Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
137 hedge funds and large institutions have $852M invested in Heartland Financial USA, Inc. in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 22 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
2% less funds holding
Funds holding: 140 → 137 (-3)
24% less capital invested
Capital invested by funds: $1.12B → $852M (-$273M)
28% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$13.2M |
| 2 |
BlackRock
New York
|
+$9.43M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.54M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.16M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$8.28M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.7M |
| 3 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$6.95M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$4.26M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOACM
151
Mutual of America Capital Management
New York
| – | -$86K | -1,475 | Closed |
|
152
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$29K | -500 | Closed |
|
|
QT
153
Quantbot Technologies
New York
| – | -$28K | -486 | Closed |
|
154
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$12K | -207 | Closed |
|
|
PG
155
Patten Group
Chattanooga,
Tennessee
| – | -$9K | -163 | Closed |
|
156
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -46 | Closed |
|
|
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$2K | -38 | Closed |
|
158
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -7 | Closed |
|
|
MOS
159
MGO One Seven
Beachwood,
Ohio
| – | +$210 | +4 | New |
|
HTLF Hedge Fund Activity: Q4 2018 in Review
137 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2018, worth a combined $852M — down 24% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of HTLF and 21 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 38 added.
The largest buyer was Northern Trust, adding an estimated $13.2M. The largest seller was State Street, cutting an estimated $8.28M.
- 137 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2018, down from 140 in Q3 2018.
- Funds reported $852M of Heartland Financial USA, Inc. stock for Q4 2018, down 24% quarter-over-quarter.
- 21 funds opened new Heartland Financial USA, Inc. positions in Q4 2018 and 22 closed out, a net change of -1 holder.
- The largest Heartland Financial USA, Inc. buyer in Q4 2018 was Northern Trust, an estimated $13.2M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2018 was State Street, an estimated $8.28M sold.
Based on aggregated 13F filings for Q4 2018.