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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
SWP
426
Stratos Wealth Partners
Ohio
$290K +$36.6K +874 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
427
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$288K -$20.5M -490,790 -99%
W
428
Wealthfront
California
$288K -$1.51K -36 -0.5%
Jane Street
429
Jane Street
New York
$282K -$157K -3,757 -36%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$282K -$4.18K -100 -1%
ACP
431
Aviance Capital Partners
Florida
$278K
PTC
432
Philadelphia Trust Company
Pennsylvania
$278K
JFGIW
433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$275K +$163K +3,885 +154%
MCM
434
MAI Capital Management
Ohio
$269K +$263K +6,292 New
FWM
435
Frontier Wealth Management
Missouri
$260K
V
436
Veritable
Delaware
$260K +$21.3K +508 +9%
IIM
437
Ipswich Investment Management
Massachusetts
$258K -$79.5K -1,900 -24%
VCM
438
Vigilant Capital Management
Maine
$257K -$7.53K -180 -3%
OC
439
Oppenheimer & Co
New York
$255K -$129K -3,088 -34%
IA
440
IFP Advisors
Florida
$254K +$3.31K +79 +1%
LOAME
441
Lombard Odier Asset Management (Europe)
United Kingdom
$246K
MF
442
Magnetar Financial
Illinois
$245K +$240K +5,730 New
HSA
443
HBK Sorce Advisory
Pennsylvania
$241K -$27.5K -657 -10%
JIC
444
Johnson Investment Counsel
Ohio
$235K +$230K +5,500 New
WF
445
Welch & Forbes
Massachusetts
$229K
EWM
446
Evercore Wealth Management
New York
$228K -$251 -6 -0.1%
Fuller & Thaler Asset Management
447
Fuller & Thaler Asset Management
California
$227K
PTC
448
Petrus Trust Company
Texas
$227K +$222K +5,304 New
WS
449
Wedbush Securities
California
$224K +$219K +5,224 New
Dodge & Cox
450
Dodge & Cox
California
$220K

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.