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Hartford Financial Services

588 hedge funds and large institutions have $15.5B invested in Hartford Financial Services in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.6M

2% more funds holding

Funds holding: 575588 (+13)

0.71% less ownership

Funds ownership: 89.73%89.02% (-0.71%)

2% less capital invested

Capital invested by funds: $15.8B → $15.5B (-$295M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 239

Holders
588
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
15.84%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
54
Increased
191
Reduced
239
Closed
33
Calls
$74.4M
Puts
$55.6M
Net Calls
+$18.8M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
501
Guardian Life Insurance
New York
$77K
FNBT
502
FineMark National Bank & Trust
Florida
$72K -$251 -6 -0.3%
TCOV
503
Trust Company of Vermont
Vermont
$72K +$3.21K +77 +5%
GWM
504
Gupta Wealth Management
California
$71K +$8.27K +198 +13%
EWM
505
Evercore Wealth Management
New York
$68K
BRWM
506
B. Riley Wealth Management
Tennessee
$67K
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K
TSW
508
Thompson Siegel & Walmsley
Virginia
$62K -$8.77K -210 -12%
SFG
509
Sage Financial Group
Pennsylvania
$62K
PSI
510
Pinnacle Summer Investments
Virginia
$59K
WEC
511
Winslow Evans & Crocker
Massachusetts
$57.8K +$21K +502 +56%
CFA
512
CT Financial Advisors
Pennsylvania
$56.6K
S
513
SignatureFD
Georgia
$54K +$6.3K +151 +13%
VIA
514
Vident Investment Advisory
Georgia
$54K +$54.4K +1,303 New
SAMC
515
Shinko Asset Management Company
Japan
$51K -$4.63K -111 -8%
CIM
516
CenturyLink Investment Management
Colorado
$49K +$49.3K +1,180 New
BC
517
Bartlett & Co
Ohio
$48K +$2.38K +57 +5%
WOC
518
West Oak Capital
California
$44.4K
TF
519
Tompkins Financial
New York
$43K -$8.35K -200 -16%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$42K +$41.8K +1,000 New
BL
521
Balentine LLC
Georgia
$40K
IMS
522
Index Management Solutions
Pennsylvania
$39K +$27.1K +648 +225%
PI
523
PineBridge Investments
New York
$38K +$38.7K +926 New
N
524
Nuveen
North Carolina
$37.1K -$1.34M -32,021 -3%
TDC
525
Thompson Davis & Co
Virginia
$37K -$5.55K -133 -13%

HIG Hedge Fund Activity: Q2 2015 in Review

588 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2015, worth a combined $15.5B — down 1.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HIG positions and 33 closed out — a net gain of 21 holders — while 191 added to existing stakes and 239 trimmed.

The largest buyer was Millennium Management, adding an estimated $116M. The largest seller was Viking Global Investors, exiting entirely with an estimated $118M sold.

  • 588 institutional investors held Hartford Financial Services (HIG) as of Q2 2015, up from 575 in Q1 2015.
  • Funds reported $15.5B of Hartford Financial Services stock for Q2 2015, down 1.9% quarter-over-quarter.
  • 54 funds opened new Hartford Financial Services positions in Q2 2015 and 33 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2015 was Millennium Management, an estimated $116M added.
  • The largest Hartford Financial Services seller in Q2 2015 was Viking Global Investors, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2015.