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Hilton Worldwide

485 hedge funds and large institutions have $19B invested in Hilton Worldwide in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 179 increasing their positions, 196 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $184M | Put options by funds: $148M

3.32% more ownership

Funds ownership: 97.22%100.54% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 196

13% less funds holding

Funds holding: 559485 (-74)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

37% less capital invested

Capital invested by funds: $30.4B → $19B (-$11.4B)

49% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 134

Holders
485
Holders Change
-74
Holders Change %
-13.24%
% of All Funds
10.69%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.24%
New
69
Increased
179
Reduced
196
Closed
134
Calls
$184M
Puts
$148M
Net Calls
+$36M
Net Calls Change
-$84.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.35B +$866M +8,889,561 +35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.5B +$49.5M +508,056 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.46B +$1.38B +14,168,234 +195%
BlackRock
4
BlackRock
New York
$1.27B -$19.5M -200,717 -1%
PSCM
5
Pershing Square Capital Management
New York
$941M +$315M +3,232,784 +31%
Harris Associates
6
Harris Associates
Illinois
$926M -$33.2M -341,321 -2%
State Street
7
State Street
Massachusetts
$779M -$15.5M -158,831 -1%
DCP
8
D1 Capital Partners
New York
$760M +$479M +4,920,472 +79%
VVP
9
Vulcan Value Partners
Alabama
$659M +$359M +3,685,134 +62%
Principal Financial Group
10
Principal Financial Group
Iowa
$620M +$17.8M +183,257 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$620M -$632M -6,492,180 -42%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$594M +$318M +3,270,009 +60%
Capital International Investors
13
Capital International Investors
California
$390M -$544M -5,586,097 -49%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$297M +$6.85M +70,389 +2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$285M -$99.3M -1,019,645 -20%
JP Morgan Chase
16
JP Morgan Chase
New York
$221M -$302M -3,102,922 -49%
Bank of America
17
Bank of America
North Carolina
$221M +$193M +1,978,637 +158%
Northern Trust
18
Northern Trust
Illinois
$219M +$11.2M +114,814 +4%
LPC
19
Lone Pine Capital
Connecticut
$201M +$288M +2,952,652 New
PI
20
Putnam Investments
Massachusetts
$196M -$51.7M -530,704 -16%
Norges Bank
21
Norges Bank
Norway
$174M -$7.59M -77,926 -3%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$155M -$32.3M -331,794 -13%
Cohen & Steers
23
Cohen & Steers
New York
$140M -$40M -410,249 -17%
Bessemer Group
24
Bessemer Group
New Jersey
$136M +$194M +1,989,703 +328,334%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$135M -$4.78M -49,039 -2%

HLT Hedge Fund Activity: Q1 2020 in Review

485 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hilton Worldwide (HLT) for Q1 2020, worth a combined $19B — down 37% from $30.4B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of HLT and 69 opened new positions — a net loss of 65 holders — while 196 trimmed existing stakes and 179 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.38B. The largest seller was Wellington Management Group, cutting an estimated $632M.

  • 485 institutional investors held Hilton Worldwide (HLT) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $19B of Hilton Worldwide stock for Q1 2020, down 37% quarter-over-quarter.
  • 69 funds opened new Hilton Worldwide positions in Q1 2020 and 134 closed out, a net change of -65 holders.
  • The largest Hilton Worldwide buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.38B added.
  • The largest Hilton Worldwide seller in Q1 2020 was Wellington Management Group, an estimated $632M sold.

Based on aggregated 13F filings for Q1 2020.