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Hartford Financial Services

613 hedge funds and large institutions have $17.7B invested in Hartford Financial Services in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 178 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 602613 (+11)

4% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$643M)

0.64% less ownership

Funds ownership: 88.46%87.82% (-0.64%)

26% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $57.3M

29% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 252

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
65
Increased
178
Reduced
252
Closed
50
Calls
$42.1M
Puts
$57.3M
Net Calls
-$15.1M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$24K
SWA
552
Sutton Wealth Advisors
Florida
$23.5K
GAM
553
Gemmer Asset Management
California
$23K
PFSC
554
Peoples Financial Services Corp
Pennsylvania
$21K
JWA
555
JFS Wealth Advisors
Pennsylvania
$20K
TRCT
556
Tower Research Capital (TRC)
New York
$20K +$20.1K +369 New
WEC
557
Winslow Evans & Crocker
Massachusetts
$19.4K -$16.5K -303 -46%
HI
558
Hudock Inc
Pennsylvania
$18K
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$18K
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$18K +$816 +15 +5%
WPA
561
West Paces Advisors
Georgia
$17.5K
AIM
562
Advantage Investment Management
Iowa
$17K
FMTCOCP
563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16.1K
TFO
564
Tarbox Family Office
California
$16K
CCM
565
Covington Capital Management
California
$16K +$16K +295 New
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
VIA
567
Vantage Investment Advisors
Pennsylvania
$15K
VFA
568
Valeo Financial Advisors
Indiana
$15K +$14.7K +270 New
EA
569
Edge Advisors
Georgia
$14K -$6.74K -124 -31%
WA
570
WealthTrust-Arizona
Arizona
$14K
OC
571
Oakworth Capital
Alabama
$13K
SNT
572
Security National Trust
West Virginia
$13K
SFSIG
573
San Francisco Sentry Investment Group
California
$13K +$218 +4 +2%
CAL
574
Capital Advisors Ltd
Ohio
$12K
FFC
575
First Financial Corp
Indiana
$12K

HIG Hedge Fund Activity: Q3 2017 in Review

613 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2017, worth a combined $17.7B — up 3.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HIG positions and 50 closed out — a net gain of 15 holders — while 178 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 613 institutional investors held Hartford Financial Services (HIG) as of Q3 2017, up from 602 in Q2 2017.
  • Funds reported $17.7B of Hartford Financial Services stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 65 funds opened new Hartford Financial Services positions in Q3 2017 and 50 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Hartford Financial Services seller in Q3 2017 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.