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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
SWP
451
Stratos Wealth Partners
Ohio
$259K -$60.9K -1,328 -20%
WF
452
Welch & Forbes
Massachusetts
$255K
Grantham, Mayo, Van Otterloo & Co (GMO)
453
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$254K -$64.2K -1,400 -21%
Fuller & Thaler Asset Management
454
Fuller & Thaler Asset Management
California
$253K
IA
455
IFP Advisors
Florida
$251K -$31.1K -678 -11%
William Blair & Company
456
William Blair & Company
Illinois
$244K +$235K +5,121 New
CCM
457
CrestPoint Capital Management
Missouri
$243K
TU
458
TDAM USA
Ontario, Canada
$243K +$2.75K +60 +1%
YIA
459
YHB Investment Advisors
Connecticut
$243K +$234K +5,105 New
DADC
460
D.A. Davidson & Co
Montana
$240K -$142K -3,100 -38%
GJIC
461
Gamble Jones Investment Counsel
California
$238K
KS
462
Karpas Strategies
Connecticut
$238K
II
463
IFM Investors
Australia
$238K +$229K +4,994 New
HCMT
464
Highland Capital Management (Texas)
Texas
$238K +$229K +5,000 New
ECM
465
ETrade Capital Management
Virginia
$236K +$227K +4,957 New
GAM
466
Gotham Asset Management
New York
$233K +$225K +4,899 New
GXMC
467
Global X Management Company
New York
$231K -$12.7K -276 -5%
AL
468
Airain Ltd
Guernsey
$230K +$221K +4,824 New
PHK
469
Point72 Hong Kong
Hong Kong
$218K +$210K +4,582 New
FWM
470
Focused Wealth Management
New York
$217K -$13.8K -300 -6%
NIMI
471
Natixis Investment Managers International
France
$216K -$450K -9,810 -68%
ST
472
Smithfield Trust
Pennsylvania
$214K
MHC
473
Meyer Handelman Company
New York
$214K +$206K +4,500 New
PTC
474
Petrus Trust Company
Texas
$207K -$43.9K -957 -18%
BG
475
Bahl & Gaynor
Ohio
$207K +$199K +4,339 New

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.