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Hartford Financial Services

605 hedge funds and large institutions have $12.7B invested in Hartford Financial Services in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.07B)

0.46% less ownership

Funds ownership: 91.95%91.49% (-0.46%)

1% less funds holding

Funds holding: 610605 (-5)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

25% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $61.3M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
605
Holders Change
-5
Holders Change %
-0.82%
% of All Funds
12.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
70
Increased
198
Reduced
240
Closed
71
Calls
$45.9M
Puts
$61.3M
Net Calls
-$15.4M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Tradewinds Capital Management
Washington
$9K -$8.5K -223 -50%
OC
552
Oakworth Capital
Alabama
$9K
SIAP
553
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$5.11K +134 +134%
SLF
554
Sun Life Financial
Ontario, Canada
$8K -$572 -15 -7%
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$457 -12 -6%
CWP
556
CFM Wealth Partners
Texas
$8K -$152 -4 -2%
BWP
557
Baldwin Wealth Partners
Massachusetts
$8K
CAL
558
Capital Advisors Ltd
Ohio
$8K
EARNEST Partners
559
EARNEST Partners
Georgia
$8K
JCM
560
Jacobi Capital Management
Pennsylvania
$8K
FMTCOCP
561
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$7.62K +200 New
GWS
562
Glassman Wealth Services
Virginia
$7K -$724 -19 -9%
EWP
563
Engrave Wealth Partners
Texas
$7K
IBOK
564
Independence Bank of Kentucky
Kentucky
$7K
MRCM
565
M&R Capital Management
New Jersey
$7K
PMFA
566
Plante Moran Financial Advisors
Michigan
$7K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$7K +$800 +21 +13%
UFF
568
USA Financial Formulas
Michigan
$7K +$2.9K +76 +69%
BC
569
Bartlett & Co
Ohio
$7K +$3.81K +100 +133%
TFA
570
Transamerica Financial Advisors
Florida
$7K +$6.44K +169 New
CCA
571
Column Capital Advisors
Indiana
$7K +$7.39K +194 New
BCWM
572
Bartlett & Co Wealth Management
Ohio
$6.77K +$3.81K +100 +133%
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$190K -4,975 -97%
OAJ
574
Ogorek Anthony Joseph
New York
$6K
WEC
575
Winslow Evans & Crocker
Massachusetts
$6K

HIG Hedge Fund Activity: Q2 2020 in Review

605 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2020, worth a combined $12.7B — up 9.2% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HIG and 70 opened new positions — a net loss of 1 holder — while 240 trimmed existing stakes and 198 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $180M.

  • 605 institutional investors held Hartford Financial Services (HIG) as of Q2 2020, down from 610 in Q1 2020.
  • Funds reported $12.7B of Hartford Financial Services stock for Q2 2020, up 9.2% quarter-over-quarter.
  • 70 funds opened new Hartford Financial Services positions in Q2 2020 and 71 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2020 was Hotchkis & Wiley Capital Management, an estimated $192M added.
  • The largest Hartford Financial Services seller in Q2 2020 was BlackRock, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2020.