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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
VA
476
Verdad Advisers
Massachusetts
$660K +$587K +6,407 New
JIC
477
Johnson Investment Counsel
Ohio
$655K +$127K +1,385 +28%
KCM
478
Kathmere Capital Management
Pennsylvania
$647K +$77.8K +849 +16%
OA
479
Oak Associates
Ohio
$646K -$94.6K -1,032 -14%
DWM
480
Dynasty Wealth Management
Florida
$643K +$572K +6,238 New
William Blair & Company
481
William Blair & Company
Illinois
$641K +$34.3K +374 +6%
CAG
482
Csenge Advisory Group
Florida
$637K -$357K -3,899 -39%
MMG
483
Monetary Management Group
Missouri
$636K +$379K +4,135 +203%
CCM
484
Coldstream Capital Management
Washington
$635K -$3.39K -37 -0.6%
VI
485
Vestcor Inc
New Brunswick, Canada
$634K -$4.95K -54 -0.9%
BFPW
486
BOK Financial Private Wealth
Colorado
$630K
FTDI
487
First Trust Direct Indexing
Massachusetts
$623K +$44.6K +487 +9%
MM
488
MQS Management
New York
$611K +$544K +5,929 New
BC
489
Bridgefront Capital
Texas
$606K +$539K +5,878 New
HCA
490
Harbor Capital Advisors
Illinois
$604K +$73.2K +798 +16%
GI
491
GAMMA Investing
California
$604K +$33.6K +367 +7%
AA
492
AlphaQ Advisors
Florida
$601K -$44.4K -484 -8%
PCP
493
Proficio Capital Partners
Massachusetts
$601K
S
494
SignatureFD
Georgia
$595K +$35.8K +391 +7%
SPA
495
Sherbrooke Park Advisers
New York
$588K +$523K +5,702 New
NIMI
496
Natixis Investment Managers International
France
$581K -$24.3K -265 -4%
VNIM
497
Vaughan Nelson Investment Management
Texas
$581K -$24.3K -265 -4%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$577K -$84.8K -925 -14%
EFI
499
EHP Funds Inc
Canada
$577K -$330K -3,600 -39%
ACP
500
Aviance Capital Partners
Florida
$577K -$9.53K -104 -2%

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.