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HYD Holdings Changes image
This page summarizes the HYD holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether HYD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing HYD Share Count
FDx Advisors Inc. 8,083 101,273 +93,190 +1152.91%
Proequities Inc. 300 3,542 +3,242 +1080.67%
Mycio Wealth Partners LLC 193 2,250 +2,057 +1065.80%
Bank of New York Mellon Corp 7,997 58,697 +50,700 +633.99%
Bank of Montreal Can 18,213 101,866 +83,653 +459.30%
Ameriprise Financial Inc. 178,260 888,023 +709,763 +398.16%
Oppenheimer Asset Management Inc. 1,078 5,075 +3,997 +370.78%
Virtus Investment Advisers Inc. 5,211 20,630 +15,419 +295.89%
Truist Financial Corp 77,367 290,705 +213,338 +275.75%
Centaurus Financial Inc. 3,251 12,209 +8,958 +275.55%
Macquarie Group Ltd. 51,000 152,433 +101,433 +198.89%
Envestnet Asset Management Inc. 151,845 401,326 +249,481 +164.30%
Wells Fargo & Company MN 618,171 1,245,742 +627,571 +101.52%
HighTower Advisors LLC 15,844 31,883 +16,039 +101.23%
First United Bank Trust 3,577 6,972 +3,395 +94.91%
TCI Wealth Advisors Inc. 213 413 +200 +93.90%
Sowell Financial Services LLC 2,769 5,252 +2,483 +89.67%
Citigroup Inc. 3,205 5,985 +2,780 +86.74%
PFS Investments Inc. 168,393 312,291 +143,898 +85.45%
FMR LLC 13,709 22,326 +8,617 +62.86%
Lake Street Financial LLC 16,490 26,716 +10,226 +62.01%
Royal Bank of Canada 624,331 973,410 +349,079 +55.91%
Van ECK Associates Corp 15,928 24,574 +8,646 +54.28%
Oppenheimer & Co. Inc. 11,873 18,200 +6,327 +53.29%
StrategIQ Financial Group LLC 12,707 19,080 +6,373 +50.15%
Greenwich Investment Management Inc. 4,550 6,344 +1,794 +39.43%
Coastal Investment Advisors Inc. 1,000 1,380 +380 +38.00%
Comerica Bank 7,005 9,625 +2,620 +37.40%
Janney Montgomery Scott LLC 14,315 19,527 +5,212 +36.41%
Girard Partners LTD. 16,012 21,767 +5,755 +35.94%
Park Avenue Securities LLC 7,252 9,501 +2,249 +31.01%
Raymond James & Associates 103,736 135,744 +32,008 +30.86%
US Bancorp DE 1,614 2,103 +489 +30.30%
Financial Advisory Service Inc. 8,817 11,204 +2,387 +27.07%
Regal Investment Advisors LLC 7,858 9,912 +2,054 +26.14%
NewSquare Capital LLC 36,825 46,096 +9,271 +25.18%
Brandywine Oak Private Wealth LLC 4,759 5,954 +1,195 +25.11%
Pinnacle Associates Ltd. 8,467 10,592 +2,125 +25.10%
D.A. Davidson & CO. 3,200 3,950 +750 +23.44%
Mutual Advisors LLC 15,648 18,916 +3,268 +20.88%
Raymond James Financial Services Advisors Inc. 89,302 107,254 +17,952 +20.10%
Wealthcare Advisory Partners LLC 19,032 22,851 +3,819 +20.07%
Atria Investments LLC 6,311 7,536 +1,225 +19.41%
Ellevest Inc. 51,448 61,161 +9,713 +18.88%
NorthCoast Asset Management LLC 487,718 576,179 +88,461 +18.14%
Pinnacle Financial Partners Inc. 49,425 58,222 +8,797 +17.80%
Sigma Planning Corp 24,995 29,408 +4,413 +17.66%
Roman Butler Fullerton & Co. 4,785 5,603 +818 +17.10%
Private Advisor Group LLC 24,253 28,374 +4,121 +16.99%
