13F-HR: Hilltop Holdings Inc. Discloses Q2 2024 Investment Portfolio

Hilltop Holdings Inc. reports its holdings for the quarter ended June 30, 2024, with a total portfolio value of $865.6 million.

Summary

• Hilltop Holdings Inc. filed its Form 13F for the quarter ended June 30, 2024.
• The report details the company's holdings as an institutional investment manager.
• The total value of the reported holdings is $865,567,136.
• The filing includes a list of other included managers: PlainsCapital Corp, PlainsCapital Bank, Hilltop Securities Holdings LLC and HILLTOP SECURITIES INC..

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral.

Positives

• The document provides a comprehensive overview of Hilltop Holdings Inc.'s investment portfolio.
• The detailed holdings information allows for analysis of the company's investment strategy.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings.

Comparison to Industry Standards

• Without additional context or specific industry benchmarks, it's challenging to directly compare Hilltop Holdings' portfolio performance to industry standards.
• However, the filing provides a detailed snapshot of their asset allocation, which can be compared to similar financial institutions or investment managers.
• For example, one could compare the allocation to ETFs versus individual stocks, or the weighting of different sectors, against industry averages or specific competitor portfolios.
• Comparable companies could include other regional financial services firms or asset managers with similar investment mandates.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Hilltop Holdings Inc.
• The filing provides transparency to clients and other stakeholders regarding the assets managed by the company.

Key Dates