Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
219 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, 63 reducing their positions, and 24 closing their positions.
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)
29% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 63
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
2.42% more ownership
Funds ownership: 74.81% → 77.23% (+2.4%)
1% more funds holding
Funds holding: 216 → 219 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$22M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$20.1M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$16.1M |
| 4 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$15.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
HTLF Bank
Denver,
Colorado
|
-$10.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.72M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.81M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.95M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$5.41M |
HTLF Hedge Fund Activity: Q3 2024 in Review
219 of the 6,978 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 63 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.
- 219 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2024, up from 216 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.