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Hilton Worldwide
HLT

Overview Fund Activity

858 hedge funds and large institutions have $50.5B invested in Hilton Worldwide in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 319 increasing their positions, 310 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
118
Increased
319
Reduced
310
Closed
53
Calls
$978M
Puts
$465M
Net Calls
+$513M
Net Calls Change
+$90M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$792M
2
Brown Advisory
Brown Advisory
Maryland
+$282M
3
Capital World Investors
Capital World Investors
California
+$266M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$162M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$398M
2
Harris Associates
Harris Associates
Illinois
-$324M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$290M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$263M
5
Parnassus Investments
Parnassus Investments
California
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
601
NewEdge Wealth
Pennsylvania
$353K +$353K +1,788 New
KFA
602
Kelleher Financial Advisors
New York
$352K – – –
GWM
603
Gitterman Wealth Management
New Jersey
$350K +$350K +1,642 New
FWA
604
FSM Wealth Advisors
Ohio
$350K +$5.12K +24 +1%
IAIM
605
International Assets Investment Management
Florida
$348K +$1.49K +7 +0.4%
AAS
606
Avantax Advisory Services
Texas
$347K +$1.28K +6 +0.4%
RPC
607
Rossmore Private Capital
Connecticut
$347K – – –
CT
608
Chicago Trust
Illinois
$343K +$17.3K +81 +5%
WSTAM
609
Wilbanks Smith & Thomas Asset Management
Virginia
$340K – – –
LSAG
610
Lake Street Advisors Group
New Hampshire
$340K +$4.69K +22 +1%
WWM
611
Western Wealth Management
Colorado
$339K +$17.3K +81 +5%
GM
612
GeoWealth Management
Illinois
$338K +$338K +1,585 New
SP
613
Symmetry Partners
Connecticut
$337K – – –
DA
614
Duality Advisers
Florida
$331K +$331K +1,552 New
OC
615
Oppenheimer & Co
New York
$331K -$83.4K -391 -20%
BA
616
Ballast Advisors
Minnesota
$326K -$51.2K -240 -14%
RAM
617
Ramirez Asset Management
New York
$326K – – –
BFEC
618
Benjamin F. Edwards & Company
Missouri
$324K +$49.9K +234 +18%
CWM
619
Circle Wealth Management
New Jersey
$323K -$19.2K -90 -6%
FFM
620
Forum Financial Management
Illinois
$318K – – –
SAM
621
Smartleaf Asset Management
Massachusetts
$312K +$59.2K +276 +23%
SMA
622
Sage Mountain Advisors
Georgia
$309K -$43.7K -205 -12%
SSA
623
Schonfeld Strategic Advisors
New York
$306K +$306K +1,433 New
LTAS
624
Linden Thomas Advisory Services
North Carolina
$305K +$13.9K +65 +5%
RZH
625
Relyea Zuckerberg Hanson
Connecticut
$304K +$3.41K +16 +1%
23 24
25
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