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HTLF

Heartland Financial USA, Inc.

Delisted

HTLF was delisted on the 31st of January, 2025.

136 hedge funds and large institutions have $605M invested in Heartland Financial USA, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more capital invested

Capital invested by funds: $596M → $605M (+$8.74M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 140136 (-4)

61% less call options, than puts

Call options by funds: $95K | Put options by funds: $246K

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
47
Reduced
43
Closed
22
Calls
$95K
Puts
$246K
Net Calls
-$151K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
101
Highland Capital Management (Texas)
Texas
$300K +$289K +6,000 New
Legal & General Group
102
Legal & General Group
United Kingdom
$279K -$5.83K -121 -2%
BCM
103
Barometer Capital Management
Ontario, Canada
$265K +$256K +5,300 New
CAM
104
Congress Asset Management
Massachusetts
$242K
AIA
105
Affinity Investment Advisors
California
$231K +$223K +4,633 New
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$222K +$10.4K +216 +5%
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$200K +$193 +4 +0.1%
Victory Capital Management
108
Victory Capital Management
Texas
$162K +$27.8K +576 +22%
Canada Life
109
Canada Life
Manitoba, Canada
$122K
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$105K +$9.64K +200 +11%
UBS Group
111
UBS Group
Switzerland
$100K -$502K -10,409 -84%
AIP
112
Ameritas Investment Partners
Nebraska
$98K +$94.6K +1,961 New
PG
113
PEAK6 Group
Illinois
$92K +$83.2K +1,725 +1,462%
MOACM
114
Mutual of America Capital Management
New York
$74K
Simplex Trading
115
Simplex Trading
Illinois
$55K +$53.5K +1,109 New
AP
116
Atwood & Palmer
Missouri
$50K
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$50K
CG
118
Cutler Group
California
$40K +$38.9K +807 New
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$38K -$33.8K -700 -48%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$35K -$4K -83 -10%
FPFS
121
First Personal Financial Services
North Carolina
$34K
AIM
122
Arcadia Investment Management
Michigan
$27K +$26K +540 New
Creative Planning
123
Creative Planning
Kansas
$25K
JFGIW
124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K
AIM
125
Acrospire Investment Management
Illinois
$23K -$125K -2,600 -85%

HTLF Hedge Fund Activity: Q1 2017 in Review

136 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2017, worth a combined $605M — up 1.5% from $596M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLF positions and 22 closed out — a net gain of 2 holders — while 47 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Dubuque Bank & Trust, cutting an estimated $61.3M.

  • 136 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2017, down from 140 in Q4 2016.
  • Funds reported $605M of Heartland Financial USA, Inc. stock for Q1 2017, up 1.5% quarter-over-quarter.
  • 24 funds opened new Heartland Financial USA, Inc. positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2017 was BlackRock, an estimated $69.7M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2017 was Dubuque Bank & Trust, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2017.