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Hilltop Holdings

182 hedge funds and large institutions have $1.07B invested in Hilltop Holdings in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $859M → $1.07B (+$209M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 175182 (+7)

1.67% more ownership

Funds ownership: 62.54%64.21% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

46% less call options, than puts

Call options by funds: $993K | Put options by funds: $1.84M

Holders
182
Holders Change
+7
Holders Change %
+4%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
28
Increased
66
Reduced
64
Closed
21
Calls
$993K
Puts
$1.84M
Net Calls
-$849K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$127M +$1.56M +90,597 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$101M -$175K -10,177 -0.2%
BlackRock
3
BlackRock
New York
$91.8M -$281K -16,348 -0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$72.8M +$8.88M +516,830 +15%
State Street
5
State Street
Massachusetts
$33.9M +$402K +23,416 +1%
American Century Companies
6
American Century Companies
Missouri
$31.1M +$9.45M +550,015 +48%
WHG
7
Westwood Holdings Group
Texas
$27.3M -$6.35M -369,712 -20%
Northern Trust
8
Northern Trust
Illinois
$23.2M +$5.94M +345,451 +38%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.7M +$612K +35,639 +3%
N
10
Nuveen
North Carolina
$20.1M -$291K -16,948 -2%
Norges Bank
11
Norges Bank
Norway
$19.2M -$1.1M -63,898 -6%
BAM
12
Bayview Asset Management
Florida
$19.1M
Goldman Sachs
13
Goldman Sachs
New York
$17.8M +$4.68M +272,104 +39%
ACL
14
Azora Capital LP
Florida
$16.2M +$15.1M +880,431 New
Charles Schwab
15
Charles Schwab
California
$16M -$471K -27,414 -3%
Ameriprise
16
Ameriprise
Minnesota
$16M -$1.43M -83,258 -9%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$15.1M +$14.1M +820,495 New
JP Morgan Chase
18
JP Morgan Chase
New York
$14.8M -$358K -20,855 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$13.9M -$3.44M -200,384 -21%
Capital Research Global Investors
20
Capital Research Global Investors
California
$13.8M +$2.58M +150,000 +25%
PAM
21
Panagora Asset Management
Massachusetts
$13.1M +$1.81M +105,385 +17%
BCM
22
BHZ Capital Management
California
$12.8M -$815K -47,395 -6%
Prudential Financial
23
Prudential Financial
New Jersey
$11.3M +$1.31M +76,435 +14%
RA
24
Royce & Associates
New York
$10.8M -$1.56M -91,051 -13%
AR
25
Advisory Research
Illinois
$10.4M -$10.3M -599,020 -51%

HTH Hedge Fund Activity: Q2 2020 in Review

182 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q2 2020, worth a combined $1.07B — up 24% from $859M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTH positions and 21 closed out — a net gain of 7 holders — while 66 added to existing stakes and 64 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $15.1M. The largest seller was Advisory Research, cutting an estimated $10.3M.

  • 182 institutional investors held Hilltop Holdings (HTH) as of Q2 2020, up from 175 in Q1 2020.
  • Funds reported $1.07B of Hilltop Holdings stock for Q2 2020, up 24% quarter-over-quarter.
  • 28 funds opened new Hilltop Holdings positions in Q2 2020 and 21 closed out, a net change of +7 holders.
  • The largest Hilltop Holdings buyer in Q2 2020 was Azora Capital LP, an estimated $15.1M added.
  • The largest Hilltop Holdings seller in Q2 2020 was Advisory Research, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2020.