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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
First Manhattan
526
First Manhattan
New York
$46K +$9.4K +205 +27%
AA
527
Ancora Advisors
Ohio
$43K +$41.3K +900 New
CAW
528
Cornerstone Advisors (Washington)
Washington
$42K
LYV
529
Live Your Vision
Pennsylvania
$41K
BIG
530
Bellwether Investment Group
Tennessee
$39K +$37.6K +819 New
PAM
531
Paradigm Asset Management
New York
$35.7K -$68.8K -1,500 -67%
HCM
532
Highlander Capital Management
New Jersey
$35K
SFS
533
Sowell Financial Services
Arkansas
$35K +$33.4K +729 New
ECM
534
Estabrook Capital Management
New York
$33.4K
WEC
535
Winslow Evans & Crocker
Massachusetts
$31.1K -$6.88K -150 -19%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$31K +$9.58K +209 +46%
RFA
537
Reilly Financial Advisors
California
$30K +$3.07K +67 +12%
SIC
538
Salem Investment Counselors
North Carolina
$26K
KT
539
Kanaly Trust
Texas
$25K +$504 +11 +2%
TIM
540
Tortoise Investment Management
New York
$24K +$22.9K +500 New
WT
541
Whittier Trust
California
$23K +$2.15K +47 +11%
WPA
542
West Paces Advisors
Georgia
$22.2K +$21.3K +465 New
JG
543
Jefferies Group
New York
$22K -$4.95K -108 -19%
HFM
544
Hartford Financial Management
Connecticut
$21K
TCM
545
Tradewinds Capital Management
Washington
$21K
SWA
546
Sutton Wealth Advisors
Florida
$20.2K
GAM
547
Gemmer Asset Management
California
$20K
LWM
548
LBA Wealth Management
Florida
$20K
PSUF
549
People's United Financial
Connecticut
$20K
AssetMark Inc
550
AssetMark Inc
California
$19K

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.