Hilltop Holdings Inc.

Q1 2014 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
220
Total value ($000)
$200,546
Net value change ($000)
+5,205 (2.7%)
New positions
26
Sold out positions
33
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2014 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWM 2,806 127.3%
SWS GROUP INC COM 2,066 23.0%
POWERSHARES 1,947 92.9%
VZ 918 266.9%
NEWFIELD EXPLOR 871 70.2%
Kraft Heinz Company 837 359.2%
COP 681 68.8%
T 663 78.5%
SDY 656 14.2%
PM 635 133.4%
Top Reduces (Value $000, Stocks/ETFs)
HTH -3,958 -45.9%
MBB -1,809 -35.7%
IGSB -1,161 -12.6%
IVV -1,104 -100.0%
XLY -1,003 -76.2%
IYJ -990 -100.0%
XLP -936 -100.0%
VOD -930 -100.0%
KYN -909 -13.7%
XLU -793 -39.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type