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Hartford Financial Services

629 hedge funds and large institutions have $16.6B invested in Hartford Financial Services in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $45.5M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.7% more ownership

Funds ownership: 90.21%90.91% (+0.7%)

0% more capital invested

Capital invested by funds: $16.6B → $16.6B (+$58.3M)

2% less funds holding

Funds holding: 642629 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

16% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 247

Holders
629
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
14.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
48
Increased
208
Reduced
247
Closed
56
Calls
$56.8M
Puts
$45.5M
Net Calls
+$11.3M
Net Calls Change
-$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
526
Sun Life Financial
Ontario, Canada
$50K +$46.4K +886 +1,055%
GWM
527
Geneos Wealth Management
Colorado
$49K -$36.7K -700 -42%
PMFA
528
Plante Moran Financial Advisors
Michigan
$48K +$28.9K +551 +142%
RFA
529
Reilly Financial Advisors
California
$46K
CAW
530
Cornerstone Advisors (Washington)
Washington
$46K +$1.36K +26 +3%
SSB
531
Sandy Spring Bank
Maryland
$45K -$16K -305 -26%
KA
532
Kaizen Advisory
Illinois
$45K +$27.8K +531 +155%
SGAM
533
Smith Group Asset Management
Texas
$45K +$46.1K +880 New
CRC
534
Curi RMB Capital
Illinois
$42K +$1.26K +24 +3%
OIA
535
OneDigital Investment Advisors
Kansas
$40K -$1.83K -35 -4%
CTC
536
Central Trust Company
Missouri
$38K
FC
537
Ferris Capital
Massachusetts
$37K
SFM
538
Signet Financial Management
New Jersey
$36K +$21K +400 +133%
ECM
539
Estabrook Capital Management
New York
$35.8K
SBL
540
Sargent Bickham Lagudis
Colorado
$30K -$11.9K -227 -28%
TIM
541
Tortoise Investment Management
New York
$26K
PFA
542
Pathway Financial Advisors
Vermont
$25K
VEA
543
Virtus ETF Advisers
New York
$24K
Barrow, Hanley, Mewhinney & Strauss
544
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K +$314 +6 +1%
RE
545
RBC Europe
United Kingdom
$23.8K
TCM
546
Tradewinds Capital Management
Washington
$23K
RCAG
547
Rehmann Capital Advisory Group
Michigan
$22.6K
GAM
548
Gemmer Asset Management
California
$22K
CAC
549
Certified Advisory Corp
Florida
$22K +$52 +1 +0.2%
MSA
550
Marino Stram & Associates
Massachusetts
$22K +$105 +2 +0.5%

HIG Hedge Fund Activity: Q2 2018 in Review

629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2018, worth a combined $16.6B — up 0.35% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HIG and 48 opened new positions — a net loss of 8 holders — while 247 trimmed existing stakes and 208 added.

The largest buyer was Viking Global Investors, adding an estimated $186M. The largest seller was Amundi Asset Management US, cutting an estimated $114M.

  • 629 institutional investors held Hartford Financial Services (HIG) as of Q2 2018, down from 642 in Q1 2018.
  • Funds reported $16.6B of Hartford Financial Services stock for Q2 2018, up 0.35% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q2 2018 and 56 closed out, a net change of -8 holders.
  • The largest Hartford Financial Services buyer in Q2 2018 was Viking Global Investors, an estimated $186M added.
  • The largest Hartford Financial Services seller in Q2 2018 was Amundi Asset Management US, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.