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Hilltop Holdings

175 hedge funds and large institutions have $1.34B invested in Hilltop Holdings in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,975% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $4K

30% more capital invested

Capital invested by funds: $1.04B → $1.34B (+$306M)

2.35% more ownership

Funds ownership: 56.17%58.52% (+2.3%)

0% more funds holding

Funds holding: 175175 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
175
Holders Change
Holders Change %
0%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
54
Reduced
63
Closed
19
Calls
$1.24M
Puts
$4K
Net Calls
+$1.24M
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$275M +$19.2M +636,893 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$3.19M +105,716 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$126M -$174K -5,765 -0.2%
State Street
4
State Street
Massachusetts
$87.9M +$4.46M +147,504 +6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$79.2M
Morgan Stanley
6
Morgan Stanley
New York
$63.5M +$41.2M +1,362,716 +310%
NRCM
7
North Reef Capital Management
California
$61.9M -$23.2M -767,500 -30%
Jennison Associates
8
Jennison Associates
New York
$36.9M -$2.47M -81,697 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.6M +$1.35M +44,662 +5%
HCM
10
Hodges Capital Management
Texas
$24.8M +$12M +395,626 +128%
Charles Schwab
11
Charles Schwab
California
$24.7M +$300K +9,927 +1%
Northern Trust
12
Northern Trust
Illinois
$23.2M -$15.1K -501 -0.1%
Ameriprise
13
Ameriprise
Minnesota
$16.6M +$855K +28,299 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.1M -$2.33M -77,017 -14%
American Century Companies
15
American Century Companies
Missouri
$14.1M +$522K +17,285 +5%
Invesco
16
Invesco
Georgia
$13.2M -$184K -6,096 -2%
Holocene Advisors
17
Holocene Advisors
New York
$11.6M +$10M +330,810 New
PAM
18
Panagora Asset Management
Massachusetts
$11.3M -$329K -10,900 -3%
N
19
Nuveen
North Carolina
$11.1M +$5.07M +167,936 +114%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$10.3M +$7.64M +252,937 +625%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$9.84M -$570K -18,870 -6%
RA
22
Royce & Associates
New York
$9.76M -$483K -16,000 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.43M -$36.5K -1,208 -0.4%
Citadel Advisors
24
Citadel Advisors
Florida
$8.03M -$832K -27,548 -11%
Millennium Management
25
Millennium Management
New York
$7.99M +$35.5K +1,176 +0.5%

HTH Hedge Fund Activity: Q4 2023 in Review

175 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q4 2023, worth a combined $1.34B — up 30% from $1.04B a quarter earlier.

Fund positioning in HTH was balanced in Q4 2023: 19 funds opened new positions, 19 closed out, 54 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was North Reef Capital Management, cutting an estimated $23.2M.

  • 175 institutional investors held Hilltop Holdings (HTH) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.34B of Hilltop Holdings stock for Q4 2023, up 30% quarter-over-quarter.
  • 19 funds opened new Hilltop Holdings positions in Q4 2023 and 19 closed out, a net change of 0 holders.
  • The largest Hilltop Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $41.2M added.
  • The largest Hilltop Holdings seller in Q4 2023 was North Reef Capital Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2023.