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Hartford Financial Services
HIG

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646 → 652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6% → 91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
2
JP Morgan Chase
JP Morgan Chase
New York
+$66M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$64M
4
APG Asset Management
APG Asset Management
Netherlands
+$40.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$118M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$94M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$69.1M
4
AL
AJO LP
Pennsylvania
-$65.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$54.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
551
Pinnacle Bancorp
Nebraska
$48K – – –
RTC
552
Riverview Trust Company
Washington
$48K – – –
CBT
553
Capital Bank & Trust
California
$46K -$81.7K -1,397 -65%
HCA
554
Horan Capital Advisors
Ohio
$45K +$43.9K +750 New
ECM
555
Estabrook Capital Management
New York
$42.4K – – –
PWMG
556
Prestige Wealth Management Group
New Jersey
$42K – – –
SGAM
557
Smith Group Asset Management
Texas
$41K -$7.43K -127 -16%
HGWM
558
Harvest Group Wealth Management
Massachusetts
$41K +$234 +4 +0.6%
IA
559
IFP Advisors
Florida
$41K +$41.7K +712 New
SBL
560
Sargent Bickham Lagudis
Colorado
$37K +$176 +3 +0.5%
HWA
561
Heritage Wealth Advisors
Virginia
$35K – – –
TA
562
Thor Advisors
New York
$34K +$33.2K +568 New
EW
563
Evoke Wealth
California
$32.5K +$31.2K +533 New
KWA
564
KCS Wealth Advisory
California
$32.1K +$31K +529 New
SFM
565
Systematic Financial Management
New Jersey
$31K -$2.2M -37,636 -99%
TCOV
566
Trust Company of Vermont
Vermont
$30K -$27.8K -475 -49%
AIM
567
Advantage Investment Management
Iowa
$30K – – –
RIA
568
Realta Investment Advisors
Delaware
$29K – – –
VEA
569
Virtus ETF Advisers
New York
$28K – – –
SWA
570
Sutton Wealth Advisors
Florida
$27.8K +$176 +3 +0.7%
CAC
571
Certified Advisory Corp
Florida
$27K – – –
TCM
572
Tradewinds Capital Management
Washington
$27K – – –
GAM
573
Gemmer Asset Management
California
$25K +$527 +9 +2%
PCIA
574
Prime Capital Investment Advisors
Kansas
$25K +$24.6K +420 New
RCAG
575
Rehmann Capital Advisory Group
Michigan
$24.2K – – –
21 22
23
24 25

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.