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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Cutler Group
California
$976K +$954K +22,806 New
OFS
327
Orrstown Financial Services
Pennsylvania
$963K +$31.5K +752 +3%
BUB
328
BBVA USA Bancshares
Texas
$962K +$940K +22,462 New
COPPSERS
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$944K -$396K -9,453 -30%
GL
330
GLG LLC
New York
$899K +$879K +21,000 New
OA
331
Oxbow Advisors
Texas
$870K
ARM
332
Adirondack Research & Management
New York
$849K -$16.7K -400 -2%
SW
333
SVB Wealth
Massachusetts
$830K -$138K -3,289 -15%
RJFSA
334
Raymond James Financial Services Advisors
Florida
$826K +$20.6K +492 +3%
JMPWA
335
JP Morgan Private Wealth Advisors
California
$822K +$35.9K +857 +5%
HPC
336
HM Payson & Co
Maine
$819K
PPCM
337
Pillar Pacific Capital Management
California
$789K +$1.05K +25 +0.1%
AB
338
Amalgamated Bank
New York
$787K -$1.63K -39 -0.2%
MGIA
339
Moneta Group Investment Advisors
Missouri
$776K -$15.1K -360 -2%
DC
340
Davenport & Co
Virginia
$763K -$37K -885 -5%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$760K -$205K -4,900 -22%
PRCM
342
Pine River Capital Management
Minnesota
$749K -$230K -5,500 -24%
BHWM
343
Bar Harbor Wealth Management
New Hampshire
$747K -$4.6K -110 -0.6%
WIC
344
Wilkins Investment Counsel
Massachusetts
$743K
LIA
345
LS Investment Advisors
Michigan
$719K -$85.6K -2,045 -11%
RA
346
Rational Advisors
New York
$707K +$691K +16,500 New
KJHP
347
K.J. Harrison & Partners
Ontario, Canada
$702K +$686K +16,400 New
PP
348
Palladium Partners
Virginia
$700K -$11K -263 -2%
AIU
349
Algebris Investments (UK)
United Kingdom
$698K +$682K +16,300 New
MVA
350
Mount Vernon Associates
Maryland
$684K -$46K -1,100 -6%

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.