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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
476
Beacon Pointe Advisors
California
$405K -$71.3K -991 -16%
IC
477
IEQ Capital
California
$404K +$6.41K +89 +2%
TPCW
478
TD Private Client Wealth
New York
$398K -$10.3K -143 -3%
WCM
479
Washburn Capital Management
Florida
$394K +$374K +5,200 New
PWS
480
Precision Wealth Strategies
Missouri
$392K -$1.58K -22 -0.4%
WAM
481
Wakefield Asset Management
Colorado
$388K -$432 -6 -0.1%
CCG
482
Ceeto Capital Group
Florida
$381K -$360K -5,000 -50%
KS
483
Karpas Strategies
Connecticut
$379K
SG Americas Securities
484
SG Americas Securities
New York
$376K -$397K -5,521 -53%
C
485
CEDRUS
Colorado
$372K +$50.8K +705 +17%
BFG
486
Bleakley Financial Group
New Jersey
$368K +$350K +4,857 New
ARC
487
Advisor Resource Council
Texas
$363K +$71.6K +995 +26%
FFM
488
Forum Financial Management
Illinois
$362K +$5.26K +73 +2%
WF
489
Welch & Forbes
Massachusetts
$361K -$7.27K -101 -2%
LA
490
Lane & Associates
New Jersey
$361K +$343K +4,759 New
PGIM
491
Pacific Global Investment Management
California
$361K +$432 +6 +0.1%
DADC
492
D.A. Davidson & Co
Montana
$360K -$35.1K -487 -9%
AA
493
ALPS Advisors
Colorado
$360K -$1.94K -27 -0.6%
RFC
494
Regions Financial Corp
Alabama
$359K +$341K +4,734 New
WS
495
Wedbush Securities
California
$357K +$27.6K +383 +9%
ACP
496
Aviance Capital Partners
Florida
$357K
FFG
497
Frisch Financial Group
New York
$356K +$2.02K +28 +0.6%
MWPCG
498
Measured Wealth Private Client Group
New Hampshire
$356K +$54.1K +752 +19%
SWM
499
SeaCrest Wealth Management
New York
$350K +$360 +5 +0.1%
MC
500
Machina Capital
France
$346K +$328K +4,562 New

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.