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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
FAM
401
Fred Alger Management
New York
$32K +$33.7K +410 New
GWS
402
Glassman Wealth Services
Virginia
$31K +$21.8K +266 +209%
CLOS
403
Compagnie Lombard Odier SCmA
Switzerland
$26K -$39.7K -484 -59%
CAW
404
Cornerstone Advisors (Washington)
Washington
$23K
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$21K +$12.6K +154 +143%
ANBT
406
American National Bank & Trust
Texas
$18K
PA
407
Parallel Advisors
California
$17K
SSB
408
Sandy Spring Bank
Maryland
$17K
KA
409
Kaizen Advisory
Illinois
$16K
RFC
410
Regions Financial Corp
Alabama
$16K +$6.9K +84 +66%
VFA
411
Valeo Financial Advisors
Indiana
$16K +$14.5K +177 +656%
WPA
412
West Paces Advisors
Georgia
$15.8K -$29.6K -360 -64%
CCM
413
Covington Capital Management
California
$15K
PHK
414
Point72 Hong Kong
Hong Kong
$15K +$14.3K +174 +870%
CIP
415
Convergence Investment Partners
Florida
$14K +$14.4K +175 New
TL
416
TrueWealth LLC
Georgia
$13K -$66.3K -808 -83%
IP
417
Intellectus Partners
California
$13K
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$13K +$5.91K +72 +81%
S
419
SignatureFD
Georgia
$13K +$13.3K +162 New
WAM
420
Wealthspire Advisors (Maryland)
Maryland
$12K -$12.6K -153 -50%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$12K -$4.76K -58 -28%
MCWS
422
McKinley Carter Wealth Services
West Virginia
$12K +$12.6K +153 New
PMFA
423
Plante Moran Financial Advisors
Michigan
$11K +$11.5K +140 New
AC
424
Avestar Capital
New York
$10K -$821 -10 -6%
BWP
425
Baldwin Wealth Partners
Massachusetts
$10K

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.