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Hartford Financial Services

629 hedge funds and large institutions have $16.6B invested in Hartford Financial Services in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $45.5M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.7% more ownership

Funds ownership: 90.21%90.91% (+0.7%)

0% more capital invested

Capital invested by funds: $16.6B → $16.6B (+$58.3M)

2% less funds holding

Funds holding: 642629 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

16% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 247

Holders
629
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
14.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
48
Increased
208
Reduced
247
Closed
56
Calls
$56.8M
Puts
$45.5M
Net Calls
+$11.3M
Net Calls Change
-$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
Sutton Wealth Advisors
Florida
$21.7K
MSE
552
MUFG Securities EMEA
United Kingdom
$21K -$8.83M -168,599 -100%
JGIA
553
Jackson Grant Investment Advisers
Connecticut
$21K +$5.03K +96 New
CB
554
CNB Bank
Pennsylvania
$20K
KTC
555
Kistler-Tiffany Companies
Pennsylvania
$20K +$2.62K +50 +15%
PCIA
556
Prime Capital Investment Advisors
Kansas
$20K +$21K +400 New
PFSC
557
Peoples Financial Services Corp
Pennsylvania
$19K
IP
558
Intellectus Partners
California
$19K +$33.7K +644 New
JWA
559
JFS Wealth Advisors
Pennsylvania
$18K
LFA
560
Legacy Financial Advisors
Kentucky
$18K +$2.2K +42 +14%
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$4.14K +79 +29%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$17K -$681 -13 -4%
HI
563
Hudock Inc
Pennsylvania
$17K
GRP
564
Global Retirement Partners
California
$17K +$7.49K +143 +79%
SMFS
565
Squar Milner Financial Services
California
$17K +$17.1K +326 New
WPA
566
West Paces Advisors
Georgia
$16.1K
AssetMark Inc
567
AssetMark Inc
California
$16K -$196K -3,751 -92%
AIM
568
Advantage Investment Management
Iowa
$15K
FMTCOCP
569
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
HR
570
Howe & Rusling
New York
$15K
TFO
571
Tarbox Family Office
California
$15K
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$15K +$10.5K +200 +213%
GTAM
573
Global Trust Asset Management
Florida
$14K
VFA
574
Valeo Financial Advisors
Indiana
$14K
VIA
575
Vantage Investment Advisors
Pennsylvania
$14K

HIG Hedge Fund Activity: Q2 2018 in Review

629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2018, worth a combined $16.6B — up 0.35% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HIG and 48 opened new positions — a net loss of 8 holders — while 247 trimmed existing stakes and 208 added.

The largest buyer was Viking Global Investors, adding an estimated $186M. The largest seller was Amundi Asset Management US, cutting an estimated $114M.

  • 629 institutional investors held Hartford Financial Services (HIG) as of Q2 2018, down from 642 in Q1 2018.
  • Funds reported $16.6B of Hartford Financial Services stock for Q2 2018, up 0.35% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q2 2018 and 56 closed out, a net change of -8 holders.
  • The largest Hartford Financial Services buyer in Q2 2018 was Viking Global Investors, an estimated $186M added.
  • The largest Hartford Financial Services seller in Q2 2018 was Amundi Asset Management US, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.