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Hilton Worldwide
HLT

Overview Fund Activity

730 hedge funds and large institutions have $36.9B invested in Hilton Worldwide in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 262 increasing their positions, 277 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-18
Holders Change %
-2.41%
% of All Funds
11.64%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
78
Increased
262
Reduced
277
Closed
86
Calls
$594M
Puts
$345M
Net Calls
+$248M
Net Calls Change
-$172M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
2
Holocene Advisors
Holocene Advisors
New York
+$147M
3
PSCM
Pershing Square Capital Management
New York
+$146M
4
Capital World Investors
Capital World Investors
California
+$117M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$98.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$406M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
3
DCP
D1 Capital Partners
New York
-$205M
4
BlackRock
BlackRock
New York
-$179M
5
Ameriprise
Ameriprise
Minnesota
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
551
Oppenheimer & Co
New York
$250K -$67.4K -449 -21%
QCG
552
Quadrant Capital Group
Ohio
$250K +$49.9K +332 +25%
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$250K +$7.21K +48 +3%
CS
554
Comerica Securities
Michigan
$248K +$3.3K +22 +1%
KFA
555
Kelleher Financial Advisors
New York
$248K – – –
RPC
556
Rossmore Private Capital
Connecticut
$247K -$7.51K -50 -3%
CA
557
Clearstead Advisors
Ohio
$244K +$122K +811 +100%
SMA
558
Sage Mountain Advisors
Georgia
$243K +$1.05K +7 +0.4%
CWM
559
Circle Wealth Management
New Jersey
$241K – – –
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
CG
561
Cutler Group
California
$239K – – –
AAS
562
Avantax Advisory Services
Texas
$237K -$29.1K -194 -11%
PWPS
563
Pinnacle Wealth Planning Services
Ohio
$234K -$1.2K -8 -0.5%
FB
564
Fulton Bank
Pennsylvania
$232K -$52.7K -351 -19%
SIM
565
Sentry Investment Management
Wisconsin
$228K -$42.5K -283 -16%
IAIM
566
International Assets Investment Management
Florida
$226K +$1.49K +10 +0.7%
FFM
567
Forum Financial Management
Illinois
$224K – – –
CT
568
Chicago Trust
Illinois
$223K +$223K +1,485 New
DC
569
Davenport & Co
Virginia
$222K -$102K -677 -31%
GL
570
Graypoint LLC
New York
$220K +$220K +1,468 New
IAA
571
Independent Advisor Alliance
North Carolina
$216K +$216K +1,439 New
TIMH
572
Tilt Investment Management Holdings
New York
$216K – – –
SQA
573
Simon Quick Advisors
New Jersey
$212K +$212K +1,414 New
BRWA
574
B. Riley Wealth Advisors
Florida
$211K +$211K +1,405 New
EWM
575
Empirical Wealth Management
Washington
$211K -$7.96K -53 -4%
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