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Hartford Financial Services

613 hedge funds and large institutions have $17.7B invested in Hartford Financial Services in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 178 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 602613 (+11)

4% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$643M)

0.64% less ownership

Funds ownership: 88.46%87.82% (-0.64%)

26% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $57.3M

29% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 252

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
65
Increased
178
Reduced
252
Closed
50
Calls
$42.1M
Puts
$57.3M
Net Calls
-$15.1M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
MUFG Americas
New York
$127K
AAM
502
Advisors Asset Management
Colorado
$121K -$162K -2,982 -58%
NFG
503
Next Financial Group
Texas
$118K -$79.4K -1,460 -41%
NIMI
504
Natixis Investment Managers International
France
$118K -$1.69K -31 -1%
WIM
505
Westside Investment Management
California
$117K -$2.94K -54 -2%
CG
506
Cutler Group
California
$110K -$597K -10,987 -85%
QCG
507
Quadrant Capital Group
Ohio
$107K
RE
508
RBC Europe
United Kingdom
$103K +$101K +1,866 New
TCOV
509
Trust Company of Vermont
Vermont
$98K -$1.52K -28 -2%
WTC
510
WhitTier Trust Company
Nevada
$96K
DAM
511
Delta Asset Management
Tennessee
$95K
GWM
512
Geneos Wealth Management
Colorado
$92K -$15.8K -290 -15%
DCM
513
Dupont Capital Management
Delaware
$89K -$35.5K -653 -29%
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K +$979 +18 +1%
RFA
515
Reilly Financial Advisors
California
$84K
TSW
516
Thompson Siegel & Walmsley
Virginia
$84K
SFG
517
Sage Financial Group
Pennsylvania
$83K
ACM
518
Americafirst Capital Management
California
$79.7K +$78.2K +1,438 New
PA
519
Parallel Advisors
California
$76K -$14.4K -264 -16%
PCM
520
Prelude Capital Management
New York
$75K +$11.5K +211 +19%
AIS
521
AlphaOne Investment Services
Pennsylvania
$74K +$72.9K +1,341 New
BWA
522
BDO Wealth Advisors
Florida
$73K
LJHT
523
Laurie J. Hall Trustee
$72.1K
SBL
524
Sargent Bickham Lagudis
Colorado
$69K +$67.2K +1,236 New
OFW
525
Omnia Family Wealth
Florida
$67K

HIG Hedge Fund Activity: Q3 2017 in Review

613 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2017, worth a combined $17.7B — up 3.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HIG positions and 50 closed out — a net gain of 15 holders — while 178 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 613 institutional investors held Hartford Financial Services (HIG) as of Q3 2017, up from 602 in Q2 2017.
  • Funds reported $17.7B of Hartford Financial Services stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 65 funds opened new Hartford Financial Services positions in Q3 2017 and 50 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Hartford Financial Services seller in Q3 2017 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.