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Hartford Financial Services

613 hedge funds and large institutions have $17.7B invested in Hartford Financial Services in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 178 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 602613 (+11)

4% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$643M)

0.64% less ownership

Funds ownership: 88.46%87.82% (-0.64%)

26% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $57.3M

29% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 252

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
65
Increased
178
Reduced
252
Closed
50
Calls
$42.1M
Puts
$57.3M
Net Calls
-$15.1M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$222K -$5.44K -100 -2%
MML Investors Services
477
MML Investors Services
Massachusetts
$221K +$217K +3,991 New
HCM
478
HM Capital Management
Missouri
$216K
RA
479
Rational Advisors
New York
$213K
CWM
480
Connecticut Wealth Management
Connecticut
$211K -$13.6K -250 -6%
PP
481
PagnatoKarp Partners
Virginia
$211K +$206K +3,783 New
TMAM
482
Tokio Marine Asset Management
Japan
$210K -$32.3K -594 -14%
TU
483
TDAM USA
Ontario, Canada
$208K +$204K +3,748 New
WB
484
WesBanco Bank
West Virginia
$206K +$202K +3,715 New
Lido Advisors
485
Lido Advisors
California
$205K +$203K +3,735 New
CCM
486
Compton Capital Management
Rhode Island
$201K +$197K +3,631 New
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$197K -$381 -7 -0.2%
Simplex Trading
488
Simplex Trading
Illinois
$190K -$556K -10,226 -75%
LNB
489
Ledyard National Bank
$182K -$3.26K -60 -2%
ASN
490
Advisory Services Network
Georgia
$179K -$5.22K -96 -3%
EWM
491
Evercore Wealth Management
New York
$174K
HR
492
Howe & Rusling
New York
$169K -$9.79K -180 -6%
SEIA
493
Signature Estate & Investment Advisors
California
$166K
FPFS
494
First Personal Financial Services
North Carolina
$164K -$4.4K -81 -3%
HFM
495
Hartford Financial Management
Connecticut
$155K
MMG
496
Monetary Management Group
Missouri
$153K
SLF
497
Sun Life Financial
Ontario, Canada
$149K -$381 -7 -0.3%
Fuller & Thaler Asset Management
498
Fuller & Thaler Asset Management
California
$144K -$147K -2,700 -51%
CBT
499
Capital Bank & Trust
California
$141K +$27.7K +510 +25%
CFG
500
Citizens Financial Group
Rhode Island
$128K -$14K -257 -10%

HIG Hedge Fund Activity: Q3 2017 in Review

613 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2017, worth a combined $17.7B — up 3.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HIG positions and 50 closed out — a net gain of 15 holders — while 178 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 613 institutional investors held Hartford Financial Services (HIG) as of Q3 2017, up from 602 in Q2 2017.
  • Funds reported $17.7B of Hartford Financial Services stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 65 funds opened new Hartford Financial Services positions in Q3 2017 and 50 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Hartford Financial Services seller in Q3 2017 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.