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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
WAP
476
Wealthcare Advisory Partners
Pennsylvania
$18K
GWM
477
Geneos Wealth Management
Colorado
$18K +$9.71K +107 +126%
O
478
Ossiam
France
$17K +$15.4K +170 New
TAIM
479
TD Ameritrade Investment Management
Nebraska
$17K +$16K +176 New
TL
480
TrueWealth LLC
Georgia
$16K
GWS
481
Glassman Wealth Services
Virginia
$14K +$726 +8 +6%
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$13K +$908 +10 +8%
EARNEST Partners
483
EARNEST Partners
Georgia
$12K
VFA
484
Valeo Financial Advisors
Indiana
$12K
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$11K -$672K -7,402 -99%
BFEC
486
Benjamin F. Edwards & Company
Missouri
$11K +$10.2K +112 New
BWP
487
Baldwin Wealth Partners
Massachusetts
$10K -$2.36K -26 -21%
HFM
488
Harvest Fund Management
China
$10K
LA
489
Legacy Advisors
Pennsylvania
$10K
TFGT
490
TS Financial Group (TSFG)
Illinois
$9K
FAM
491
Fred Alger Management
New York
$8K -$14.7K -162 -68%
AC
492
Avestar Capital
New York
$8K
EWM
493
Endurance Wealth Management
Rhode Island
$7K
PCA
494
Providence Capital Advisors
North Carolina
$7K
TPWA
495
TRUE Private Wealth Advisors
Oregon
$7K +$6.63K +73 New
PMFA
496
Plante Moran Financial Advisors
Michigan
$6K
YWP
497
YorkBridge Wealth Partners
New York
$6K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$6K +$1.45K +16 +33%
BL
499
Balentine LLC
Georgia
$6K +$5.17K +57 New
BWM
500
BerganKDV Wealth Management
Minnesota
$5K

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.