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Hilltop Holdings

184 hedge funds and large institutions have $1.39B invested in Hilltop Holdings in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.14B → $1.39B (+$251M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 186184 (-2)

6.96% less ownership

Funds ownership: 62.44%55.48% (-7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

38% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $3.49M

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
25
Increased
51
Reduced
77
Closed
27
Calls
$2.16M
Puts
$3.49M
Net Calls
-$1.33M
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M -$9.92M -413,340 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$141M -$8.24M -343,052 -6%
BlackRock
3
BlackRock
New York
$139M +$7.54M +314,297 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.7M -$36.1M -1,505,146 -32%
State Street
5
State Street
Massachusetts
$46.9M +$1.52M +63,416 +4%
WHG
6
Westwood Holdings Group
Texas
$39.7M -$780K -32,478 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$38.1M +$20.5M +855,400 +162%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$32.1M +$1.57M +65,461 +6%
Northern Trust
9
Northern Trust
Illinois
$32.1M -$1.32M -55,071 -5%
N
10
Nuveen
North Carolina
$30.4M -$30.3K -1,261 -0.1%
American Century Companies
11
American Century Companies
Missouri
$29.4M -$16.2M -676,836 -39%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$29.1M +$18.2M +757,595 +253%
BAM
13
Bayview Asset Management
Florida
$28.5M
Norges Bank
14
Norges Bank
Norway
$25.4M
Ameriprise
15
Ameriprise
Minnesota
$20.9M +$587K +24,463 +3%
Capital Research Global Investors
16
Capital Research Global Investors
California
$20.6M
Charles Schwab
17
Charles Schwab
California
$19.2M -$1.35M -56,309 -7%
Prudential Financial
18
Prudential Financial
New Jersey
$18.5M +$1.84M +76,555 +13%
RA
19
Royce & Associates
New York
$18.2M +$2.45M +102,164 +18%
Millennium Management
20
Millennium Management
New York
$17.3M -$13.8M -575,694 -48%
HAM
21
Hillcrest Asset Management
Texas
$15.8M -$38.6K -1,610 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$15M -$7.98M -332,267 -38%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$14.7M +$3.1M +129,263 +32%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$14.1M +$347K +14,467 +3%
HCM
25
Hodges Capital Management
Texas
$13.2M -$1.37M -56,931 -11%

HTH Hedge Fund Activity: Q4 2020 in Review

184 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q4 2020, worth a combined $1.39B — up 22% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HTH and 25 opened new positions — a net loss of 2 holders — while 77 trimmed existing stakes and 51 added.

The largest buyer was LSV Asset Management, adding an estimated $20.5M. The largest seller was Wellington Management Group, cutting an estimated $36.1M.

  • 184 institutional investors held Hilltop Holdings (HTH) as of Q4 2020, down from 186 in Q3 2020.
  • Funds reported $1.39B of Hilltop Holdings stock for Q4 2020, up 22% quarter-over-quarter.
  • 25 funds opened new Hilltop Holdings positions in Q4 2020 and 27 closed out, a net change of -2 holders.
  • The largest Hilltop Holdings buyer in Q4 2020 was LSV Asset Management, an estimated $20.5M added.
  • The largest Hilltop Holdings seller in Q4 2020 was Wellington Management Group, an estimated $36.1M sold.

Based on aggregated 13F filings for Q4 2020.