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Hilton Worldwide

506 hedge funds and large institutions have $20.3B invested in Hilton Worldwide in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 81

10% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 173

7% more capital invested

Capital invested by funds: $19B → $20.3B (+$1.25B)

4% more funds holding

Funds holding: 486506 (+20)

0.8% less ownership

Funds ownership: 100.54%99.73% (-0.8%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

34% less call options, than puts

Call options by funds: $253M | Put options by funds: $382M

Holders
506
Holders Change
+20
Holders Change %
+4.12%
% of All Funds
10.37%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
103
Increased
191
Reduced
173
Closed
81
Calls
$253M
Puts
$382M
Net Calls
-$129M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$5K +$5.57K +75 New
PFBT
477
Parkside Financial Bank & Trust
Missouri
$4K -$2.75K -37 -43%
EW
478
Evoke Wealth
California
$4K
JCM
479
Jacobi Capital Management
Pennsylvania
$4K +$4.08K +55 New
SIS
480
Sound Income Strategies
Florida
$4K +$4.45K +60 New
IRC
481
Investors Research Corp
Georgia
$3K
NSIM
482
North Star Investment Management
Illinois
$3K
SIAS
483
Shine Investment Advisory Services
Colorado
$3K
HR
484
Howe & Rusling
New York
$3K +$2.9K +39 New
LWM
485
Lenox Wealth Management
Ohio
$3K +$3.49K +47 New
RWML
486
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.64K
SWA
487
Sutton Wealth Advisors
Florida
$2.5K -$445 -6 -15%
GEA
488
Glen Eagle Advisors
New Jersey
$2.2K +$2.23K +30 New
TFO
489
Tarbox Family Office
California
$2K -$1.41K -19 -48%
HWA
490
HHM Wealth Advisors
Tennessee
$2K
BAM
491
Bellevue Asset Management
Washington
$2K +$148 +2 +7%
TJHA
492
Thomas J. Herzfeld Advisors
Florida
$2K +$1.86K +25 New
ABC
493
Associated Banc-Corp
Wisconsin
$2K +$2.15K +29 New
ST
494
Smithfield Trust
Pennsylvania
$2K +$2.23K +30 New
AssetMark Inc
495
AssetMark Inc
California
$1K -$939K -12,653 -100%
SFSIG
496
San Francisco Sentry Investment Group
California
$1K -$6.16K -83 -81%
BWM
497
BerganKDV Wealth Management
Minnesota
$1K -$2.97K -40 -78%
ZB
498
Zions Bancorporation
Utah
$1K
JG
499
Jefferies Group
New York
$958 -$1.26M -16,952 -57%
KFS
500
Kelly Financial Services
Massachusetts
$588 +$594 +8 New

HLT Hedge Fund Activity: Q2 2020 in Review

506 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q2 2020, worth a combined $20.3B — up 6.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new HLT positions and 81 closed out — a net gain of 22 holders — while 191 added to existing stakes and 173 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $540M. The largest seller was Capital Research Global Investors, cutting an estimated $614M.

  • 506 institutional investors held Hilton Worldwide (HLT) as of Q2 2020, up from 486 in Q1 2020.
  • Funds reported $20.3B of Hilton Worldwide stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 103 funds opened new Hilton Worldwide positions in Q2 2020 and 81 closed out, a net change of +22 holders.
  • The largest Hilton Worldwide buyer in Q2 2020 was Viking Global Investors, an estimated $540M added.
  • The largest Hilton Worldwide seller in Q2 2020 was Capital Research Global Investors, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2020.