HGV ranks #2086 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
HGV is a top-conviction position for Mudita Advisors LLP — at 30.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HGV belongs to Apollo Management Holdings, L.P., but the position matters far more to Mudita Advisors LLP, who has 30.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
California State Teachers Retirement System has added to its HGV position for two straight quarters, increasing it by $65.2M to reach $67.7M today.
Apollo Management Holdings, L.P. has trimmed its HGV position for two straight quarters, cutting it by $162.1M while still holding $654.4M.
HGV is down 0% today, but institutions show net buying of $142.3M this quarter — a divergence between today's price move and the underlying institutional flow.