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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
501
Thompson Siegel & Walmsley
Virginia
$57K
CIM
502
CenturyLink Investment Management
Colorado
$49K
SAMC
503
Shinko Asset Management Company
Japan
$46K
WOC
504
West Oak Capital
California
$45.7K
IR
505
Invictus RG
Bermuda
$45K +$6.65K +159 +18%
TF
506
Tompkins Financial
New York
$44K
WA
507
WFG Advisors
Texas
$43K -$963 -23 -2%
LAM
508
Lebenthal Asset Management
New York
$43K +$42K +1,004 New
MRCM
509
M&R Capital Management
New Jersey
$42K
FANJ
510
Financial Architects (New Jersey)
New Jersey
$41K
LYV
511
Live Your Vision
Pennsylvania
$38K +$36.9K +882 New
CAW
512
Cornerstone Advisors (Washington)
Washington
$37K +$19.5K +466 +114%
CYG
513
Clean Yield Group
Vermont
$36K
HI
514
Hudock Inc
Pennsylvania
$36K +$126 +3 +0.4%
WEC
515
Winslow Evans & Crocker
Massachusetts
$34.3K -$8.12K -194 -19%
First Manhattan
516
First Manhattan
New York
$32K
HCM
517
Highlander Capital Management
New Jersey
$31K
ECM
518
Estabrook Capital Management
New York
$30K
JG
519
Jefferies Group
New York
$24K -$85.2K -2,036 -78%
MWP
520
MYCIO Wealth Partners
Pennsylvania
$24K -$7.2K -172 -24%
RFA
521
Reilly Financial Advisors
California
$24K +$23.4K +560 New
KT
522
Kanaly Trust
Texas
$22K -$6.91K -165 -25%
HFM
523
Hartford Financial Management
Connecticut
$19K
TDC
524
Thompson Davis & Co
Virginia
$19K
TCM
525
Tradewinds Capital Management
Washington
$19K

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.