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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
AIM
476
AIA Investment Management
Singapore
$22K +$22.3K +235 New
SSB
477
Sandy Spring Bank
Maryland
$20K
GWM
478
Geneos Wealth Management
Colorado
$18K +$1.23K +13 +7%
WAP
479
Wealthcare Advisory Partners
Pennsylvania
$17K +$95 +1 +0.5%
FAM
480
Fred Alger Management
New York
$16K +$9.11K +96 +125%
TL
481
TrueWealth LLC
Georgia
$15K
WOC
482
West Oak Capital
California
$14K +$14.2K +150 New
KWA
483
KCS Wealth Advisory
California
$13.2K +$13.5K +142 New
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$13K
BBHC
485
Brown Brothers Harriman & Co
New York
$13K +$8.92K +94 +224%
GWS
486
Glassman Wealth Services
Virginia
$12K -$475 -5 -4%
EARNEST Partners
487
EARNEST Partners
Georgia
$11K
VFA
488
Valeo Financial Advisors
Indiana
$11K
BFEC
489
Benjamin F. Edwards & Company
Missouri
$11K +$759 +8 +7%
EW
490
Evoke Wealth
California
$10.8K +$11K +116 New
BWP
491
Baldwin Wealth Partners
Massachusetts
$9K
TFGT
492
TS Financial Group (TSFG)
Illinois
$8K
PCA
493
Providence Capital Advisors
North Carolina
$7K
PFBT
494
Parkside Financial Bank & Trust
Missouri
$7K +$475 +5 +8%
PMFA
495
Plante Moran Financial Advisors
Michigan
$6K
BL
496
Balentine LLC
Georgia
$6K +$569 +6 +11%
VCM
497
Versant Capital Management
Arizona
$6K +$6.36K +67 +957%
EIP
498
Ellis Investment Partners
Pennsylvania
$6K +$6.55K +69 New
BWM
499
BerganKDV Wealth Management
Minnesota
$5K
IFAM
500
Institutional & Family Asset Management
Colorado
$4K -$949 -10 -20%

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.