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Hartford Financial Services

697 hedge funds and large institutions have $20B invested in Hartford Financial Services in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 252 increasing their positions, 217 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 46

58% more call options, than puts

Call options by funds: $142M | Put options by funds: $89.8M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 217

7% more funds holding

Funds holding: 652697 (+45)

0.17% more ownership

Funds ownership: 91.01%91.19% (+0.17%)

0% more capital invested

Capital invested by funds: $19.9B → $20B (+$21.7M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
13.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
104
Increased
252
Reduced
217
Closed
46
Calls
$142M
Puts
$89.8M
Net Calls
+$52M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
526
ETrade Capital Management
Virginia
$216K +$214K +3,561 New
AWM
527
Aries Wealth Management
Maine
$214K
PHAM
528
Palisades Hudson Asset Management
Florida
$214K
MC
529
Miles Capital
Iowa
$212K +$209K +3,483 New
TU
530
TDAM USA
Ontario, Canada
$209K -$9.54K -159 -4%
SPC
531
Sigma Planning Corp
Michigan
$208K -$8.82K -147 -4%
AWM
532
AE Wealth Management
Kansas
$204K +$201K +3,351 New
YIA
533
YHB Investment Advisors
Connecticut
$202K -$14.4K -240 -7%
CCM
534
Compton Capital Management
Rhode Island
$202K
UCFA
535
United Capital Financial Advisors
Texas
$202K +$200K +3,329 New
BCB
536
Brian C. Broderick
$201K
SBIA
537
Sheaff Brock Investment Advisors
Indiana
$201K +$198K +3,299 New
WIP
538
Wellesley Investment Partners
Massachusetts
$201K +$199K +3,317 New
GWM
539
Geneos Wealth Management
Colorado
$188K +$114K +1,900 +156%
S
540
SignatureFD
Georgia
$184K -$6.96K -116 -4%
SC
541
Steph & Co
Wisconsin
$173K +$171K +2,852 New
AIS
542
Accurate Investment Solutions
Pennsylvania
$172K +$170K +2,825 New
MMG
543
Monetary Management Group
Missouri
$168K
HFM
544
Hartford Financial Management
Connecticut
$161K
ACA
545
Atlas Capital Advisors
Wyoming
$160K +$152K +2,528 +2,257%
QCG
546
Quadrant Capital Group
Ohio
$153K +$17.3K +288 +12%
Rockefeller Capital Management
547
Rockefeller Capital Management
New York
$140K +$17K +284 +14%
IUHSA
548
Itau Unibanco Holding S.A.
Brazil
$134K -$171K -2,856 -56%
AIM
549
AIA Investment Management
Singapore
$129K +$10.9K +182 +9%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$128K -$12K -200 -9%

HIG Hedge Fund Activity: Q4 2019 in Review

697 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2019, worth a combined $20B — up 0.11% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HIG positions and 46 closed out — a net gain of 58 holders — while 252 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $130M.

  • 697 institutional investors held Hartford Financial Services (HIG) as of Q4 2019, up from 652 in Q3 2019.
  • Funds reported $20B of Hartford Financial Services stock for Q4 2019, up 0.11% quarter-over-quarter.
  • 104 funds opened new Hartford Financial Services positions in Q4 2019 and 46 closed out, a net change of +58 holders.
  • The largest Hartford Financial Services buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Hartford Financial Services seller in Q4 2019 was JP Morgan Chase, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2019.