Heartland Express
HTLD
163 hedge funds and large institutions have $697M invested in Heartland Express in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 21 closing their positions.
180% more call options, than puts
Call options by funds: $412K | Put options by funds: $147K
1% more capital invested
Capital invested by funds: $687M → $697M (+$10.1M)
1.02% less ownership
Funds ownership: 54.81% → 53.79% (-1%)
6% less funds holding
Funds holding: 174 → 163 (-11)
40% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 75
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.96M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$2.64M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.12M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$1.97M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.34M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3M |
| 4 |
BlackRock
New York
|
-$2.57M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Lazard Asset Management
New York
| – | -$117K | -7,383 | Closed |
|
|
TWA
177
TCI Wealth Advisors
Tucson,
Arizona
| – | -$17K | -1,068 | Closed |
|
|
AWM
178
Accel Wealth Management
Waverly,
Iowa
| – | -$10.1K | -633 | Closed |
|
179
Allspring Global Investments
Charlotte,
North Carolina
| – | -$5.01K | -315 | Closed |
|
|
BAM
180
Belpointe Asset Management
Reno,
Nevada
| – | -$4.3K | -270 | Closed |
|
|
AAS
181
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.88K | -249 | Closed |
|
|
DFCM
182
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$1.54K | -97 | Closed |
|
|
AF
183
Allworth Financial
Folsom,
California
| – | -$1.35K | -85 | Closed |
|
|
ASN
184
Advisory Services Network
Atlanta,
Georgia
| – | -$700 | -44 | Closed |
|
HTLD Hedge Fund Activity: Q2 2023 in Review
163 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2023, worth a combined $697M — up 1.5% from $687M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HTLD and 11 opened new positions — a net loss of 10 holders — while 75 trimmed existing stakes and 45 added.
The largest buyer was Wellington Management Group, adding an estimated $2.96M. The largest seller was JP Morgan Chase, cutting an estimated $3.34M.
- 163 institutional investors held Heartland Express (HTLD) as of Q2 2023, down from 174 in Q1 2023.
- Funds reported $697M of Heartland Express stock for Q2 2023, up 1.5% quarter-over-quarter.
- 11 funds opened new Heartland Express positions in Q2 2023 and 21 closed out, a net change of -10 holders.
- The largest Heartland Express buyer in Q2 2023 was Wellington Management Group, an estimated $2.96M added.
- The largest Heartland Express seller in Q2 2023 was JP Morgan Chase, an estimated $3.34M sold.
Based on aggregated 13F filings for Q2 2023.