Hilltop Holdings
173 hedge funds and large institutions have $1.36B invested in Hilltop Holdings in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
12% more funds holding
Funds holding: 155 → 173 (+18)
0% less ownership
Funds ownership: 60.2% → 60.2% (-0%)
2% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 55
7% less capital invested
Capital invested by funds: $1.46B → $1.36B (-$105M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
90% less call options, than puts
Call options by funds: $169K | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$10.8M |
| 3 |
RA
Royce & Associates
New York
|
+$10.4M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$10.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$49.1M |
| 2 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$17.2M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$12.1M |
| 4 |
Bank of New York Mellon
New York
|
-$9.46M |
| 5 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$7.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
176
Menta Capital
San Francisco,
California
| – | -$1.49M | -58,968 | Closed |
|
177
Squarepoint
New York
| – | -$738K | -29,118 | Closed |
|
178
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$534K | -21,086 | Closed |
|
|
LCM
179
Landscape Capital Management
Englewood,
New Jersey
| – | -$334K | -13,201 | Closed |
|
|
RJFSA
180
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$202K | -7,990 | Closed |
|
|
ZB
181
Zions Bancorporation
Salt Lake City,
Utah
| – | -$70K | -2,769 | Closed |
|
|
II
182
Inspire Investing
Meridian,
Idaho
| – | -$59K | -2,313 | Closed |
|
|
MOACM
183
Mutual of America Capital Management
New York
| – | -$51K | -2,025 | Closed |
|
|
DCM
184
Delpha Capital Management
New York
| – | -$29K | -1,163 | Closed |
|
|
STA
185
Summit Trail Advisors
New York
| – | -$5K | -190 | Closed |
|
|
GWM
186
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -89 | Closed |
|
|
PA
187
Parallel Advisors
San Francisco,
California
| – | -$1K | -38 | Closed |
|
HTH Hedge Fund Activity: Q1 2018 in Review
173 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q1 2018, worth a combined $1.36B — down 7.2% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HTH positions and 14 closed out — a net gain of 19 holders — while 54 added to existing stakes and 55 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.2M. The largest seller was Wellington Management Group, cutting an estimated $49.1M.
- 173 institutional investors held Hilltop Holdings (HTH) as of Q1 2018, up from 155 in Q4 2017.
- Funds reported $1.36B of Hilltop Holdings stock for Q1 2018, down 7.2% quarter-over-quarter.
- 33 funds opened new Hilltop Holdings positions in Q1 2018 and 14 closed out, a net change of +19 holders.
- The largest Hilltop Holdings buyer in Q1 2018 was Fidelity Investments, an estimated $23.2M added.
- The largest Hilltop Holdings seller in Q1 2018 was Wellington Management Group, an estimated $49.1M sold.
Based on aggregated 13F filings for Q1 2018.