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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Apollon Wealth Management
South Carolina
$405K -$34K -339 -8%
WPC
552
Wedmont Private Capital
Pennsylvania
$405K +$31.3K +312 +9%
MFG
553
Merit Financial Group
Georgia
$404K -$31.1K -310 -7%
MIM
554
MTM Investment Management
South Carolina
$398K
GL
555
Graypoint LLC
New York
$394K +$22.4K +223 +6%
GI
556
GAMCO Investors
Connecticut
$392K -$20.1K -200 -5%
MOS
557
MGO One Seven
Ohio
$389K +$389K +3,871 New
ECM
558
Evergreen Capital Management
Washington
$389K +$75.8K +755 +24%
QCG
559
Quadrant Capital Group
Ohio
$386K +$44.8K +446 +13%
SIG
560
Stonegate Investment Group
Alabama
$385K
FTWA
561
Fifth Third Wealth Advisors
Ohio
$385K +$384K +3,829 New
WT
562
Washington Trust
Rhode Island
$383K +$100 +1 +0%
JCIA
563
Jackson Creek Investment Advisors
Colorado
$382K -$420K -4,181 -52%
FIA
564
Foundations Investment Advisors
Arizona
$382K +$201 +2 +0.1%
ACM
565
Advisors Capital Management
New Jersey
$381K -$38.1K -380 -9%
EWA
566
Exencial Wealth Advisors
Oklahoma
$377K -$52K -518 -12%
QIM
567
Quantitative Investment Management
Virginia
$373K +$372K +3,710 New
DT
568
Diversified Trust
Tennessee
$371K -$548K -5,455 -60%
Bank Julius Baer & Co
569
Bank Julius Baer & Co
Switzerland
$371K -$502 -5 -0.2%
VVP
570
Venture Visionary Partners
Ohio
$370K +$46.1K +459 +14%
TAM
571
Trust Asset Management
Texas
$368K
AIA
572
Angeles Investment Advisors
California
$363K -$103K -1,029 -22%
SOW
573
State of Wyoming
Wyoming
$362K -$151K -1,509 -30%
NW
574
Naviter Wealth
Arkansas
$362K
CCMG
575
Clark Capital Management Group
Pennsylvania
$362K +$64.3K +641 +22%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.