Patriot Financial Group Insurance Agency LLC 194 226 +32 +16.49%
Country Trust Bank 4,645 5,355 +710 +15.29%
Cetera Investment Advisers 30,218 34,460 +4,242 +14.04%
ARGI Investment Services LLC 31,213 35,399 +4,186 +13.41%
Cetera Advisor Networks LLC 7,194 8,058 +864 +12.01%
Almanack Investment Partners LLC. 13,717 15,364 +1,647 +12.01%
MML Investors Services LLC 38,794 43,191 +4,397 +11.33%
Wilbanks Smith & Thomas Asset Management LLC 117,332 130,200 +12,868 +10.97%
Morgan Stanley 967,926 1,061,786 +93,860 +9.70%
Steward Partners Investment Advisory LLC 28,671 31,453 +2,782 +9.70%
FundX Investment Group LLC 4,694 5,130 +436 +9.29%
Flagship Harbor Advisors LLC 3,644 3,970 +326 +8.95%
Sage Advisory Services Ltd.Co. 125,664 135,697 +10,033 +7.98%
Advisor Group Inc. 57,277 61,761 +4,484 +7.83%
Morningstar Investment Services LLC 60,133 64,833 +4,700 +7.82%
Sei Investments Co. 2,708,857 2,916,220 +207,363 +7.65%
Leonard Rickey Investment Advisors P.L.L.C. 4,322 4,622 +300 +6.94%
MBM Wealth Consultants LLC 29,136 31,086 +1,950 +6.69%
Betterment LLC 7,046 7,509 +463 +6.57%
United Services Automobile Association 74,760 79,408 +4,648 +6.22%
Bank of America Corp DE 8,379,451 8,888,173 +508,722 +6.07%
Guggenheim Capital LLC 414,782 439,719 +24,937 +6.01%
Mid Atlantic Financial Management Inc. ADV 14,080 14,924 +844 +5.99%
Mather Group LLC. 25,392 26,861 +1,469 +5.79%
Cambridge Investment Research Advisors Inc. 67,356 71,236 +3,880 +5.76%
Riversedge Advisors LLC 28,581 30,210 +1,629 +5.70%
Sawtooth Solutions LLC 11,619 12,237 +618 +5.32%
Dakota Wealth Management 41,939 44,167 +2,228 +5.31%
Strategic Wealth Advisors Group LLC 12,759 13,425 +666 +5.22%
Laurel Wealth Advisors Inc. 14,415 15,162 +747 +5.18%
Ellis Investment Partners LLC 21 22 +1 +4.76%
Chesley Taft & Associates LLC 27,830 29,090 +1,260 +4.53%
Mariner LLC 38,861 40,619 +1,758 +4.52%
Northwestern Mutual Wealth Management Co. 818,745 854,459 +35,714 +4.36%
Tortoise Investment Management LLC 26,318 27,463 +1,145 +4.35%
Bernicke Wealth Management Ltd. 55,227 57,385 +2,158 +3.91%
LPL Financial LLC 356,505 370,400 +13,895 +3.90%
Capital Analysts LLC 89,451 92,715 +3,264 +3.65%
Clark Capital Management Group Inc. 23,230 23,970 +740 +3.19%
LexAurum Advisors LLC 14,140 14,485 +345 +2.44%
Private Wealth Group LLC 64,098 65,560 +1,462 +2.28%
Raymond James Trust N.A. 3,769 3,853 +84 +2.23%
Stifel Financial Corp 100,620 102,809 +2,189 +2.18%
Caprin Asset Management LLC ADV 5,755 5,864 +109 +1.89%
Stratos Wealth Partners LTD. 21,031 21,428 +397 +1.89%
Level Four Advisory Services LLC 3,707 3,766 +59 +1.59%
Gladstone Institutional Advisory LLC 5,012 5,091 +79 +1.58%
Regions Financial Corp 40,837 41,369 +532 +1.30%
FTB Advisors Inc. 405 409 +4 +0.99%
Financial Advocates Investment Management 3,846 3,884 +38 +0.99%
Jaffetilchin Investment Partners LLC 7,172 7,242 +70 +0.98%
Institutional & Family Asset Management LLC 612 618 +6 +0.98%
