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Hartford Financial Services

604 hedge funds and large institutions have $15.8B invested in Hartford Financial Services in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $14.3B → $15.8B (+$1.49B)

4% more funds holding

Funds holding: 581604 (+23)

0.31% less ownership

Funds ownership: 88.29%87.97% (-0.31%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

26% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 238

71% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $344M

Holders
604
Holders Change
+23
Holders Change %
+3.96%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
83
Increased
177
Reduced
238
Closed
53
Calls
$99.9M
Puts
$344M
Net Calls
-$244M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
301
Liberty Mutual Group Asset Management
Massachusetts
$1.37M -$294K -6,420 -18%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.36M -$97.8K -2,132 -7%
RA
303
Rational Advisors
New York
$1.35M +$544K +11,870 +72%
MERSOM
304
Municipal Employees' Retirement System of Michigan
Michigan
$1.35M -$136K -2,970 -10%
GIA
305
Gargoyle Investment Advisor
New Jersey
$1.32M -$939K -20,477 -42%
CWM
306
Concert Wealth Management
California
$1.31M -$1.06M -23,096 Closed
KRS
307
Kentucky Retirement Systems
Kentucky
$1.31M -$95.8K -2,089 -7%
CIM
308
Calvert Investment Management
Maryland
$1.29M -$162K -3,523 -12%
SIM
309
Sentry Investment Management
Wisconsin
$1.27M
CIM
310
Cambria Investment Management
California
$1.26M -$15K -327 -1%
CWM
311
CIBC World Markets
New York
$1.24M +$1.19M +25,932 New
TWI
312
Thomas White International
Illinois
$1.22M -$438K -9,562 -27%
AB
313
Amalgamated Bank
New York
$1.22M +$335K +7,306 +40%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$1.22M -$75.2K -1,639 -6%
WBC
315
Westpac Banking Corp
Australia
$1.16M -$492K -10,723 -31%
P
316
Pitcairn
Pennsylvania
$1.15M -$6.51K -142 -0.6%
PA
317
Pinnacle Associates
New York
$1.14M -$34.3K -748 -3%
Twin Tree Management
318
Twin Tree Management
Texas
$1.14M -$869K -18,939 -44%
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$1.13M -$36.7K -800 -3%
BTS
320
BB&T Securities
Virginia
$1.13M -$23.8K -520 -2%
RJFSA
321
Raymond James Financial Services Advisors
Florida
$1.1M +$171K +3,736 +19%
AG
322
Advisor Group
Arizona
$1.09M +$509K +11,096 +94%
GL
323
GLG LLC
New York
$1.07M +$65.4K +1,426 +7%
OFS
324
Orrstown Financial Services
Pennsylvania
$1.06M +$1.51K +33 +0.1%
TAF
325
Tredje AP-fonden
Sweden
$1.04M -$622K -13,553 -38%

HIG Hedge Fund Activity: Q4 2016 in Review

604 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2016, worth a combined $15.8B — up 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HIG positions and 53 closed out — a net gain of 30 holders — while 177 added to existing stakes and 238 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.5M. The largest seller was Virtus Fund Advisers, cutting an estimated $96.7M.

  • 604 institutional investors held Hartford Financial Services (HIG) as of Q4 2016, up from 581 in Q3 2016.
  • Funds reported $15.8B of Hartford Financial Services stock for Q4 2016, up 10% quarter-over-quarter.
  • 83 funds opened new Hartford Financial Services positions in Q4 2016 and 53 closed out, a net change of +30 holders.
  • The largest Hartford Financial Services buyer in Q4 2016 was Franklin Resources, an estimated $98.5M added.
  • The largest Hartford Financial Services seller in Q4 2016 was Virtus Fund Advisers, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2016.