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Hartford Financial Services

646 hedge funds and large institutions have $18.6B invested in Hartford Financial Services in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 240 increasing their positions, 206 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 206

14% more capital invested

Capital invested by funds: $16.4B → $18.6B (+$2.27B)

2% more funds holding

Funds holding: 633646 (+13)

1.1% more ownership

Funds ownership: 91.5%92.6% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

40% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $75.9M

Holders
646
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
14.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
75
Increased
240
Reduced
206
Closed
53
Calls
$45.4M
Puts
$75.9M
Net Calls
-$30.5M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
551
Rational Advisors
New York
$28K +$24.1K +456 +950%
RIA
552
Realta Investment Advisors
Delaware
$27K
VEA
553
Virtus ETF Advisers
New York
$26K +$24.3K +460 New
SWA
554
Sutton Wealth Advisors
Florida
$25.4K +$158 +3 +0.7%
TCM
555
Tradewinds Capital Management
Washington
$25K
Barrow, Hanley, Mewhinney & Strauss
556
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K
CAC
557
Certified Advisory Corp
Florida
$24K
ESB
558
Essex Savings Bank
Connecticut
$24K +$19.5K +370 +771%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$23K +$19.9K +376 +895%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$22.2K +$53 +1 +0.3%
CB
561
CNB Bank
Pennsylvania
$22K
GAM
562
Gemmer Asset Management
California
$22K +$4.22K +80 +25%
DWM
563
Doyle Wealth Management
Florida
$22K +$21.1K +400 New
PFSC
564
Peoples Financial Services Corp
Pennsylvania
$21K
JWA
565
JFS Wealth Advisors
Pennsylvania
$20K
KTC
566
Kistler-Tiffany Companies
Pennsylvania
$19K
TFO
567
Tarbox Family Office
California
$19K
AssetMark Inc
568
AssetMark Inc
California
$18K
HI
569
Hudock Inc
Pennsylvania
$18K
WPA
570
West Paces Advisors
Georgia
$17.6K
GWS
571
Glassman Wealth Services
Virginia
$17K +$634 +12 +4%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$17K +$898 +17 +6%
SLF
573
Sun Life Financial
Ontario, Canada
$16K -$16.9K -320 -52%
SMFS
574
Squar Milner Financial Services
California
$16K -$2.11K -40 -12%
FMTCOCP
575
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K

HIG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2019, worth a combined $18.6B — up 14% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HIG positions and 53 closed out — a net gain of 22 holders — while 240 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $278M. The largest seller was Citadel Advisors, cutting an estimated $67.8M.

  • 646 institutional investors held Hartford Financial Services (HIG) as of Q2 2019, up from 633 in Q1 2019.
  • Funds reported $18.6B of Hartford Financial Services stock for Q2 2019, up 14% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2019 and 53 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2019 was Nuveen, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q2 2019 was Citadel Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2019.