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Hilton Worldwide

628 hedge funds and large institutions have $35.7B invested in Hilton Worldwide in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 229 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $727M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $32.8B → $35.7B (+$2.9B)

1% more funds holding

Funds holding: 620628 (+8)

2% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 224

0.7% less ownership

Funds ownership: 97.7%97% (-0.7%)

Holders
628
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
75
Increased
229
Reduced
224
Closed
61
Calls
$1.56B
Puts
$727M
Net Calls
+$830M
Net Calls Change
+$608M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
551
Freedman Financial Associates
Massachusetts
$35K
LWA
552
Lowe Wealth Advisors
Maryland
$34K
EI
553
Ellevest Inc
New York
$30K -$9.61K -76 -25%
HPC
554
HM Payson & Co
Maine
$30K +$6.07K +48 +27%
SSB
555
Sandy Spring Bank
Maryland
$29K
HI
556
Harbour Investments
Wisconsin
$26K
RCG
557
Rock Creek Group
District of Columbia
$25K +$24K +190 New
TPCW
558
TD Private Client Wealth
New York
$24.3K +$1.01K +8 +5%
TFA
559
Toth Financial Advisory
Virginia
$24K
WT
560
Washington Trust
Rhode Island
$23K -$253 -2 -1%
TFIPS
561
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$22K +$1.64K +13 +9%
PMFA
563
Plante Moran Financial Advisors
Michigan
$22K +$13.7K +108 +196%
LFG
564
Larson Financial Group
Missouri
$21K
VCM
565
Versant Capital Management
Arizona
$20K -$632 -5 -3%
BWM
566
Baystate Wealth Management
Massachusetts
$20K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$19K
CCA
568
Column Capital Advisors
Indiana
$17K
EARNEST Partners
569
EARNEST Partners
Georgia
$16K
CWP
570
Concord Wealth Partners
Virginia
$15K -$17.8K -141 -55%
SFPG
571
Stonebridge Financial Planning Group
Florida
$15K
ADL
572
Asset Dedication LLC
California
$15K +$14.5K +115 New
NSB
573
Norway Savings Bank
Maine
$14K
AF
574
Allworth Financial
California
$14K +$13.7K +108 New
OC
575
Oakworth Capital
Alabama
$13K -$454K -3,594 -97%

HLT Hedge Fund Activity: Q3 2021 in Review

628 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q3 2021, worth a combined $35.7B — up 8.9% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLT positions and 61 closed out — a net gain of 14 holders — while 229 added to existing stakes and 224 trimmed.

The largest buyer was Melvin Capital Management, adding an estimated $276M. The largest seller was Wellington Management Group, cutting an estimated $333M.

  • 628 institutional investors held Hilton Worldwide (HLT) as of Q3 2021, up from 620 in Q2 2021.
  • Funds reported $35.7B of Hilton Worldwide stock for Q3 2021, up 8.9% quarter-over-quarter.
  • 75 funds opened new Hilton Worldwide positions in Q3 2021 and 61 closed out, a net change of +14 holders.
  • The largest Hilton Worldwide buyer in Q3 2021 was Melvin Capital Management, an estimated $276M added.
  • The largest Hilton Worldwide seller in Q3 2021 was Wellington Management Group, an estimated $333M sold.

Based on aggregated 13F filings for Q3 2021.