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Hilton Worldwide

560 hedge funds and large institutions have $30.4B invested in Hilton Worldwide in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 170 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 43

101% more call options, than puts

Call options by funds: $240M | Put options by funds: $119M

18% more capital invested

Capital invested by funds: $25.7B → $30.4B (+$4.7B)

9% more funds holding

Funds holding: 515560 (+45)

0.6% more ownership

Funds ownership: 96.62%97.22% (+0.6%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

22% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 217

Holders
560
Holders Change
+45
Holders Change %
+8.74%
% of All Funds
11.03%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
98
Increased
170
Reduced
217
Closed
43
Calls
$240M
Puts
$119M
Net Calls
+$121M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
576
Archford Capital Strategies
Illinois
-$555K -5,961 Closed
CEP
577
Chicago Equity Partners
Illinois
-$552K -5,925 Closed
CANY
578
Caxton Associates (New York)
New York
-$526K -5,649 Closed
SRAM
579
Stone Ridge Asset Management
New York
-$512K -5,500 Closed
AIC
580
Ameritas Investment Company
Nebraska
-$509K -5,471 Closed
GH
581
GAM Holding
Switzerland
-$501K -5,386 Closed
TRCT
582
Tower Research Capital (TRC)
New York
-$447K -4,802 Closed
PCM
583
Penserra Capital Management
California
-$396K -4,260 Closed
SAM
584
SignalPoint Asset Management
Missouri
-$392K -4,208 Closed
CCIA
585
Campbell & Co Investment Adviser
Maryland
-$364K -3,909 Closed
CG
586
CFO4Life Group
Texas
-$339K -3,645 Closed
MC
587
Machina Capital
France
-$293K -3,149 Closed
MFG
588
Magnus Financial Group
New York
-$285K -3,057 Closed
WA
589
WESPAC Advisors
California
-$261K -2,800 Closed
PCS
590
Personal CFO Solutions
New Jersey
-$257K -2,763 Closed
SC
591
Sepio Capital
Utah
-$241K -2,592 Closed
QT
592
Quantamental Technologies
New York
-$182K -1,960 Closed
CLOS
593
Compagnie Lombard Odier SCmA
Switzerland
-$72K -768 Closed
LCM
594
Laurion Capital Management
New York
-$65K -700 Closed
LWM
595
Liberty Wealth Management
California
-$40K -430 Closed
CAPTRUST Financial Advisors
596
CAPTRUST Financial Advisors
North Carolina
-$36K -383 Closed
AF
597
Advisornet Financial
Minnesota
-$34K -366 Closed
WOC
598
West Oak Capital
California
-$14K -150 Closed
KWA
599
KCS Wealth Advisory
California
-$13.2K -142 Closed
AA
600
Advisory Alpha
Michigan
-$1.56K -17 Closed

HLT Hedge Fund Activity: Q4 2019 in Review

560 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q4 2019, worth a combined $30.4B — up 18% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HLT positions and 43 closed out — a net gain of 55 holders — while 170 added to existing stakes and 217 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $310M.

  • 560 institutional investors held Hilton Worldwide (HLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $30.4B of Hilton Worldwide stock for Q4 2019, up 18% quarter-over-quarter.
  • 98 funds opened new Hilton Worldwide positions in Q4 2019 and 43 closed out, a net change of +55 holders.
  • The largest Hilton Worldwide buyer in Q4 2019 was Cohen & Steers, an estimated $246M added.
  • The largest Hilton Worldwide seller in Q4 2019 was Fidelity Investments, an estimated $310M sold.

Based on aggregated 13F filings for Q4 2019.