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Hartford Financial Services
HIG

555 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $178M | Put options by funds: $107M

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

5% less capital invested

Capital invested by funds: $15B → $14.3B (-$704M)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

1.82% less ownership

Funds ownership: 92.68% → 90.86% (-1.8%)

2% less funds holding

Funds holding: 566 → 555 (-11)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

Holders
555
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
16.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.46%
New
50
Increased
201
Reduced
213
Closed
51
Calls
$178M
Puts
$107M
Net Calls
+$70.5M
Net Calls Change
+$4.05M

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$47.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.9M
3
ACA
Anchor Capital Advisors
Massachusetts
+$43.4M
4
Cohen & Steers
Cohen & Steers
New York
+$32.4M
5
Lazard Asset Management
Lazard Asset Management
New York
+$32M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$194M
2
AM
Appaloosa Management
Florida
-$93.4M
3
SI
Scout Investments
Missouri
-$70.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$3K +$2.92K +84 New
CBT
552
Central Bank & Trust
Kentucky
$2K -$3.48K -100 -59%
FQ
553
First Quadrant
California
$2K – – –
HPBT
554
High Point Bank & Trust
North Carolina
$2K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$1K -$54K -1,552 -98%
AM
556
Appaloosa Management
Florida
– -$93.4M -2,579,004 Closed
RIM
557
Rainier Investment Management
Washington
– -$34.4M -950,220 Closed
TIM
558
Thornburg Investment Management
New Mexico
– -$30.7M -847,902 Closed
DSI
559
Daiwa SB Investments
Japan
– -$11.9M -327,300 Closed
PP
560
Paloma Partners
Connecticut
– -$9.58M -264,475 Closed
Schroder Investment Management Group
561
Schroder Investment Management Group
United Kingdom
– -$7.46M -205,872 Closed
TAM
562
Todd Asset Management
Kentucky
– -$6.71M -185,335 Closed
D.E. Shaw & Co
563
D.E. Shaw & Co
New York
– -$4.18M -115,353 Closed
Fidelity International
564
Fidelity International
Bermuda
– -$3.57M -98,550 Closed
HH
565
HWG Holdings
Texas
– -$3.01M -83,018 Closed
HT
566
HAP Trading
New York
– -$2.1M -60,266 Closed
SFM
567
Soros Fund Management
New York
– -$2.17M -60,000 Closed
Walleye Trading
568
Walleye Trading
New York
– -$1.93M -55,619 Closed
MNBTD
569
Moody National Bank Trust Division
Texas
– -$1.76M -48,647 Closed
CIM
570
Calvert Investment Management
Maryland
– -$1.74M -48,071 Closed
DWA
571
Dorsey Wright & Associates
California
– -$1.36M -41,481 Closed
CCT
572
Country Club Trust
Missouri
– -$1.3M -35,906 Closed
Twin Tree Management
573
Twin Tree Management
Texas
– -$1.12M -32,144 Closed
MCA
574
Mendon Capital Advisors
Florida
– -$906K -25,000 Closed
USGIU
575
U.S. Global Investors (USGI)
Texas
– -$906K -25,000 Closed
21 22
23
24 25

HIG Hedge Fund Activity: Q1 2014 in Review

555 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2014, worth a combined $14.3B — down 4.7% from $15B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of HIG and 50 opened new positions — a net loss of 1 holder — while 213 trimmed existing stakes and 201 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $47.6M. The largest seller was JP Morgan Chase, cutting an estimated $194M.

  • 555 institutional investors held Hartford Financial Services (HIG) as of Q1 2014, down from 566 in Q4 2013.
  • Funds reported $14.3B of Hartford Financial Services stock for Q1 2014, down 4.7% quarter-over-quarter.
  • 50 funds opened new Hartford Financial Services positions in Q1 2014 and 51 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q1 2014 was Cramer Rosenthal McGlynn, an estimated $47.6M added.
  • The largest Hartford Financial Services seller in Q1 2014 was JP Morgan Chase, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2014.