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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
AL
551
AJO LP
Pennsylvania
-$213K -2,175 Closed
RJT
552
Raymond James Trust
Florida
-$202K -2,066 Closed
FL
553
Fort LP
Maryland
-$124K -1,270 Closed
PCP
554
Proficio Capital Partners
Massachusetts
-$124K -1,266 Closed
BCI
555
Brinker Capital Investments
Pennsylvania
-$99K -1,011 Closed
AP
556
Advisors Preferred
Maryland
-$84K -845 Closed
MUS
557
Mitsubishi UFJ Securities
Japan
-$78K -800 Closed
RWA
558
Redhawk Wealth Advisors
Minnesota
-$70K -721 Closed
CAW
559
Cornerstone Advisors (Washington)
Washington
-$62K -631 Closed
AWM
560
Arbor Wealth Management
Florida
-$56K -569 Closed
DWM
561
Doyle Wealth Management
Florida
-$45K -460 Closed
MAU
562
MRA Associates USA
Arizona
-$37.1K -380 Closed
OSAM
563
O'Shaughnessy Asset Management
Connecticut
-$20K -201 Closed
AC
564
Avestar Capital
New York
-$8K -112 Closed
LA
565
Legacy Advisors
Pennsylvania
-$10K -100 Closed
EWM
566
Endurance Wealth Management
Rhode Island
-$7K -73 Closed
TPWA
567
TRUE Private Wealth Advisors
Oregon
-$7K -73 Closed
YWP
568
YorkBridge Wealth Partners
New York
-$6K -66 Closed
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
-$5K -50 Closed
Twin Tree Management
570
Twin Tree Management
Texas
-$4K -46 Closed
CB
571
CNB Bank
Pennsylvania
-$4K -45 Closed
QAM
572
QCI Asset Management
New York
-$4K -41 Closed
RFA
573
Reilly Financial Advisors
California
-$3K -33 Closed
GEA
574
Glen Eagle Advisors
New Jersey
-$2.25K -23 Closed
GRP
575
Global Retirement Partners
California
-$2K -19 Closed

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.