Occidental Asset Management LLC 20,088 20,282 +194 +0.97%
Global Retirement Partners LLC 952 961 +9 +0.95%
Lincoln National Corp 32,296 32,596 +300 +0.93%
Stephens Inc. AR 6,268 6,325 +57 +0.91%
BBVA USA Bancshares Inc. 14,712 14,822 +110 +0.75%
FC Advisory LLC 4,033 4,059 +26 +0.64%
Brand Asset Management Group Inc. 542 545 +3 +0.55%
PagnatoKarp Partners LLC 70,264 70,526 +262 +0.37%
Quad Cities Investment Group LLC 4,352 4,367 +15 +0.34%
TCG Advisors LP 3,334 3,345 +11 +0.33%
Vicus Capital 20,858 20,921 +63 +0.30%
Advisory Services Network LLC 774 776 +2 +0.26%
Fragasso Group Inc. 3,877 3,885 +8 +0.21%
Aft Forsyth & Company Inc. 32,122 32,126 +4 +0.01%
13F Filers Reporting New Positions In HYD
Northern Trust Corp 0 7,900 +7,900 +100%
Barclays PLC 0 300 +300 +100%
PNC Financial Services Group Inc. 0 72,724 +72,724 +100%
American Century Companies Inc. 0 140,200 +140,200 +100%
Calton & Associates Inc. 0 3,991 +3,991 +100%
Bluestein R H & Co. 0 3,905 +3,905 +100%
Wolverine Trading LLC 0 7,174 +7,174 +100%
The Manufacturers Life Insurance Company 0 137,425 +137,425 +100%
Dubuque Bank & Trust Co. 0 4,299 +4,299 +100%
Trust Co. of Vermont 0 1,609 +1,609 +100%
Sabal Trust CO 0 9,669 +9,669 +100%
Prelude Capital Management LLC 0 309 +309 +100%
J.W. Cole Advisors Inc. 0 10,527 +10,527 +100%
Citadel Advisors LLC 0 821,657 +821,657 +100%
AdvisorShares Investments LLC 0 24,906 +24,906 +100%
Argent Advisors Inc. 0 1,004 +1,004 +100%
Susquehanna International Group LLP 0 56,895 +56,895 +100%
OLD Mission Capital LLC 0 15,186 +15,186 +100%
ETRADE Capital Management LLC 0 49,627 +49,627 +100%
Cetera Advisors LLC 0 3,167 +3,167 +100%
Creative Planning 0 6,963 +6,963 +100%
Samalin Investment Counsel LLC 0 10,193 +10,193 +100%
Aft Forsyth & Sober LLC 0 413,850 +413,850 +100%
Carroll Financial Associates Inc. 0 165 +165 +100%
Exencial Wealth Advisors LLC 0 4,772 +4,772 +100%
Anfield Capital Management LLC 0 7 +7 +100%
FormulaFolio Investments LLC 0 6,167 +6,167 +100%
Concorde Asset Management LLC 0 5,976 +5,976 +100%
WealthPLAN Partners LLC 0 7,308 +7,308 +100%
Lido Advisors LLC 0 5,892 +5,892 +100%
20 20 Capital Management Inc. 0 10,139 +10,139 +100%
Integrated Advisors Network LLC 0 9,420 +9,420 +100%
Ausdal Financial Partners Inc. 0 4,857 +4,857 +100%
Independent Advisor Alliance 0 14,914 +14,914 +100%
HCR Wealth Advisors 0 3,630 +3,630 +100%
TFO TDC LLC 0 407 +407 +100%
Squar Milner Financial Services LLC 0 4 +4 +100%
Carmichael Hill & Associates Inc. 0 1,307 +1,307 +100%
Sound Income Strategies LLC 0 334 +334 +100%
Change Path LLC 0 5,165 +5,165 +100%
Beacon Pointe Advisors LLC 0 4,120 +4,120 +100%
United Capital Management of KS Inc. 0 3,816 +3,816 +100%
Independent Family Office LLC 0 8,071 +8,071 +100%
Kore Private Wealth LLC 0 225 +225 +100%
Cary Street Partner Investment Advisory LLC 0 3,249 +3,249 +100%
