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Hilton Worldwide

620 hedge funds and large institutions have $32.8B invested in Hilton Worldwide in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 250 increasing their positions, 203 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $741M | Put options by funds: $519M

23% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 203

0% less capital invested

Capital invested by funds: $32.9B → $32.8B (-$103M)

0.44% less ownership

Funds ownership: 98.14%97.7% (-0.44%)

3% less funds holding

Funds holding: 639620 (-19)

17% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 82

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
620
Holders Change
-19
Holders Change %
-2.97%
% of All Funds
10.79%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
68
Increased
250
Reduced
203
Closed
82
Calls
$741M
Puts
$519M
Net Calls
+$222M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
451
Trust Asset Management
Texas
$304K +$36.2K +290 +13%
GSWM
452
Golden State Wealth Management
California
$303K -$57.3K -459 -15%
Lazard Asset Management
453
Lazard Asset Management
New York
$301K
ZB
454
Zions Bancorporation
Utah
$298K -$3.87K -31 -1%
ESCM
455
Echo Street Capital Management
New York
$297K +$308K +2,464 New
ER
456
Enlightenment Research
Florida
$289K +$299K +2,395 New
Los Angeles Capital Management
457
Los Angeles Capital Management
California
$288K -$4.65M -37,271 -94%
VAS
458
Vestmark Advisory Solutions
Massachusetts
$287K +$298K +2,383 New
RJT
459
Raymond James Trust
Florida
$283K +$41.2K +330 +16%
IAA
460
Independent Advisor Alliance
North Carolina
$278K +$5.37K +43 +2%
BA
461
Ballast Advisors
Minnesota
$278K +$20.7K +166 +8%
PWM
462
Perigon Wealth Management
California
$277K +$31K +248 +12%
NIM
463
NuWave Investment Management
New Jersey
$274K -$378K -3,030 -57%
CCA
464
Checchi Capital Advisers
California
$273K -$15.5K -124 -5%
ATC
465
Argent Trust Co
Tennessee
$272K +$9.99K +80 +4%
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$269K -$45.1K -361 -14%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$268K +$103K +826 +59%
CBFP
468
Cedar Brook Financial Partners
Ohio
$265K +$17.6K +141 +7%
MG
469
Meritage Group
California
$265K +$274K +2,197 New
HC
470
Henshaw Capital
Massachusetts
$264K
MFT
471
Moisand Fitzgerald Tamayo
Florida
$262K
OPWM
472
Oxinas Partners Wealth Management
Indiana
$260K
AC
473
Avestar Capital
New York
$257K +$20K +160 +8%
CGL
474
Clarius Group LLC
Washington
$251K +$5.99K +48 +2%
TAIM
475
TD Ameritrade Investment Management
Nebraska
$251K +$147K +1,180 +131%

HLT Hedge Fund Activity: Q2 2021 in Review

620 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q2 2021, worth a combined $32.8B — down 0.31% from $32.9B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of HLT and 68 opened new positions — a net loss of 14 holders — while 203 trimmed existing stakes and 250 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $461M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $574M sold.

  • 620 institutional investors held Hilton Worldwide (HLT) as of Q2 2021, down from 639 in Q1 2021.
  • Funds reported $32.8B of Hilton Worldwide stock for Q2 2021, down 0.31% quarter-over-quarter.
  • 68 funds opened new Hilton Worldwide positions in Q2 2021 and 82 closed out, a net change of -14 holders.
  • The largest Hilton Worldwide buyer in Q2 2021 was T. Rowe Price Associates, an estimated $461M added.
  • The largest Hilton Worldwide seller in Q2 2021 was D1 Capital Partners, an estimated $574M sold.

Based on aggregated 13F filings for Q2 2021.