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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
EARNEST Partners
426
EARNEST Partners
Georgia
$10K
TFO
427
Tarbox Family Office
California
$9K +$8.87K +108 New
LA
428
Legacy Advisors
Pennsylvania
$8K
MOS
429
MGO One Seven
Ohio
$8K
OIA
430
OneDigital Investment Advisors
Kansas
$8K
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$7K
QCG
432
Quadrant Capital Group
Ohio
$7K
IWM
433
IHT Wealth Management
Illinois
$7K +$4.6K +56 +170%
WIM
434
Westside Investment Management
California
$6.4K
NCM
435
Nelson Capital Management
California
$6K
PCA
436
Providence Capital Advisors
North Carolina
$6K
APP
437
Avantax Planning Partners
Iowa
$6K +$6.49K +79 New
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$5K
YWP
439
YorkBridge Wealth Partners
New York
$5K
CCM
440
Cribstone Capital Management
Maine
$4K
IFAM
441
Institutional & Family Asset Management
Colorado
$4K +$4.19K +51 New
SWP
442
Stratos Wealth Partners
Ohio
$3K -$41.1K -500 -93%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$3K
RFA
444
Reilly Financial Advisors
California
$3K
WA
445
WealthTrust-Arizona
Arizona
$3K
PWAG
446
Polaris Wealth Advisory Group
California
$3K +$3.29K +40 New
ML
447
McAdam LLC
Pennsylvania
$3K +$3.53K +43 New
HWM
448
Holloway Wealth Management
Florida
$2K
WTC
449
WhitTier Trust Company
Nevada
$2K
CFA
450
Carroll Financial Associates
North Carolina
$2K +$1.15K +14 +61%

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.