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HTLF

Heartland Financial USA, Inc.

Delisted

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

217 hedge funds and large institutions have $1.42B invested in Heartland Financial USA, Inc. in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,239% more call options, than puts

Call options by funds: $951K | Put options by funds: $71K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

29% more capital invested

Capital invested by funds: $1.1B → $1.42B (+$319M)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

4% more funds holding

Funds holding: 208217 (+9)

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
52
Increased
68
Reduced
64
Closed
41
Calls
$951K
Puts
$71K
Net Calls
+$880K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$47.2K +$40.5K +1,000 +1,613%
S
177
SignatureFD
Georgia
$38.5K +$3.04K +75 +9%
UFF
178
USA Financial Formulas
Michigan
$36.8K +$33.6K +828 New
PA
179
Parallel Advisors
California
$33.9K
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.3K -$1.01K -25 -3%
ME
181
McIlrath & Eck
Washington
$23.6K -$5.11K -126 -19%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$20.4K -$8.03K -198 -30%
LFG
183
Larson Financial Group
Missouri
$19.1K
AAP
184
Arax Advisory Partners
Colorado
$19K +$17.3K +427 New
WAS
185
Winch Advisory Services
Wisconsin
$18.6K +$122 +3 +0.7%
DB
186
Danske Bank
Denmark
$17.8K +$16.2K +400 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$16.5K
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$12K
SAM
189
Smartleaf Asset Management
Massachusetts
$11.2K +$10.3K +255 New
Comerica Bank
190
Comerica Bank
Texas
$10.6K -$122 -3 -1%
CTC
191
Central Trust Company
Missouri
$10.1K
CSB
192
City State Bank
Iowa
$6.67K
HNB
193
Huntington National Bank
Ohio
$6.36K -$1.62K -40 -22%
BFPW
194
BOK Financial Private Wealth
Colorado
$4.89K
HWA
195
HHM Wealth Advisors
Tennessee
$4.58K
BTI
196
Blue Trust Inc
Georgia
$4.25K +$4.83K +119 +5,950%
PFC
197
Phocas Financial Corp
California
$3.9K -$67.4K -1,662 -2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$3.42K -$185K -4,567 -98%
S
199
Sachetta
Massachusetts
$3.04K
CFGS
200
Concourse Financial Group Securities
Alabama
$2.71K -$1.14K -28 -31%

HTLF Hedge Fund Activity: Q2 2024 in Review

217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2024, worth a combined $1.42B — up 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HTLF positions and 41 closed out — a net gain of 11 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $42.5M. The largest seller was BlackRock, cutting an estimated $94.9M.

  • 217 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.42B of Heartland Financial USA, Inc. stock for Q2 2024, up 29% quarter-over-quarter.
  • 52 funds opened new Heartland Financial USA, Inc. positions in Q2 2024 and 41 closed out, a net change of +11 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2024 was Magnetar Financial, an estimated $42.5M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2024 was BlackRock, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2024.