Meridian Wealth Partners LLC 0 1,057 +1,057 +100%
HawsGoodwin Investment Management LLC 0 3,830 +3,830 +100%
Provident Wealth Management LLC 0 24,215 +24,215 +100%
Firestone Capital Management 0 525 +525 +100%
Parcion Private Wealth LLC 0 10,980 +10,980 +100%
PBMares Wealth Management LLC 0 23,427 +23,427 +100%
Aurora Private Wealth Inc. 0 5,482 +5,482 +100%
Strategic Financial Planning Inc. 0 6,806 +6,806 +100%
Mattern Wealth Management LLC 0 6,061 +6,061 +100%
Orion Portfolio Solutions LLC 0 2,316 +2,316 +100%
Moser Wealth Advisors LLC 0 3,037 +3,037 +100%
Pacific Capital Wealth Advisors Inc. 0 48,486 +48,486 +100%
13F Filers With Unchanged Share Count
Brown Brothers Harriman & Co. 83 83 UNCH 0.00%
Fifth Third Bancorp 294 294 UNCH 0.00%
Cullen Frost Bankers Inc. 420 420 UNCH 0.00%
Mackay Shields LLC 30,954 30,954 UNCH 0.00%
Meeder Asset Management Inc. 453 453 UNCH 0.00%
Shine Investment Advisory Services Inc. 539 539 UNCH 0.00%
MUFG Americas Holdings Corp 2,600 2,600 UNCH 0.00%
Enterprise Financial Services Corp 9,144 9,144 UNCH 0.00%
Whittier Trust Co. 5,367 5,367 UNCH 0.00%
Northern Oak Wealth Management Inc. 3,856 3,856 UNCH 0.00%
Farmers & Merchants Investments Inc. 146 146 UNCH 0.00%
Foothills Asset Management Ltd. 4,377 4,377 UNCH 0.00%
Hillsdale Investment Management Inc. 9,500 9,500 UNCH 0.00%
Dorsey & Whitney Trust CO LLC 4,831 4,831 UNCH 0.00%
Meridian Investment Counsel Inc. 8,873 8,873 UNCH 0.00%
Aspiriant LLC 4,417 4,417 UNCH 0.00%
United Capital Financial Advisers LLC 3,126 3,126 UNCH 0.00%
Hudock Capital Group LLC 33 33 UNCH 0.00%
Stonebridge Capital Advisors LLC 281 281 UNCH 0.00%
Moors & Cabot Inc. 5,137 5,137 UNCH 0.00%
Community Bank N.A. 750 750 UNCH 0.00%
AllSquare Wealth Management LLC 106 106 UNCH 0.00%
V Wealth Advisors LLC 14,938 14,938 UNCH 0.00%
Zions Bancorporation N.A. 6,735 6,735 UNCH 0.00%
Managed Account Services Inc. 7,411 7,411 UNCH 0.00%
Valeo Financial Advisors LLC 5 5 UNCH 0.00%
Front Row Advisors LLC 60 60 UNCH 0.00%
Independence Bank of Kentucky 960 960 UNCH 0.00%
Providence Capital Advisors LLC 17 17 UNCH 0.00%
Personal Wealth Partners 11,555 11,555 UNCH 0.00%
Summit Wealth & Retirement Planning Inc. 15,100 15,100 UNCH 0.00%
Global Wealth Management Investment Advisory Inc. 11 11 UNCH 0.00%
Inscription Capital LLC 11,359 11,359 UNCH 0.00%
Knuff & Co LLC 80 80 UNCH 0.00%
13F Filers Decreasing HYD Share Count
Price Capital Management Inc. 290,077 15,000 -275,077 -94.83%
Duncker Streett & Co. Inc. 3,500 250 -3,250 -92.86%
Principal Financial Group Inc. 37,912 5,912 -32,000 -84.41%
Jane Street Group LLC 667,041 141,019 -526,022 -78.86%
Wealthsource Partners LLC 9,444 3,636 -5,808 -61.50%
First Heartland Consultants Inc. 13,271 5,934 -7,337 -55.29%
Deutsche Bank AG 32,398 14,973 -17,425 -53.78%
IndexIQ Advisors LLC 43,997 20,440 -23,557 -53.54%
FinTrust Capital Advisors LLC 1,272 700 -572 -44.97%
Assetmark Inc. 18,838 10,681 -8,157 -43.30%
