Heartland Express
HTLD
177 hedge funds and large institutions have $446M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 16 closing their positions.
89% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $537K
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
8% more funds holding
Funds holding: 164 → 177 (+13)
0.27% less ownership
Funds ownership: 50.89% → 50.62% (-0.27%)
4% less capital inflows, than outflows
Capital inflows: $39.7M | Capital outflows: $41.4M
10% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 60
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.36M |
| 2 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.82M |
| 3 |
Two Sigma Advisers
New York
|
+$2.35M |
| 4 |
Gate City Capital Management
Chicago,
Illinois
|
+$2.18M |
| 5 |
Keeley-Teton Advisors
Chicago,
Illinois
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$8.27M |
| 2 |
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$5.68M |
| 3 |
Weiss Asset Management
Boston,
Massachusetts
|
-$5.08M |
| 4 |
Bank of New York Mellon
New York
|
-$3.45M |
| 5 |
Dean Investment Associates
Beavercreek,
Ohio
|
-$2.37M |
HTLD Hedge Fund Activity: Q4 2024 in Review
177 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $446M — down 9.1% from $491M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 54 added to existing stakes and 60 trimmed.
The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.
- 177 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 164 in Q3 2024.
- Funds reported $446M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
- 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
- The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
- The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.
Based on aggregated 13F filings for Q4 2024.