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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
451
Jump Financial
Illinois
$790K -$2.81M -30,675 -80%
NW
452
NewEdge Wealth
Pennsylvania
$778K +$18.7K +204 +3%
SFI
453
Siemens Fonds Invest
Germany
$776K -$27K -294 -4%
CG
454
CFO4Life Group
Texas
$769K +$684K +7,467 New
TA
455
TFB Advisors
Kansas
$762K +$335K +3,656 +87%
MVA
456
Mount Vernon Associates
Maryland
$761K -$45.8K -500 -6%
MSCM
457
McElhenny Sheffield Capital Management
Texas
$758K -$88K -960 -12%
SC
458
SRB Corp
Massachusetts
$757K +$69.7K +760 +12%
SIP
459
Stoneridge Investment Partners
Pennsylvania
$750K
IC
460
IEQ Capital
California
$749K +$26.6K +290 +4%
SPIA
461
Steward Partners Investment Advisory
New York
$749K +$6.51K +71 +1%
FIM
462
Freedom Investment Management
Connecticut
$743K +$180K +1,967 +38%
BBA
463
Baader Bank Aktiengesellschaft
Germany
$742K -$1.28K -14 -0.2%
TPW
464
Transatlantique Private Wealth
New York
$736K +$1.47K +16 +0.2%
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$727K +$90.2K +984 +16%
NIM
466
NEOS Investment Management
Connecticut
$723K +$252K +2,749 +64%
HSA
467
HBK Sorce Advisory
Pennsylvania
$711K -$154K -1,679 -20%
TMAM
468
Tokio Marine Asset Management
Japan
$710K +$123K +1,337 +24%
SFM
469
Systematic Financial Management
New Jersey
$698K +$613K +6,685 +7,428%
HFS
470
Hantz Financial Services
Michigan
$696K -$74.6K -814 -11%
IWC
471
Integrated Wealth Concepts
Massachusetts
$677K +$18.6K +203 +3%
BBL
472
Beck Bode LLC
Massachusetts
$676K +$601K +6,560 New
CFGS
473
Concourse Financial Group Securities
Alabama
$670K -$328K -3,577 -36%
ARC
474
Advisor Resource Council
Texas
$666K -$797K -8,693 -51%
BPA
475
Beacon Pointe Advisors
California
$665K -$2.29K -25 -0.4%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.