Commonwealth Equity Services LLC 185,531 110,812 -74,719 -40.27%
Jacobi Capital Management LLC 251 152 -99 -39.44%
AE Wealth Management LLC 13,987 8,903 -5,084 -36.35%
CWM LLC 2,517 1,666 -851 -33.81%
Benjamin F. Edwards & Company Inc. 601 400 -201 -33.44%
Fluent Financial LLC 7,822 5,306 -2,516 -32.17%
Rockefeller Capital Management L.P. 9,998 8,094 -1,904 -19.04%
Clearwater Capital Advisors LLC 43,043 35,813 -7,230 -16.80%
IFP Advisors Inc 7,800 6,560 -1,240 -15.90%
Creative Financial Designs Inc. ADV 3,765 3,285 -480 -12.75%
Signaturefd LLC 32 28 -4 -12.50%
F3Logic LLC 7,606 6,675 -931 -12.24%
Bank of The West 93,226 84,807 -8,419 -9.03%
Kwmg LLC 3,613 3,297 -316 -8.75%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 35,864 32,728 -3,136 -8.74%
Ford Financial Group Inc. 4,941 4,519 -422 -8.54%
Mercer Global Advisors Inc. ADV 4,292 3,939 -353 -8.22%
First Trust Advisors LP 16,082 14,996 -1,086 -6.75%
Adviser Investments LLC 5,472 5,119 -353 -6.45%
Foster & Motley Inc. 3,559 3,342 -217 -6.10%
Private Ocean LLC 998,108 955,838 -42,270 -4.24%
Goldman Sachs Group Inc. 373,973 358,944 -15,029 -4.02%
UBS Group AG 606,821 592,226 -14,595 -2.41%
Wealthcare Capital Management LLC 12,817 12,511 -306 -2.39%
DAVENPORT & Co LLC 4,293 4,203 -90 -2.10%
CLS Investments LLC 53,385 52,496 -889 -1.67%
Trustmark National Bank Trust Department 62,339 61,431 -908 -1.46%
Nelson Van Denburg & Campbell Wealth Management Group LLC 1,159 1,143 -16 -1.38%
Telemus Capital LLC 8,800 8,751 -49 -0.56%
Blair William & Co. IL 578 575 -3 -0.52%
Apollon Wealth Management LLC 4,207 4,191 -16 -0.38%
Peak Asset Management LLC 28,031 28,012 -19 -0.07%
BlackRock Inc. 376,245 376,241 -4 -0.00%
13F Filers Exiting HYD
Golden State Wealth Management LLC 184 0 -184 -100.00%
Liberty Wealth Management LLC 342 0 -342 -100.00%
Bay Harbor Wealth Management LLC 535 0 -535 -100.00%
Beirne Wealth Consulting Services LLC 3,501 0 -3,501 -100.00%
Venturi Wealth Management LLC 206 0 -206 -100.00%
Trust Co 33 0 -33 -100.00%
RPg Family Wealth Advisory LLC 3,620 0 -3,620 -100.00%
M Holdings Securities Inc. 10,279 0 -10,279 -100.00%
Executive Wealth Management LLC 1,129 0 -1,129 -100.00%
First Allied Advisory Services Inc. 7,866 0 -7,866 -100.00%
Carnegie Capital Asset Management LLC 3,250 0 -3,250 -100.00%
Simplex Trading LLC 100 0 -100 -100.00%
BKD Wealth Advisors LLC 3,340 0 -3,340 -100.00%
Boyd Watterson Asset Management LLC OH 18,526 0 -18,526 -100.00%
Nomura Asset Management Co. Ltd. 4,020 0 -4,020 -100.00%
Quest Capital Management Inc. ADV 19 0 -19 -100.00%
Credit Suisse AG 120,763 0 -120,763 -100.00%
Citizens Financial Group Inc RI 3,750 0 -3,750 -100.00%
JPMorgan Chase & Co. 19,378 0 -19,378 -100.00%

See Summary: Institutional Holders of HYD
See Details: Top 10 Hedge Funds Holding HYD

HYD Holdings Changes | www.HoldingsChannel.com

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