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Hartford Financial Services

565 hedge funds and large institutions have $14.6B invested in Hartford Financial Services in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

12% more call options, than puts

Call options by funds: $219M | Put options by funds: $196M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 557565 (+8)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$322M)

0.89% less ownership

Funds ownership: 88.77%87.88% (-0.89%)

30% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 247

Holders
565
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
16.39%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
48
Increased
172
Reduced
247
Closed
35
Calls
$219M
Puts
$196M
Net Calls
+$23.3M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
501
Pinnacle Summer Investments
Virginia
$53K
TCOV
502
Trust Company of Vermont
Vermont
$52K -$3.62K -100 -7%
TF
503
Tompkins Financial
New York
$46K
ClearBridge Investments
504
ClearBridge Investments
New York
$45K
GT
505
Glenmede Trust
Pennsylvania
$44K
WEC
506
Winslow Evans & Crocker
Massachusetts
$43.2K +$20.7K +573 +98%
BL
507
BCWM LLC
Kansas
$41.3K -$18.2K -504 -0.5%
WOC
508
West Oak Capital
California
$39.8K
S
509
SignatureFD
Georgia
$39K
TDC
510
Thompson Davis & Co
Virginia
$37K +$36.3K +1,003 New
MMG
511
Monetary Management Group
Missouri
$34K
VNB
512
Valley National Bancorp
New York
$34K
EWM
513
Evercore Wealth Management
New York
$34K +$19K +525 +145%
HI
514
Hudock Inc
Pennsylvania
$31K
Manulife (Manufacturers Life Insurance)
515
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K -$75.8K -2,095 -0.3%
CG
516
Colony Group
Massachusetts
$28K
GSC
517
Ground Swell Capital
South Carolina
$28K +$9.26K +256 +51%
ECM
518
Estabrook Capital Management
New York
$26.1K
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$24K
M
520
MOTCO
Texas
$23K
TCM
521
Tradewinds Capital Management
Washington
$22K
NES
522
New England Securities
New York
$21K
MWP
523
MYCIO Wealth Partners
Pennsylvania
$21K +$10.9K +300 +119%
PG
524
PEAK6 Group
Illinois
$20K +$16.2K +447 +447%
HRIA
525
Haberer Registered Investment Advisor
Ohio
$19K

HIG Hedge Fund Activity: Q3 2014 in Review

565 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2014, worth a combined $14.6B — up 2.3% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HIG positions and 35 closed out — a net gain of 13 holders — while 172 added to existing stakes and 247 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $160M. The largest seller was NWQ Investment Management Company, cutting an estimated $73.3M.

  • 565 institutional investors held Hartford Financial Services (HIG) as of Q3 2014, up from 557 in Q2 2014.
  • Funds reported $14.6B of Hartford Financial Services stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Hartford Financial Services buyer in Q3 2014 was Fred Alger Management, an estimated $160M added.
  • The largest Hartford Financial Services seller in Q3 2014 was NWQ Investment Management Company, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2014.