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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
First Trust Advisors
26
First Trust Advisors
Illinois
$242M +$189M +2,059,784 +721%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$219M -$93.8M -1,023,360 -32%
Franklin Resources
28
Franklin Resources
California
$217M -$11.5M -125,932 -6%
Amundi
29
Amundi
France
$196M -$2.15M -23,411 -1%
Charles Schwab
30
Charles Schwab
California
$193M +$866K +9,444 +0.5%
Barclays
31
Barclays
United Kingdom
$186M -$53.4M -582,791 -24%
ClearBridge Investments
32
ClearBridge Investments
New York
$183M -$52.4M -572,039 -24%
KBC Group
33
KBC Group
Belgium
$159M +$43.3M +472,883 +44%
Man Group
34
Man Group
United Kingdom
$155M -$9.58M -104,509 -7%
AQR Capital Management
35
AQR Capital Management
Connecticut
$147M -$626K -6,830 -0.5%
PAM
36
Panagora Asset Management
Massachusetts
$141M -$7.1M -77,412 -5%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$138M +$51.2M +559,019 +72%
N
38
Nuveen
North Carolina
$131M +$25.9M +282,465 +29%
Goldman Sachs
39
Goldman Sachs
New York
$127M +$16.2M +176,265 +17%
GLA
40
Great Lakes Advisors
Illinois
$125M +$3.61M +39,405 +3%
BG
41
Bahl & Gaynor
Ohio
$122M +$17M +185,034 +18%
UBS Group
42
UBS Group
Switzerland
$122M +$8.35M +91,117 +8%
EIC
43
Equity Investment Corp
Georgia
$104M -$34.8M -379,769 -27%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$102M -$53.1M -579,300 -37%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$99.1M -$12.8M -139,509 -13%
Deutsche Bank
46
Deutsche Bank
Germany
$95.9M +$9.12M +99,480 +12%
Swiss National Bank
47
Swiss National Bank
Switzerland
$92.8M -$5.1M -55,600 -6%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$91.1M +$3.14M +34,244 +4%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$89.4M -$1.81M -19,721 -2%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$88.9M -$38.6M -421,526 -33%

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.