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Hilltop Holdings

186 hedge funds and large institutions have $974M invested in Hilltop Holdings in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more call options, than puts

Call options by funds: $333K | Put options by funds: $210K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $894M → $974M (+$79.9M)

3% more funds holding

Funds holding: 181186 (+5)

0.27% more ownership

Funds ownership: 55.73%56% (+0.27%)

38% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 81

Holders
186
Holders Change
+5
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
50
Reduced
81
Closed
19
Calls
$333K
Puts
$210K
Net Calls
+$123K
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$3.78M +132,887 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M +$1.22M +42,717 +0.8%
State Street
3
State Street
Massachusetts
$81.8M -$12.9M -453,575 -14%
Ameriprise
4
Ameriprise
Minnesota
$30.8M -$558K -19,612 -2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$30M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.4M +$896K +31,492 +4%
Jennison Associates
7
Jennison Associates
New York
$24.2M +$21.3M +750,608 +1,341%
Northern Trust
8
Northern Trust
Illinois
$20.5M +$115K +4,031 +0.6%
Charles Schwab
9
Charles Schwab
California
$19.4M +$1.08M +37,937 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.7M +$429K +15,072 +2%
HCM
11
Hodges Capital Management
Texas
$15.5M +$7.95M +279,508 +118%
Norges Bank
12
Norges Bank
Norway
$15.1M -$1.94M -68,254 -12%
First Trust Advisors
13
First Trust Advisors
Illinois
$13.6M -$3.45M -121,354 -21%
RA
14
Royce & Associates
New York
$11.4M -$578K -20,311 -5%
American Century Companies
15
American Century Companies
Missouri
$11.1M +$896K +31,517 +9%
PAM
16
Panagora Asset Management
Massachusetts
$10.7M -$207K -7,272 -2%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$10.4M +$443K +15,560 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$9.52M +$3.1M +109,033 +52%
Invesco
19
Invesco
Georgia
$9.34M +$1.36M +47,948 +18%
Morgan Stanley
20
Morgan Stanley
New York
$9.09M -$233K -8,204 -3%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.42M -$70.2K -2,468 -0.9%
MI
22
M3F Inc
Utah
$8.09M -$2.69M -94,415 -26%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$7.39M -$1.41M -49,400 -17%
NRCM
24
North Reef Capital Management
California
$6.74M +$6.39M +224,606 New
Goldman Sachs
25
Goldman Sachs
New York
$6.61M -$1.83M -64,318 -23%

HTH Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q4 2022, worth a combined $974M — up 8.9% from $894M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HTH positions and 19 closed out — a net gain of 6 holders — while 50 added to existing stakes and 81 trimmed.

The largest buyer was Jennison Associates, adding an estimated $21.3M. The largest seller was State Street, cutting an estimated $12.9M.

  • 186 institutional investors held Hilltop Holdings (HTH) as of Q4 2022, up from 181 in Q3 2022.
  • Funds reported $974M of Hilltop Holdings stock for Q4 2022, up 8.9% quarter-over-quarter.
  • 25 funds opened new Hilltop Holdings positions in Q4 2022 and 19 closed out, a net change of +6 holders.
  • The largest Hilltop Holdings buyer in Q4 2022 was Jennison Associates, an estimated $21.3M added.
  • The largest Hilltop Holdings seller in Q4 2022 was State Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.