We are live on ! Find out more
HLT icon

Hilton Worldwide

525 hedge funds and large institutions have $27.5B invested in Hilton Worldwide in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $233M | Put options by funds: $119M

17% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $24.2B → $27.5B (+$3.29B)

1% more funds holding

Funds holding: 521525 (+4)

4% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 194

2.71% less ownership

Funds ownership: 99.81%97.1% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
525
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
11.4%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
75
Increased
186
Reduced
194
Closed
64
Calls
$233M
Puts
$119M
Net Calls
+$115M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.8K
LC
452
Lindbrook Capital
California
$52K +$2.09K +23 +4%
RIA
453
Realta Investment Advisors
Delaware
$49K
PCG
454
Private Capital Group
Connecticut
$48K -$46.9K -517 -46%
FPFS
455
First Personal Financial Services
North Carolina
$46K +$1.45K +16 +4%
FHA
456
Flagship Harbor Advisors
Massachusetts
$45K
DWM
457
Doyle Wealth Management
Florida
$45K +$41.7K +460 New
LWM
458
Liberty Wealth Management
California
$43K -$1.09K -12 -3%
TSW
459
Thompson Siegel & Walmsley
Virginia
$42K
MAM
460
Meeder Asset Management
Ohio
$42K +$36.7K +404 +1,924%
NIM
461
NuWave Investment Management
New Jersey
$41K -$965K -10,635 -96%
RA
462
Rational Advisors
New York
$41K -$3.09K -34 -8%
CCMW
463
Cypress Capital Management (Wyoming)
Wyoming
$39K +$35.8K +394 New
MAU
464
MRA Associates USA
Arizona
$37.1K +$34.5K +380 New
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$34K
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K
WCG
467
Weaver Consulting Group
California
$33K
CFA
468
Carroll Financial Associates
North Carolina
$31K +$15.9K +175 +122%
CAPTRUST Financial Advisors
469
CAPTRUST Financial Advisors
North Carolina
$30K -$9.71K -107 -26%
AssetMark Inc
470
AssetMark Inc
California
$29K -$817 -9 -3%
LWM
471
Lenox Wealth Management
Ohio
$28K +$26K +287 New
SLF
472
Sun Life Financial
Ontario, Canada
$23K -$24K -264 -53%
SSB
473
Sandy Spring Bank
Maryland
$21K
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$20K +$18.2K +201 New
CI
475
CX Institutional
Indiana
$19K +$11.4K +126 +180%

HLT Hedge Fund Activity: Q2 2019 in Review

525 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q2 2019, worth a combined $27.5B — up 14% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLT positions and 64 closed out — a net gain of 11 holders — while 186 added to existing stakes and 194 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $288M. The largest seller was Vulcan Value Partners, cutting an estimated $449M.

  • 525 institutional investors held Hilton Worldwide (HLT) as of Q2 2019, up from 521 in Q1 2019.
  • Funds reported $27.5B of Hilton Worldwide stock for Q2 2019, up 14% quarter-over-quarter.
  • 75 funds opened new Hilton Worldwide positions in Q2 2019 and 64 closed out, a net change of +11 holders.
  • The largest Hilton Worldwide buyer in Q2 2019 was T. Rowe Price Associates, an estimated $288M added.
  • The largest Hilton Worldwide seller in Q2 2019 was Vulcan Value Partners, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2019.