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Hilltop Holdings

203 hedge funds and large institutions have $1.39B invested in Hilltop Holdings in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 184203 (+19)

3% more capital invested

Capital invested by funds: $1.35B → $1.39B (+$45.1M)

0.87% more ownership

Funds ownership: 60.86%61.72% (+0.87%)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

98% less call options, than puts

Call options by funds: $12K | Put options by funds: $690K

Holders
203
Holders Change
+19
Holders Change %
+10.33%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
61
Reduced
71
Closed
20
Calls
$12K
Puts
$690K
Net Calls
-$678K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$160M -$5.16M -211,279 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$137M -$1.59M -64,984 -1%
BlackRock
3
BlackRock
New York
$125M -$1.99M -81,583 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$88.5M -$55M -2,253,648 -39%
State Street
5
State Street
Massachusetts
$48.9M +$1.12M +45,765 +2%
WHG
6
Westwood Holdings Group
Texas
$46.8M +$1.7M +69,458 +4%
N
7
Nuveen
North Carolina
$40.4M +$5.59M +228,957 +16%
Goldman Sachs
8
Goldman Sachs
New York
$35.6M -$4.47M -183,071 -11%
Norges Bank
9
Norges Bank
Norway
$28.2M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.4M +$1.11M +45,506 +5%
Northern Trust
11
Northern Trust
Illinois
$22.7M -$745K -30,519 -3%
Ameriprise
12
Ameriprise
Minnesota
$22.3M -$2.93M -119,867 -12%
BCM
13
BHZ Capital Management
California
$22.1M -$1.82M -74,561 -8%
Renaissance Technologies
14
Renaissance Technologies
New York
$22.1M -$3.06M -125,500 -12%
BAM
15
Bayview Asset Management
Florida
$22M
Charles Schwab
16
Charles Schwab
California
$21.9M +$3.7M +151,679 +21%
PAM
17
Panagora Asset Management
Massachusetts
$20.8M +$9.14M +374,212 +81%
American Century Companies
18
American Century Companies
Missouri
$16.7M +$632K +25,891 +4%
RA
19
Royce & Associates
New York
$16.6M -$1.81M -74,000 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$16.5M +$8.1M +331,946 +100%
Prudential Financial
21
Prudential Financial
New Jersey
$16.4M +$5.05M +206,903 +46%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$15.3M +$11.8M +484,031 +379%
Capital Research Global Investors
23
Capital Research Global Investors
California
$15M -$3.66M -150,000 -20%
HCM
24
Hodges Capital Management
Texas
$14.3M -$1.45M -59,303 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.6M +$281K +11,499 +2%

HTH Hedge Fund Activity: Q4 2019 in Review

203 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q4 2019, worth a combined $1.39B — up 3.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HTH positions and 20 closed out — a net gain of 21 holders — while 61 added to existing stakes and 71 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.8M. The largest seller was Fidelity Investments, cutting an estimated $55M.

  • 203 institutional investors held Hilltop Holdings (HTH) as of Q4 2019, up from 184 in Q3 2019.
  • Funds reported $1.39B of Hilltop Holdings stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 41 funds opened new Hilltop Holdings positions in Q4 2019 and 20 closed out, a net change of +21 holders.
  • The largest Hilltop Holdings buyer in Q4 2019 was Wellington Management Group, an estimated $11.8M added.
  • The largest Hilltop Holdings seller in Q4 2019 was Fidelity Investments, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2019.