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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
Paloma Partners
Connecticut
$4.46M +$3.97M +43,293 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$4.46M -$1.17M -12,713 -23%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$4.41M -$25.9M -282,572 -87%
YCM
254
Yousif Capital Management
Michigan
$4.4M -$173K -1,882 -4%
LA
255
LBP AM
France
$4.34M -$3.18M -34,683 -45%
CS
256
Candriam SCA
Luxembourg
$4.31M +$230K +2,506 +6%
KA
257
Kintegral Advisory
New York
$4.25M -$11.7K -128 -0.3%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$4.22M -$8.04M -87,687 -68%
PFMOSF
259
Philadelphia Financial Management of San Francisco
California
$4.14M +$3.68M +40,165 New
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$4.02M +$895K +9,761 +33%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$3.99M +$258K +2,813 +8%
TNBTD
262
Trustmark National Bank Trust Department
Mississippi
$3.97M +$2.09M +22,785 +144%
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
$3.96M +$14.2K +155 +0.4%
NA
264
NewEdge Advisors
Louisiana
$3.92M +$105K +1,149 +3%
M&T Bank
265
M&T Bank
New York
$3.82M +$189K +2,062 +6%
CIC
266
Cornercap Investment Counsel
Georgia
$3.8M -$21.2K -231 -0.6%
SAM
267
Shell Asset Management
Netherlands
$3.75M +$101K +1,103 +3%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$3.7M +$63.5K +693 +2%
GCM
269
Genus Capital Management
British Columbia, Canada
$3.7M +$3.29M +35,894 New
Wealthfront Advisers
270
Wealthfront Advisers
California
$3.7M -$4.31K -47 -0.1%
UCI
271
Uncommon Cents Investing
Wisconsin
$3.66M -$28.9K -315 -0.9%
GSC
272
Grey Street Capital
Illinois
$3.62M +$3.21M +34,985 New
NI
273
NFC Investments
Tennessee
$3.61M
SW
274
SteelPeak Wealth
California
$3.58M +$1.26M +13,710 +66%
AWM
275
Accurate Wealth Management
Florida
$3.58M -$23.3K -254 -0.7%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.