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Hilton Worldwide

514 hedge funds and large institutions have $25.7B invested in Hilton Worldwide in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $204M | Put options by funds: $80.4M

14% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 177

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.48% less ownership

Funds ownership: 97.1%96.62% (-0.48%)

2% less funds holding

Funds holding: 525514 (-11)

6% less capital invested

Capital invested by funds: $27.5B → $25.7B (-$1.78B)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
60
Increased
201
Reduced
177
Closed
68
Calls
$204M
Puts
$80.4M
Net Calls
+$123M
Net Calls Change
+$8.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Brinker Capital
Pennsylvania
$282K +$3.42K +36 +1%
HCM
402
Hilton Capital Management
New York
$279K
AP
403
Advisor Partners
California
$279K +$16K +169 +6%
PG
404
Patten Group
Tennessee
$275K -$15.3K -161 -5%
V
405
Veritable
Delaware
$274K +$4.65K +49 +2%
CBFP
406
Cedar Brook Financial Partners
Ohio
$270K
TP
407
Truvvo Partners
New York
$269K
HI
408
Horizon Investments
North Carolina
$266K -$326K -3,438 -55%
ATC
409
Argent Trust Co
Tennessee
$264K +$5.7K +60 +2%
WA
410
WESPAC Advisors
California
$261K -$43.5K -458 -14%
PCS
411
Personal CFO Solutions
New Jersey
$257K +$262K +2,763 New
CCP
412
Corient Capital Partners
California
$249K +$50K +527 +25%
NIT
413
NumerixS Investment Technologies
British Columbia, Canada
$243K -$100K -1,055 -29%
SC
414
Sepio Capital
Utah
$241K +$246K +2,592 New
AIM
415
Anchor Investment Management
South Carolina
$235K -$104K -1,095 -30%
GLA
416
Great Lakes Advisors
Illinois
$232K -$1.9M -20,042 -89%
FT
417
Fiduciary Trust
Massachusetts
$232K
PFO
418
Pathstone Family Office
New Jersey
$214K +$664 +7 +0.3%
SCM
419
Shelton Capital Management
Colorado
$213K
GT
420
Greenleaf Trust
Michigan
$210K +$214K +2,254 New
MFT
421
Moisand Fitzgerald Tamayo
Florida
$202K
DT
422
Diversified Trust
Tennessee
$201K
FA
423
Fortis Advisors
Pennsylvania
$196K
QT
424
Quantamental Technologies
New York
$182K -$503K -5,299 -73%
CFB
425
Cullen/Frost Bankers
Texas
$168K +$18.7K +197 +12%

HLT Hedge Fund Activity: Q3 2019 in Review

514 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q3 2019, worth a combined $25.7B — down 6.5% from $27.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HLT and 60 opened new positions — a net loss of 8 holders — while 177 trimmed existing stakes and 201 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $249M. The largest seller was Bank of America, cutting an estimated $449M.

  • 514 institutional investors held Hilton Worldwide (HLT) as of Q3 2019, down from 525 in Q2 2019.
  • Funds reported $25.7B of Hilton Worldwide stock for Q3 2019, down 6.5% quarter-over-quarter.
  • 60 funds opened new Hilton Worldwide positions in Q3 2019 and 68 closed out, a net change of -8 holders.
  • The largest Hilton Worldwide buyer in Q3 2019 was T. Rowe Price Associates, an estimated $249M added.
  • The largest Hilton Worldwide seller in Q3 2019 was Bank of America, an estimated $449M sold.

Based on aggregated 13F filings for Q3 2019.