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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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220 hedge funds and large institutions have $1.88B invested in Heartland Financial USA, Inc. in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $448K

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

32% more capital invested

Capital invested by funds: $1.42B → $1.88B (+$459M)

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

1% more funds holding

Funds holding: 217 → 220 (+3)

Holders
220
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
27
Increased
81
Reduced
64
Closed
24
Calls
$1.58M
Puts
$448K
Net Calls
+$1.13M
Net Calls Change
+$248K

Top Buyers

Rank Fund Capital Flow
1
WCMNY
Westchester Capital Management (New York)
New York
+$22M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$20.1M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$16.1M
4
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$15.8M
5
Norges Bank
Norges Bank
Norway
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
HB
HTLF Bank
Colorado
-$10.8M
2
First Trust Advisors
First Trust Advisors
Illinois
-$9.72M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.81M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.95M
5
American Century Companies
American Century Companies
Missouri
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
151
Evergreen Capital Management
Washington
$259K +$239K +4,560 New
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$247K +$7.9K +151 +4%
CA
153
Clearstead Advisors
Ohio
$240K – – –
SC
154
Savant Capital
Illinois
$239K +$220K +4,210 New
HNW
155
High Note Wealth
Minnesota
$238K +$220K +4,204 New
AIP
156
Ameritas Investment Partners
Nebraska
$238K – – –
SO
157
STRS Ohio
Ohio
$232K – – –
AAS
158
Ameritas Advisory Services
Nebraska
$227K +$210K +4,012 New
HighTower Advisors
159
HighTower Advisors
Illinois
$225K +$209K +3,991 New
LPL Financial
160
LPL Financial
California
$224K +$207K +3,949 New
VA
161
Vident Advisory
Georgia
$209K +$192K +3,678 New
JFA
162
JNBA Financial Advisors
Minnesota
$190K -$157K -3,000 -47%
ACM
163
Aquatic Capital Management
Illinois
$136K +$126K +2,400 New
SG Americas Securities
164
SG Americas Securities
New York
$125K +$115K +2,202 New
BTI
165
Blue Trust Inc
Georgia
$123K +$139K +2,654 +2,193%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$98K -$2.35K -45 -3%
QCG
167
Quadrant Capital Group
Ohio
$86.7K -$785 -15 -1%
AB
168
Amalgamated Bank
New York
$84K – – –
MAM
169
Marquette Asset Management
Minnesota
$83.9K – – –
HNB
170
Hilltop National Bank
Wyoming
$83.4K – – –
DB
171
Danske Bank
Denmark
$79.4K +$52.3K +1,000 +250%
CAM
172
Clarity Asset Management
Iowa
$77.8K +$366 +7 +0.5%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$70.3K +$40.8K +780 +170%
AF
174
Advisornet Financial
Minnesota
$62.4K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$60.2K – – –
5 6
7
8 9

HTLF Hedge Fund Activity: Q3 2024 in Review

220 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2024, worth a combined $1.88B — up 32% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTLF positions and 24 closed out — a net gain of 3 holders — while 81 added to existing stakes and 64 trimmed.

The largest buyer was Westchester Capital Management (New York), adding an estimated $22M. The largest seller was HTLF Bank, cutting an estimated $10.8M.

  • 220 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2024, up from 217 in Q2 2024.
  • Funds reported $1.88B of Heartland Financial USA, Inc. stock for Q3 2024, up 32% quarter-over-quarter.
  • 27 funds opened new Heartland Financial USA, Inc. positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2024 was Westchester Capital Management (New York), an estimated $22M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2024 was HTLF Bank, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2024.