Hilton Capital Management, LLC

Q4 2013 13F-HR Holdings

Location
Garden City, NY
Holdings as of
12/31/2013
Date filed
1/22/2014
Form type
13F-HR
Num holdings
84
Total value ($000)
$259,540
Net value change ($000)
New positions
77
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
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)
EPD 20,824
WEP 10,976
PAA 10,538
HOME LN SERVICING SOLUTIONS 10,237
TARGA RESOURCES PARTNERS LP COM UNIT 9,418
WMT 8,305
STL 8,132
PFX 7,482
WMB 7,468
RITM 6,874
Top Reduces (Value $000, Stocks/ETFs)
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