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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
PA
451
Parallel Advisors
California
$59K -$31.4K -331 -34%
Bessemer Group
452
Bessemer Group
New Jersey
$59K +$2.47K +26 +4%
MGIA
453
Moneta Group Investment Advisors
Missouri
$53K +$54K +569 New
FHA
454
First Horizon Advisors
Tennessee
$52K -$14.1K -149 -21%
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.2K
LC
456
Lindbrook Capital
California
$51K +$664 +7 +1%
RIA
457
Realta Investment Advisors
Delaware
$47K
MAM
458
Meeder Asset Management
Ohio
$46K +$6.08K +64 +15%
FPFS
459
First Personal Financial Services
North Carolina
$43K
FHA
460
Flagship Harbor Advisors
Massachusetts
$43K
LWM
461
Liberty Wealth Management
California
$40K -$1.33K -14 -3%
TSW
462
Thompson Siegel & Walmsley
Virginia
$40K
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$36K +$7.12K +75 +24%
HFM
464
Harvest Fund Management
China
$36K +$26.9K +283 +283%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$34K
AF
466
Advisornet Financial
Minnesota
$34K +$34.7K +366 New
CCMW
467
Cypress Capital Management (Wyoming)
Wyoming
$32K -$5.22K -55 -14%
WCG
468
Weaver Consulting Group
California
$32K
LWANC
469
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K
CFA
470
Carroll Financial Associates
North Carolina
$29K
AssetMark Inc
471
AssetMark Inc
California
$27K
CI
472
CX Institutional
Indiana
$27K +$9.4K +99 +51%
LWM
473
Lenox Wealth Management
Ohio
$26K -$190 -2 -0.7%
PCIA
474
Prime Capital Investment Advisors
Kansas
$24K +$24.9K +262 New
SLF
475
Sun Life Financial
Ontario, Canada
$22K

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.