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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
476
Johnson Investment Counsel
Ohio
$631K -$8.53K -85 -1%
OA
477
Oak Associates
Ohio
$631K
AFCM
478
Applied Finance Capital Management
Puerto Rico
$628K +$627K +6,246 New
KCM
479
Kathmere Capital Management
Pennsylvania
$626K -$5.42K -54 -0.9%
MMG
480
Monetary Management Group
Missouri
$621K
VI
481
Vestcor Inc
New Brunswick, Canada
$619K
S
482
SignatureFD
Georgia
$617K +$35.8K +357 +6%
BPA
483
Beacon Pointe Advisors
California
$616K -$32.8K -327 -5%
CCM
484
Coldstream Capital Management
Washington
$615K -$4.01K -40 -0.6%
BFPW
485
BOK Financial Private Wealth
Colorado
$615K
CAG
486
Csenge Advisory Group
Florida
$608K -$13.3K -133 -2%
AAIS
487
ABN AMRO Investment Solutions
$605K +$604K +6,020 New
WS
488
Wedbush Securities
California
$602K +$43.3K +431 +8%
IAA
489
Independent Advisor Alliance
North Carolina
$597K +$86.1K +858 +17%
CL
490
Choreo LLC
Illinois
$594K +$596K +5,939 New
TC
491
TownSquare Capital
Utah
$593K +$71.4K +711 +14%
SFA
492
Sequoia Financial Advisors
Ohio
$593K +$51.6K +514 +10%
DWM
493
Dynasty Wealth Management
Florida
$591K -$35.8K -357 -6%
HCA
494
Harbor Capital Advisors
Illinois
$591K +$1.91K +19 +0.3%
PCP
495
Proficio Capital Partners
Massachusetts
$586K -$100 -1 -0%
HFS
496
Hantz Financial Services
Michigan
$581K -$98.4K -980 -15%
VH
497
Visionary Horizons
Tennessee
$563K -$16.8K -167 -3%
ACP
498
Aviance Capital Partners
Florida
$563K +$201 +2 +0%
CI
499
CX Institutional
Indiana
$558K +$255K +2,537 +84%
BCWM
500
Bartlett & Co Wealth Management
Ohio
$556K -$7.53K -75 -1%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.