York
$35K +$36.9K +449 New
TSW
397
Thompson Siegel & Walmsley
Virginia
$34K
SPIA
398
Steward Partners Investment Advisory
New York
$33K +$2.05K +25 +6%
AIS
399
AlphaOne Investment Services
Pennsylvania
$33K +$34.9K +425 New
AIL
400
AGF Investments LLC
Ontario, Canada
$32K -$26.7K -325 -45%

HLT Hedge Fund Activity: Q1 2018 in Review

458 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q1 2018, worth a combined $17.6B — down 29% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HLT positions and 49 closed out — a net gain of 8 holders — while 150 added to existing stakes and 179 trimmed.

The largest buyer was Bank of America, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $208M.

  • 458 institutional investors held Hilton Worldwide (HLT) as of Q1 2018, up from 454 in Q4 2017.
  • Funds reported $17.6B of Hilton Worldwide stock for Q1 2018, down 29% quarter-over-quarter.
  • 57 funds opened new Hilton Worldwide positions in Q1 2018 and 49 closed out, a net change of +8 holders.
  • The largest Hilton Worldwide buyer in Q1 2018 was Bank of America, an estimated $193M added.
  • The largest Hilton Worldwide seller in Q1 2018 was Wellington Management Group, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2018.