Hilltop Holdings Inc.

• DALLAS, TX How do I update this listing?

Hilltop Holdings is based out of Dallas. Their last reported 13F filing for Q4 2019 included $534,977,000 in managed 13F securities and a top 10 holdings concentration of 24.21%. Hilltop Holdings's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 150,458. Hilltop Holdings has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 36 13F filings, 10 13D filings, and 241 Form 4 filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $534.977 Million
  • Prior Market Value $527.042 Million
  • New Purchases51 stocks
  • Additional Purchases155 stocks
  • Sold out of39 stocks
  • Reduced holdings in181 stocks
  • Top 10 Holdings % 24.21 %
  • Turnover % [1]:22.00%
  • Turnover Alt % [2]: 17.32 %
  • Time Held Top20:4.30 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:11.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.46%
Performance Last 4 Quarters: 23.12%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Hilltop Securities Holdings LLC
HILLTOP SECURITIES INC.
PlainsCapital Bank
PlainsCapital Corp

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Form 4 - Recent Insider Transactions

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WhaleScore history for Hilltop Holdings Inc.

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