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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
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.8K +450 New
SWA
527
Sutton Wealth Advisors
Florida
$18.2K
PSUF
528
People's United Financial
Connecticut
$18K -$187K -4,458 -91%
BWA
529
Burt Wealth Advisors
Maryland
$18K
LWM
530
LBA Wealth Management
Florida
$18K
WT
531
Whittier Trust
California
$18K
GAM
532
Gemmer Asset Management
California
$18K +$251 +6 +1%
AssetMark Inc
533
AssetMark Inc
California
$17K
PFSC
534
Peoples Financial Services Corp
Pennsylvania
$16K
VWM
535
Valley Wealth Managers
New Jersey
$16K
JWA
536
JFS Wealth Advisors
Pennsylvania
$15K
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$14K
KLI
539
Kelman-Lazarov Inc
Tennessee
$13.1K
GBT
540
Grove Bank & Trust
Florida
$13K -$6.28K -150 -33%
ZB
541
Zions Bancorporation
Utah
$13K -$209 -5 -2%
AIM
542
Advantage Investment Management
Iowa
$13K
CBT
543
Central Bank & Trust
Kentucky
$13K
PVH
544
Psagot Value Holdings
Israel
$13K
VIA
545
Vantage Investment Advisors
Pennsylvania
$13K
TFO
546
Tarbox Family Office
California
$13K +$126 +3 +1%
WIC
547
Woodmont Investment Counsel
Tennessee
$13K +$12.6K +300 New
WA
548
WealthTrust-Arizona
Arizona
$11K
GWS
549
Glassman Wealth Services
Virginia
$11K +$419 +10 +4%
LNB
550
Ledyard National Bank
$10K -$4.6K -110 -31%

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.