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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
BWP
576
Baldwin Wealth Partners
Massachusetts
$13K
TWM
577
Tradition Wealth Management
Minnesota
$13K
LWM
578
Liberty Wealth Management
California
$13K +$1.39K +11 +14%
JCM
579
Jacobi Capital Management
Pennsylvania
$13K +$12.6K +100 New
BIA
580
Bell Investment Advisors
California
$13K +$12.8K +101 New
TAIM
581
TD Ameritrade Investment Management
Nebraska
$12K -$246K -1,944 -93%
TWA
582
TCI Wealth Advisors
Arizona
$12K +$4.8K +38 +68%
MG
583
MilWealth Group
Wisconsin
$11.9K +$11.4K +90 New
LPWM
584
Lake Point Wealth Management
Texas
$11K -$2.4K -19 -19%
AWM
585
Accel Wealth Management
Iowa
$11K
ST
586
Smithfield Trust
Pennsylvania
$11K
BWA
587
BDO Wealth Advisors
Florida
$10K
SWA
588
SOA Wealth Advisors
New York
$10K +$126 +1 +1%
Optiver Holding
589
Optiver Holding
Netherlands
$10K +$9.73K +77 New
WPA
590
West Paces Advisors
Georgia
$9.25K
AWM
591
Avior Wealth Management
Nebraska
$9K
RA
592
Resolute Advisors
California
$9K +$506 +4 +6%
FMP
593
Financial Management Professionals
Texas
$9K +$8.72K +69 New
SWA
594
Sutton Wealth Advisors
Florida
$8.19K +$1.52K +12 +24%
EBA
595
Eagle Bay Advisors
New York
$8K -$632 -5 -8%
BAM
596
Barrett Asset Management
New York
$7K
GPA
597
Guidance Point Advisors
Massachusetts
$7K +$6.83K +54 New
EW
598
Evoke Wealth
California
$6K -$126 -1 -2%
TJHA
599
Thomas J. Herzfeld Advisors
Florida
$6K +$1.64K +13 +36%
DWMG
600
DB Wealth Management Group
California
$5K

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.