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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
CB
351
Chemical Bank
Michigan
$770K +$18.3K +400 +3%
MVA
352
Mount Vernon Associates
Maryland
$761K
BTNA
353
Bremer Trust National Association
Minnesota
$760K -$615K -13,400 -46%
DC
354
Davenport & Co
Virginia
$749K -$95K -2,071 -12%
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
$740K -$1.3M -28,380 -65%
Capital Fund Management (CFM)
356
Capital Fund Management (CFM)
France
$740K +$291K +6,336 +69%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$723K -$4.95K -108 -0.7%
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$716K
Macquarie Group
359
Macquarie Group
Australia
$695K -$13.8K -300 -2%
CI
360
Cigna Investments
Connecticut
$672K +$647K +14,103 New
SOAMC
361
Spirit of America Management Corp
New York
$667K
NAM
362
NTV Asset Management
West Virginia
$663K
HighTower Advisors
363
HighTower Advisors
Illinois
$658K +$197K +4,289 +45%
RWA
364
Ropes Wealth Advisors
Massachusetts
$653K
APP
365
Avantax Planning Partners
Iowa
$650K +$625K +13,635 New
RFC
366
Regions Financial Corp
Alabama
$642K -$6.1K -133 -1%
FAAS
367
First Allied Advisory Services
California
$623K +$217K +4,724 +57%
PAG
368
Private Advisor Group
New Jersey
$613K +$72K +1,571 +14%
CFP
369
Cornerstone Financial Partners
North Carolina
$611K -$4.08K -89 -0.7%
PA
370
Profund Advisors
Maryland
$587K +$124K +2,713 +28%
LTFS
371
Ladenburg Thalmann Financial Services
Florida
$585K -$67.5K -1,473 -11%
CI
372
Conning Inc
Connecticut
$585K -$32.1K -700 -5%
KRSITF
373
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$583K -$12K -261 -2%
HAG
374
HighPoint Advisor Group
Illinois
$579K +$83K +1,809 +18%
AT
375
Argent Trust
Texas
$578K +$8.67K +189 +2%

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.