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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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133 hedge funds and large institutions have $704M invested in Heartland Financial USA, Inc. in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

18% more capital invested

Capital invested by funds: $598M → $704M (+$106M)

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
51
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DBT
Dubuque Bank & Trust
Iowa
+$57.6M
2
Bank of America
Bank of America
North Carolina
+$5.69M
3
EVM
Eaton Vance Management
Massachusetts
+$5.09M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.59M
5
SAM
Sentinel Asset Management
Vermont
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$3.77M
2
Credit Agricole
Credit Agricole
France
-$3.2M
3
AIM
Artemis Investment Management
United Kingdom
-$3.05M
4
PI
Putnam Investments
Massachusetts
-$2.27M
5
State Street
State Street
Massachusetts
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$234K +$42K +919 +24%
AIA
102
Affinity Investment Advisors
California
$229K – – –
TSS
103
Two Sigma Securities
New York
$223K +$206K +4,514 New
TA
104
Teton Advisors
New York
$222K +$206K +4,500 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$220K +$58.9K +1,288 +41%
SCM
106
Stevens Capital Management
Pennsylvania
$210K -$42K -919 -18%
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$199K +$229 +5 +0.1%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$163K +$38.4K +839 +34%
UBS Group
109
UBS Group
Switzerland
$146K +$125K +2,727 +1,207%
PAI
110
Pittenger & Anderson Inc
Nebraska
$142K -$45.7K -1,000 -26%
Canada Life
111
Canada Life
Manitoba, Canada
$121K – – –
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$121K +$95K +2,078 +559%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$119K +$6.72K +147 +6%
TRCT
114
Tower Research Capital (TRC)
New York
$111K +$94.6K +2,070 +1,225%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$104K +$4.57K +100 +5%
AIP
116
Ameritas Investment Partners
Nebraska
$98K – – –
MOACM
117
Mutual of America Capital Management
New York
$73K – – –
MAM
118
Meeder Asset Management
Ohio
$72K +$3.66K +80 +6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$63K – – –
AP
120
Atwood & Palmer
Missouri
$54K – – –
FPFS
121
First Personal Financial Services
North Carolina
$33K – – –
Barclays
122
Barclays
United Kingdom
$28K +$24.7K +540 +1,800%
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
AG
124
Advisor Group
Arizona
$25K +$1.37K +30 +6%
WAS
125
Winch Advisory Services
Wisconsin
$18K +$46 +1 +0.3%
2 3 4
5
6

HTLF Hedge Fund Activity: Q3 2017 in Review

133 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2017, worth a combined $704M — up 18% from $598M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2017: 11 funds opened new positions, 11 closed out, 51 added to existing stakes and 42 trimmed.

The largest buyer was Dubuque Bank & Trust, adding an estimated $57.6M. The largest seller was Principal Financial Group, cutting an estimated $3.77M.

  • 133 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $704M of Heartland Financial USA, Inc. stock for Q3 2017, up 18% quarter-over-quarter.
  • 11 funds opened new Heartland Financial USA, Inc. positions in Q3 2017 and 11 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2017 was Dubuque Bank & Trust, an estimated $57.6M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2017 was Principal Financial Group, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2017.