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Hartford Financial Services

604 hedge funds and large institutions have $15.8B invested in Hartford Financial Services in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $14.3B → $15.8B (+$1.49B)

4% more funds holding

Funds holding: 581604 (+23)

0.31% less ownership

Funds ownership: 88.29%87.97% (-0.31%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

26% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 238

71% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $344M

Holders
604
Holders Change
+23
Holders Change %
+3.96%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
83
Increased
177
Reduced
238
Closed
53
Calls
$99.9M
Puts
$344M
Net Calls
-$244M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
501
Israel Discount Bank of New York
New York
$95K +$91.7K +2,000 New
TCOV
502
Trust Company of Vermont
Vermont
$87K
WTC
503
WhitTier Trust Company
Nevada
$83K
DAM
504
Delta Asset Management
Tennessee
$82K
IWA
505
IBEX Wealth Advisors
New Jersey
$81K +$77.3K +1,685 New
GWM
506
Geneos Wealth Management
Colorado
$78K
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74K
SFG
508
Sage Financial Group
Pennsylvania
$71K
GLI
509
Guardian Life Insurance
New York
$69K -$1.38K -30 -2%
SSB
510
Sandy Spring Bank
Maryland
$66K -$55.1K -1,201 -46%
MBT
511
Montecito Bank & Trust
California
$64K +$61.9K +1,350 New
TSW
512
Thompson Siegel & Walmsley
Virginia
$63K
LJHT
513
Laurie J. Hall Trustee
$63K +$59.6K +1,300 New
OFW
514
Omnia Family Wealth
Florida
$57K +$55K +1,200 New
EA
515
Edge Advisors
Georgia
$57K +$57.2K +1,247 New
WIM
516
Westside Investment Management
California
$56.5K +$53.4K +1,165 New
FANJ
517
Financial Architects (New Jersey)
New Jersey
$54K +$8.3K +181 +19%
PIA
518
Piedmont Investment Advisors
North Carolina
$51K +$48.7K +1,062 +11,800%
CIM
519
CenturyLink Investment Management
Colorado
$51K -$3.3K -72 -6%
NYLT
520
New York Life Trust
New York
$51K +$49.2K +1,073 New
WOC
521
West Oak Capital
California
$50.9K
TF
522
Tompkins Financial
New York
$49K
WA
523
WFG Advisors
Texas
$48K
PA
524
Parallel Advisors
California
$48K +$46.3K +1,010 New
MRCM
525
M&R Capital Management
New Jersey
$47K

HIG Hedge Fund Activity: Q4 2016 in Review

604 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2016, worth a combined $15.8B — up 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HIG positions and 53 closed out — a net gain of 30 holders — while 177 added to existing stakes and 238 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.5M. The largest seller was Virtus Fund Advisers, cutting an estimated $96.7M.

  • 604 institutional investors held Hartford Financial Services (HIG) as of Q4 2016, up from 581 in Q3 2016.
  • Funds reported $15.8B of Hartford Financial Services stock for Q4 2016, up 10% quarter-over-quarter.
  • 83 funds opened new Hartford Financial Services positions in Q4 2016 and 53 closed out, a net change of +30 holders.
  • The largest Hartford Financial Services buyer in Q4 2016 was Franklin Resources, an estimated $98.5M added.
  • The largest Hartford Financial Services seller in Q4 2016 was Virtus Fund Advisers, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2016.