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Hartford Financial Services

614 hedge funds and large institutions have $17B invested in Hartford Financial Services in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.56B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4% more funds holding

Funds holding: 588614 (+26)

1.11% more ownership

Funds ownership: 89.02%90.13% (+1.1%)

17% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 241

30% less call options, than puts

Call options by funds: $109M | Put options by funds: $154M

Holders
614
Holders Change
+26
Holders Change %
+4.42%
% of All Funds
17.14%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.47%
New
75
Increased
200
Reduced
241
Closed
47
Calls
$109M
Puts
$154M
Net Calls
-$45.7M
Net Calls Change
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$3.39M -$107K -2,312 -3%
GIM
252
Goelzer Investment Management
Indiana
$3.36M +$16.6K +360 +0.5%
MOACM
253
Mutual of America Capital Management
New York
$3.35M +$3.83K +83 +0.1%
FVCM
254
F&V Capital Management
Florida
$3.35M -$14.1K -305 -0.4%
BPM
255
Bowling Portfolio Management
Ohio
$3.28M +$3.31M +71,673 New
CS
256
Candriam SCA
Luxembourg
$3.21M +$1.88M +40,736 +138%
Calamos Advisors
257
Calamos Advisors
Illinois
$3.19M +$361K +7,816 +13%
LS
258
Livforsakringsbolaget Skandia
Sweden
$3.12M
KeyBank National Association
259
KeyBank National Association
Ohio
$3.06M -$1.83M -39,648 -37%
B
260
Barings
North Carolina
$3.04M -$251K -5,438 -8%
LP
261
LMR Partners
United Kingdom
$2.89M +$1.85M +39,979 +173%
PAI
262
Pittenger & Anderson Inc
Nebraska
$2.88M +$2.82M +60,970 +2,974%
Brown Advisory
263
Brown Advisory
Maryland
$2.88M +$112K +2,430 +4%
PCM
264
Palisade Capital Management
New Jersey
$2.83M
Truist Financial
265
Truist Financial
North Carolina
$2.79M +$514K +11,133 +22%
TAM
266
Tocqueville Asset Management
New York
$2.79M -$57.7K -1,250 -2%
DVM
267
Dreman Value Management
Florida
$2.75M -$92K -1,991 -3%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$2.67M -$281K -6,075 -9%
AP
269
AHL Partners
United Kingdom
$2.67M -$4.05M -87,769 -60%
ACM
270
Advisors Capital Management
New Jersey
$2.65M +$191K +4,140 +8%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$2.64M -$4.96M -107,420 -65%
EVM
272
Eaton Vance Management
Massachusetts
$2.63M +$2.26M +48,970 +577%
Stifel Financial
273
Stifel Financial
Missouri
$2.62M -$3.75M -81,268 -59%
Macquarie Group
274
Macquarie Group
Australia
$2.59M -$7.43M -160,819 -74%
Nomura Asset Management
275
Nomura Asset Management
Japan
$2.59M +$52.2K +1,130 +2%

HIG Hedge Fund Activity: Q3 2015 in Review

614 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2015, worth a combined $17B — up 10% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HIG positions and 47 closed out — a net gain of 28 holders — while 200 added to existing stakes and 241 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $171M. The largest seller was Fred Alger Management, cutting an estimated $206M.

  • 614 institutional investors held Hartford Financial Services (HIG) as of Q3 2015, up from 588 in Q2 2015.
  • Funds reported $17B of Hartford Financial Services stock for Q3 2015, up 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q3 2015 and 47 closed out, a net change of +28 holders.
  • The largest Hartford Financial Services buyer in Q3 2015 was Amundi Asset Management US, an estimated $171M added.
  • The largest Hartford Financial Services seller in Q3 2015 was Fred Alger Management, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2015.