Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$57.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.69M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$5.09M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.59M |
| 5 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.77M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$3.2M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$3.05M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.27M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.26M |
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.