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Hartford Financial Services

575 hedge funds and large institutions have $15.8B invested in Hartford Financial Services in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 184 increasing their positions, 249 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.29% more ownership

Funds ownership: 88.44%89.73% (+1.3%)

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less capital invested

Capital invested by funds: $15.9B → $15.8B (-$127M)

1% less funds holding

Funds holding: 580575 (-5)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

26% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 249

54% less call options, than puts

Call options by funds: $85.9M | Put options by funds: $185M

Holders
575
Holders Change
-5
Holders Change %
-0.86%
% of All Funds
15.32%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.45%
New
43
Increased
184
Reduced
249
Closed
41
Calls
$85.9M
Puts
$185M
Net Calls
-$99.4M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
501
Pinnacle Summer Investments
Virginia
$60K
CFA
502
CT Financial Advisors
Pennsylvania
$57K
SAMC
503
Shinko Asset Management Company
Japan
$56K -$6.15K -150 -10%
CCS
504
Crosspoint Capital Strategies
California
$52K -$120K -2,921 -70%
TF
505
Tompkins Financial
New York
$51K
S
506
SignatureFD
Georgia
$48K -$2.54K -62 -5%
BC
507
Bartlett & Co
Ohio
$46K +$32.8K +800 +267%
WOC
508
West Oak Capital
California
$44.7K
TDC
509
Thompson Davis & Co
Virginia
$42K -$15.3K -373 -27%
ASN
510
Advisory Services Network
Georgia
$42K
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$41K +$39.8K +970 New
BL
512
Balentine LLC
Georgia
$41K +$39.9K +973 New
WEC
513
Winslow Evans & Crocker
Massachusetts
$37.2K
CYG
514
Clean Yield Group
Vermont
$36K +$34.8K +850 New
Manulife (Manufacturers Life Insurance)
515
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.9K -$944K -23,038 -3%
HI
516
Hudock Inc
Pennsylvania
$35K
ECM
517
Estabrook Capital Management
New York
$29.3K
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$28K
WT
519
Whittier Trust
California
$27K +$26.6K +650 New
ClearBridge Investments
520
ClearBridge Investments
New York
$26K -$23.7K -578 -48%
MWP
521
MYCIO Wealth Partners
Pennsylvania
$23K
VIA
522
Vantage Investment Advisors
Pennsylvania
$23K +$11.1K +272 +100%
CGT
523
Capital Guardian Trust
California
$22K +$21.8K +531 New
BFEC
524
Benjamin F. Edwards & Company
Missouri
$22K +$22K +536 New
HRIA
525
Haberer Registered Investment Advisor
Ohio
$21K

HIG Hedge Fund Activity: Q1 2015 in Review

575 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2015, worth a combined $15.8B — down 0.8% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HIG positions and 41 closed out — a net gain of 2 holders — while 184 added to existing stakes and 249 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $321M. The largest seller was NWQ Investment Management Company, cutting an estimated $111M.

  • 575 institutional investors held Hartford Financial Services (HIG) as of Q1 2015, down from 580 in Q4 2014.
  • Funds reported $15.8B of Hartford Financial Services stock for Q1 2015, down 0.8% quarter-over-quarter.
  • 43 funds opened new Hartford Financial Services positions in Q1 2015 and 41 closed out, a net change of +2 holders.
  • The largest Hartford Financial Services buyer in Q1 2015 was Allianz Asset Management, an estimated $321M added.
  • The largest Hartford Financial Services seller in Q1 2015 was NWQ Investment Management Company, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2015.