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Hilltop Holdings

184 hedge funds and large institutions have $1.35B invested in Hilltop Holdings in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

26% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.74M

12% more funds holding

Funds holding: 164184 (+20)

9% more capital invested

Capital invested by funds: $1.24B → $1.35B (+$110M)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

1.12% less ownership

Funds ownership: 61.98%60.86% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
4.04%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
38
Increased
61
Reduced
58
Closed
18
Calls
$2.18M
Puts
$1.74M
Net Calls
+$447K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$158M +$2.33M +101,496 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M +$19.1M +833,059 +17%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$133M -$319K -13,903 -0.2%
BlackRock
4
BlackRock
New York
$121M +$2.02M +88,017 +2%
State Street
5
State Street
Massachusetts
$45.7M -$2.01M -87,470 -4%
WHG
6
Westwood Holdings Group
Texas
$43.2M +$41M +1,787,616 +8,695%
Goldman Sachs
7
Goldman Sachs
New York
$38.5M +$14.2M +620,456 +63%
N
8
Nuveen
North Carolina
$33.3M +$5.82M +253,709 +22%
Norges Bank
9
Norges Bank
Norway
$27M -$1.06M -46,339 -4%
AR
10
Advisory Research
Illinois
$26.7M -$3.83M -167,235 -13%
Ameriprise
11
Ameriprise
Minnesota
$24.2M +$5.04M +219,887 +28%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.1M +$4.22M +184,000 +22%
BCM
13
BHZ Capital Management
California
$23M -$1.27M -55,436 -5%
Northern Trust
14
Northern Trust
Illinois
$22.5M +$520K +22,682 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.3M -$327K -14,242 -2%
BAM
16
Bayview Asset Management
Florida
$21M
Capital Research Global Investors
17
Capital Research Global Investors
California
$17.9M -$3.44M -150,000 -17%
RA
18
Royce & Associates
New York
$17.6M -$1.15M -50,000 -6%
Charles Schwab
19
Charles Schwab
California
$17.4M +$4.65M +202,703 +39%
American Century Companies
20
American Century Companies
Missouri
$15.4M -$3.39M -147,678 -19%
HCM
21
Hodges Capital Management
Texas
$15.1M +$13.4K +585 +0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.8M +$26.5K +1,154 +0.2%
PAM
23
Panagora Asset Management
Massachusetts
$11M +$8.22M +358,669 +356%
Prudential Financial
24
Prudential Financial
New Jersey
$10.8M -$75.1K -3,276 -0.7%
Invesco
25
Invesco
Georgia
$10.2M +$5.56M +242,518 +132%

HTH Hedge Fund Activity: Q3 2019 in Review

184 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q3 2019, worth a combined $1.35B — up 8.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HTH positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $41M. The largest seller was CDAM (UK), exiting entirely with an estimated $42.4M sold.

  • 184 institutional investors held Hilltop Holdings (HTH) as of Q3 2019, up from 164 in Q2 2019.
  • Funds reported $1.35B of Hilltop Holdings stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 38 funds opened new Hilltop Holdings positions in Q3 2019 and 18 closed out, a net change of +20 holders.
  • The largest Hilltop Holdings buyer in Q3 2019 was Westwood Holdings Group, an estimated $41M added.
  • The largest Hilltop Holdings seller in Q3 2019 was CDAM (UK), an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2019.