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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
VWM
551
Valley Wealth Managers
New Jersey
$18K
JWA
552
JFS Wealth Advisors
Pennsylvania
$17K
PFSC
553
Peoples Financial Services Corp
Pennsylvania
$17K
KTC
554
Kistler-Tiffany Companies
Pennsylvania
$16K
HI
555
Hudock Inc
Pennsylvania
$15K -$23.4K -510 -60%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
PVH
557
Psagot Value Holdings
Israel
$15K
KLI
558
Kelman-Lazarov Inc
Tennessee
$14.3K
AIM
559
Advantage Investment Management
Iowa
$14K
CBT
560
Central Bank & Trust
Kentucky
$14K
TFO
561
Tarbox Family Office
California
$14K
FMTCOCP
562
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13.8K +$13.3K +290 New
VIA
563
Vantage Investment Advisors
Pennsylvania
$13K -$1.47K -32 -11%
VCM
564
Versant Capital Management
Arizona
$13K +$1.38K +30 +12%
ZB
565
Zions Bancorporation
Utah
$12K -$780 -17 -6%
GWS
566
Glassman Wealth Services
Virginia
$12K
LNB
567
Ledyard National Bank
$12K
WA
568
WealthTrust-Arizona
Arizona
$12K
PMFA
569
Plante Moran Financial Advisors
Michigan
$12K +$2.75K +60 +30%
BL
570
Balentine LLC
Georgia
$12K +$3.67K +80 +44%
AIL
571
AGF Investments LLC
Ontario, Canada
$12K +$11K +240 New
MWM
572
MinichMacGregor Wealth Management
New York
$11K
BWM
573
Baystate Wealth Management
Massachusetts
$11K +$10.5K +230 New
GRP
574
Global Retirement Partners
California
$11K +$10.9K +238 New
BWP
575
Baldwin Wealth Partners
Massachusetts
$10K

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.