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Hilton Worldwide

521 hedge funds and large institutions have $24.2B invested in Hilton Worldwide in 2019 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

14% more capital invested

Capital invested by funds: $21.3B → $24.2B (+$2.88B)

9% more funds holding

Funds holding: 476521 (+45)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

0.86% less ownership

Funds ownership: 100.67%99.81% (-0.86%)

2% less call options, than puts

Call options by funds: $109M | Put options by funds: $111M

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
521
Holders Change
+45
Holders Change %
+9.45%
% of All Funds
11.28%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.41%
New
96
Increased
191
Reduced
176
Closed
47
Calls
$109M
Puts
$111M
Net Calls
-$2.12M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$11K +$626 +8 +7%
CFA
477
Carroll Financial Associates
North Carolina
$11K +$1.88K +24 +20%
BWP
478
Baldwin Wealth Partners
Massachusetts
$10K
EARNEST Partners
479
EARNEST Partners
Georgia
$10K
VFA
480
Valeo Financial Advisors
Indiana
$10K +$1.41K +18 +18%
Parallax Volatility Advisers
481
Parallax Volatility Advisers
California
$9K -$661K -8,445 -99%
TFO
482
Tarbox Family Office
California
$9K
HFM
483
Harvest Fund Management
China
$8K -$7.83K -100 -50%
OIA
484
OneDigital Investment Advisors
Kansas
$8K
LA
485
Legacy Advisors
Pennsylvania
$8K +$7.83K +100 New
GWM
486
Geneos Wealth Management
Colorado
$7K -$78 -1 -1%
TFGT
487
TS Financial Group (TSFG)
Illinois
$7K +$6.89K +88 New
AC
488
Avestar Capital
New York
$6K -$783 -10 -8%
EWM
489
Endurance Wealth Management
Rhode Island
$6K
PCA
490
Providence Capital Advisors
North Carolina
$6K
EI
491
Ellevest Inc
New York
$6K +$5.32K +68 New
BBHC
492
Brown Brothers Harriman & Co
New York
$6K +$5.48K +70 New
CI
493
CX Institutional
Indiana
$6K +$5.48K +70 New
ASN
494
Advisory Services Network
Georgia
$6K +$5.87K +75 New
SF
495
Synovus Financial
Georgia
$5K
YWP
496
YorkBridge Wealth Partners
New York
$5K
ZB
497
Zions Bancorporation
Utah
$5K
GSWM
498
Golden State Wealth Management
California
$5K +$4.3K +55 New
PMFA
499
Plante Moran Financial Advisors
Michigan
$5K +$5.17K +66 New
BWM
500
BerganKDV Wealth Management
Minnesota
$4K

HLT Hedge Fund Activity: Q1 2019 in Review

521 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q1 2019, worth a combined $24.2B — up 14% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new HLT positions and 47 closed out — a net gain of 49 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Capital International Investors, adding an estimated $231M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $268M sold.

  • 521 institutional investors held Hilton Worldwide (HLT) as of Q1 2019, up from 476 in Q4 2018.
  • Funds reported $24.2B of Hilton Worldwide stock for Q1 2019, up 14% quarter-over-quarter.
  • 96 funds opened new Hilton Worldwide positions in Q1 2019 and 47 closed out, a net change of +49 holders.
  • The largest Hilton Worldwide buyer in Q1 2019 was Capital International Investors, an estimated $231M added.
  • The largest Hilton Worldwide seller in Q1 2019 was Highfields Capital Management, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2019.