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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
CWC
201
Carolinas Wealth Consulting
North Carolina
$2.53K -$324 -8 -12%
LC
202
Lindbrook Capital
California
$2.49K +$1.86K +46 +460%
EWA
203
EverSource Wealth Advisors
Alabama
$2.34K +$527 +13 +43%
PWMG
204
Private Wealth Management Group
New Jersey
$2K
GI
205
GAMMA Investing
California
$2K +$1.66K +41 +1,025%
SWM
206
Spire Wealth Management
Virginia
$1.78K +$649 +16 +67%
FFA
207
Farther Finance Advisors
California
$1.75K
CA
208
CoreCap Advisors
Michigan
$1.56K +$1.42K +35 New
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1.47K
RIL
210
Rothschild Investment LLC
Illinois
$889 +$608 +15 +300%
JWA
211
JFS Wealth Advisors
Pennsylvania
$756
SIC
212
SJS Investment Consulting
Ohio
$445
BGAI
213
Bruce G. Allen Investments
Colorado
$356
DPW
214
DiNuzzo Private Wealth
Pennsylvania
$267 +$41 +1 +20%
AF
215
Allworth Financial
California
$204
Franklin Resources
216
Franklin Resources
California
-$7.05M -200,682 Closed
MCM
217
Maltese Capital Management
New York
-$5.32M -151,400 Closed
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
-$4.44M -126,229 Closed
DDPIC
219
Deroy & Devereaux Private Investment Counsel
Michigan
-$2.67M -75,830 Closed
EC
220
EJF Capital
Virginia
-$2.31M -65,841 Closed
EPCA
221
Elizabeth Park Capital Advisors
Ohio
-$2.08M -59,087 Closed
FCM
222
FJ Capital Management
Virginia
-$1.27M -36,010 Closed
AI
223
Atom Investors
Texas
-$1.24M -35,314 Closed
MAM
224
Martingale Asset Management
Massachusetts
-$1.11M -31,511 Closed
CSS
225
Cubist Systematic Strategies
Connecticut
-$966K -27,485 Closed

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.