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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
SWM
476
Segment Wealth Management
Texas
$207K +$199K +4,350 New
BFS
477
Bradley Foster & Sargent
Connecticut
$203K +$195K +4,250 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$203K +$196K +4,269 New
FPFS
479
First Personal Financial Services
North Carolina
$198K +$184K +4,004 +2,634%
CF
480
CenterStar Fund
Illinois
$197K
TG
481
TLP Group
Illinois
$187K +$180K +3,929 New
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$186K -$2.06K -45 -1%
SC
483
SRB Corp
Massachusetts
$173K -$14.7K -320 -8%
HR
484
Howe & Rusling
New York
$155K
EWM
485
Evercore Wealth Management
New York
$151K -$99.8K -2,176 -41%
MFS
486
MSI Financial Services
Massachusetts
$147K -$18.8K -409 -12%
SEIA
487
Signature Estate & Investment Advisors
California
$143K
GT
488
Glenmede Trust
Pennsylvania
$139K +$26K +566 +24%
MMG
489
Monetary Management Group
Missouri
$132K
CFG
490
Citizens Financial Group
Rhode Island
$128K -$75.3K -1,642 -38%
NFG
491
Next Financial Group
Texas
$120K +$45.9K +1,001 +66%
FNBT
492
FineMark National Bank & Trust
Florida
$119K -$15.4K -336 -12%
NSIM
493
North Star Investment Management
Illinois
$119K +$45.9K +1,000 +67%
AIM
494
Acrospire Investment Management
Illinois
$119K +$115K +2,500 New
MA
495
MUFG Americas
New York
$110K -$9.49K -207 -8%
QCG
496
Quadrant Capital Group
Ohio
$105K -$275 -6 -0.3%
GBT
497
Grove Bank & Trust
Florida
$99K +$81.6K +1,780 +593%
SF
498
Synovus Financial
Georgia
$98K
CGT
499
Capital Guardian Trust
California
$97K
CFA
500
Carroll Financial Associates
North Carolina
$97K

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.