Hilltop Holdings
151 hedge funds and large institutions have $1B invested in Hilltop Holdings in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
55% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 38
30% more capital invested
Capital invested by funds: $770M → $1B (+$233M)
15% more funds holding
Funds holding: 131 → 151 (+20)
0.3% more ownership
Funds ownership: 49.66% → 49.96% (+0.3%)
52% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $3.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.7M |
| 3 |
Lazard Asset Management
New York
|
+$6.47M |
| 4 |
IGM
Incline Global Management
New York
|
+$5.08M |
| 5 |
Millennium Management
New York
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$30M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$12.2M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$5.2M |
| 4 |
CP
Clover Partners
Dallas,
Texas
|
-$2.65M |
| 5 |
PCP
Perimeter Capital Partners
Atlanta,
Georgia
|
-$2.39M |
HTH Hedge Fund Activity: Q4 2013 in Review
151 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q4 2013, worth a combined $1B — up 30% from $770M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTH positions and 10 closed out — a net gain of 20 holders — while 59 added to existing stakes and 38 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.1M. The largest seller was Wells Fargo, cutting an estimated $30M.
- 151 institutional investors held Hilltop Holdings (HTH) as of Q4 2013, up from 131 in Q3 2013.
- Funds reported $1B of Hilltop Holdings stock for Q4 2013, up 30% quarter-over-quarter.
- 30 funds opened new Hilltop Holdings positions in Q4 2013 and 10 closed out, a net change of +20 holders.
- The largest Hilltop Holdings buyer in Q4 2013 was Fidelity Investments, an estimated $15.1M added.
- The largest Hilltop Holdings seller in Q4 2013 was Wells Fargo, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2013.