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Hartford Financial Services
HIG

555 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $178M | Put options by funds: $107M

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

5% less capital invested

Capital invested by funds: $15B → $14.3B (-$704M)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

1.82% less ownership

Funds ownership: 92.68% → 90.86% (-1.8%)

2% less funds holding

Funds holding: 566 → 555 (-11)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

Holders
555
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
16.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.46%
New
50
Increased
201
Reduced
213
Closed
51
Calls
$178M
Puts
$107M
Net Calls
+$70.5M
Net Calls Change
+$4.05M

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$47.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.9M
3
ACA
Anchor Capital Advisors
Massachusetts
+$43.4M
4
Cohen & Steers
Cohen & Steers
New York
+$32.4M
5
Lazard Asset Management
Lazard Asset Management
New York
+$32M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$194M
2
AM
Appaloosa Management
Florida
-$93.4M
3
SI
Scout Investments
Missouri
-$70.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
451
Raymond James Trust
Florida
$206K -$6.3K -181 -3%
BPBT
452
Boston Private Bank & Trust
Massachusetts
$205K – – –
MHC
453
Meyer Handelman Company
New York
$205K – – –
AP
454
Advisor Partners
California
$205K +$1.56K +45 +0.8%
QSS
455
Quantitative Systematic Strategies
Florida
$204K +$59K +1,697 +41%
NB
456
Norinchukin Bank
Japan
$204K +$201K +5,785 New
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$203K +$200K +5,753 New
CB
458
Commerce Bank
Missouri
$201K -$17.5K -504 -8%
Fuller & Thaler Asset Management
459
Fuller & Thaler Asset Management
California
$194K -$41.7K -1,200 -18%
JIM
460
Jupiter Investment Management
United Kingdom
$186K -$2.49M -71,465 -93%
ST
461
Smithfield Trust
Pennsylvania
$180K – – –
CFA
462
Carroll Financial Associates
North Carolina
$170K – – –
SSB
463
Sandy Spring Bank
Maryland
$163K -$16.8K -484 -9%
WA
464
Waverly Advisors
Alabama
$163K +$17.7K +510 +12%
MA
465
MUFG Americas
New York
$144K -$1.67K -48 -1%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$141K -$6.54K -188 -5%
APCM
467
Arbiter Partners Capital Management
New York
$141K – – –
MIC
468
MU Investments Company
Japan
$134K – – –
M&T Bank
469
M&T Bank
New York
$129K – – –
GIS
470
Guardian Investor Services
New York
$122K -$7.1K -204 -6%
PAS
471
Partnervest Advisory Services
California
$121K – – –
MFS
472
MSI Financial Services
Massachusetts
$118K +$17.5K +503 +18%
DADC
473
D.A. Davidson & Co
Montana
$117K -$5.11K -147 -4%
FNBT
474
FineMark National Bank & Trust
Florida
$117K +$14.2K +407 +14%
LNB
475
Ledyard National Bank
$114K – – –
17 18
19
20 21

HIG Hedge Fund Activity: Q1 2014 in Review

555 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2014, worth a combined $14.3B — down 4.7% from $15B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of HIG and 50 opened new positions — a net loss of 1 holder — while 213 trimmed existing stakes and 201 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $47.6M. The largest seller was JP Morgan Chase, cutting an estimated $194M.

  • 555 institutional investors held Hartford Financial Services (HIG) as of Q1 2014, down from 566 in Q4 2013.
  • Funds reported $14.3B of Hartford Financial Services stock for Q1 2014, down 4.7% quarter-over-quarter.
  • 50 funds opened new Hartford Financial Services positions in Q1 2014 and 51 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q1 2014 was Cramer Rosenthal McGlynn, an estimated $47.6M added.
  • The largest Hartford Financial Services seller in Q1 2014 was JP Morgan Chase, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2014.