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Hilltop Holdings

189 hedge funds and large institutions have $1.12B invested in Hilltop Holdings in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,810% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $41K

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

8% more funds holding

Funds holding: 175189 (+14)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

3.49% less ownership

Funds ownership: 58.52%55.03% (-3.5%)

16% less capital invested

Capital invested by funds: $1.34B → $1.12B (-$220M)

Holders
189
Holders Change
+14
Holders Change %
+8%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
54
Reduced
59
Closed
15
Calls
$1.19M
Puts
$41K
Net Calls
+$1.15M
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M -$8.89M -279,939 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$4.88M +153,697 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M -$2.86M -89,981 -3%
State Street
4
State Street
Massachusetts
$79.3M +$1.2M +37,724 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$70.5M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$31.4M +$597K +18,779 +2%
NRCM
7
North Reef Capital Management
California
$29M -$26.4M -830,928 -47%
Jennison Associates
8
Jennison Associates
New York
$27M -$5.86M -184,316 -18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.3M +$10.2M +319,503 +70%
Charles Schwab
10
Charles Schwab
California
$23.1M +$1.21M +37,955 +5%
Morgan Stanley
11
Morgan Stanley
New York
$17.7M -$39.3M -1,236,747 -69%
Northern Trust
12
Northern Trust
Illinois
$15.9M -$4.78M -150,592 -23%
Ameriprise
13
Ameriprise
Minnesota
$14.6M -$195K -6,149 -1%
HCM
14
Hodges Capital Management
Texas
$14.4M -$7.76M -244,162 -35%
American Century Companies
15
American Century Companies
Missouri
$12.9M +$426K +13,405 +3%
Invesco
16
Invesco
Georgia
$10.9M -$867K -27,272 -7%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$9.87M +$692K +21,771 +7%
PAM
18
Panagora Asset Management
Massachusetts
$9.58M -$484K -15,244 -5%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$8.54M -$210K -6,600 -2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$8.54M +$4.37M +137,644 +102%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$7.91M +$5.9M +185,789 +279%
RA
22
Royce & Associates
New York
$7.72M -$979K -30,821 -11%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.52M -$878K -27,642 -10%
N
24
Nuveen
North Carolina
$7.35M -$2.55M -80,303 -25%
Citadel Advisors
25
Citadel Advisors
Florida
$6.41M -$738K -23,224 -10%

HTH Hedge Fund Activity: Q1 2024 in Review

189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q1 2024, worth a combined $1.12B — down 16% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTH positions and 15 closed out — a net gain of 15 holders — while 54 added to existing stakes and 59 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $39.3M.

  • 189 institutional investors held Hilltop Holdings (HTH) as of Q1 2024, up from 175 in Q4 2023.
  • Funds reported $1.12B of Hilltop Holdings stock for Q1 2024, down 16% quarter-over-quarter.
  • 30 funds opened new Hilltop Holdings positions in Q1 2024 and 15 closed out, a net change of +15 holders.
  • The largest Hilltop Holdings buyer in Q1 2024 was Bank of New York Mellon, an estimated $10.2M added.
  • The largest Hilltop Holdings seller in Q1 2024 was Morgan Stanley, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2024.