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Hartford Financial Services

602 hedge funds and large institutions have $17.1B invested in Hartford Financial Services in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $70.8M | Put options by funds: $39.2M

7% more capital invested

Capital invested by funds: $15.9B → $17.1B (+$1.16B)

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

1.09% less ownership

Funds ownership: 89.55%88.46% (-1.1%)

1% less funds holding

Funds holding: 610602 (-8)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 254

Holders
602
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
15.01%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
57
Increased
165
Reduced
254
Closed
60
Calls
$70.8M
Puts
$39.2M
Net Calls
+$31.6M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$19K
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$18K
TDC
553
Thompson Davis & Co
Virginia
$17K -$6.39K -129 -29%
HI
554
Hudock Inc
Pennsylvania
$17K
WPA
555
West Paces Advisors
Georgia
$16.6K -$7.43K -150 -32%
AIM
556
Advantage Investment Management
Iowa
$16K
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$16K
TFO
558
Tarbox Family Office
California
$16K
FMTCOCP
559
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15.2K
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$2.48K -50 -16%
GWS
561
Glassman Wealth Services
Virginia
$14K
VIA
562
Vantage Investment Advisors
Pennsylvania
$14K
GRP
563
Global Retirement Partners
California
$13K
OC
564
Oakworth Capital
Alabama
$13K
SNT
565
Security National Trust
West Virginia
$13K
WA
566
WealthTrust-Arizona
Arizona
$13K
CAL
567
Capital Advisors Ltd
Ohio
$12K
MWM
568
MinichMacGregor Wealth Management
New York
$11K -$396 -8 -3%
First Eagle Investment Management
569
First Eagle Investment Management
New York
$11K
FFC
570
First Financial Corp
Indiana
$11K
JCM
571
Jacobi Capital Management
Pennsylvania
$11K
MFBTD
572
MB Financial Bank - Trust Department
Illinois
$11K
PMFA
573
Plante Moran Financial Advisors
Michigan
$11K
BWP
574
Baldwin Wealth Partners
Massachusetts
$11K +$50 +1 +0.5%
SFSIG
575
San Francisco Sentry Investment Group
California
$11K +$11K +221 New

HIG Hedge Fund Activity: Q2 2017 in Review

602 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2017, worth a combined $17.1B — up 7.3% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HIG and 57 opened new positions — a net loss of 3 holders — while 254 trimmed existing stakes and 165 added.

The largest buyer was Janus Henderson Group, adding an estimated $155M. The largest seller was AJO LP, cutting an estimated $116M.

  • 602 institutional investors held Hartford Financial Services (HIG) as of Q2 2017, down from 610 in Q1 2017.
  • Funds reported $17.1B of Hartford Financial Services stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 57 funds opened new Hartford Financial Services positions in Q2 2017 and 60 closed out, a net change of -3 holders.
  • The largest Hartford Financial Services buyer in Q2 2017 was Janus Henderson Group, an estimated $155M added.
  • The largest Hartford Financial Services seller in Q2 2017 was AJO LP, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2017.