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Hartford Financial Services

632 hedge funds and large institutions have $15.5B invested in Hartford Financial Services in 2015 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

3% more funds holding

Funds holding: 614632 (+18)

2.37% less ownership

Funds ownership: 90.13%87.75% (-2.4%)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.49B)

11% less call options, than puts

Call options by funds: $90.6M | Put options by funds: $101M

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

26% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 262

Holders
632
Holders Change
+18
Holders Change %
+2.93%
% of All Funds
16.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.34%
New
81
Increased
195
Reduced
262
Closed
54
Calls
$90.6M
Puts
$101M
Net Calls
-$10.7M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
576
Tradewinds Capital Management
Washington
$19K
WT
577
Whittier Trust
California
$19K
DIA
578
Dana Investment Advisors
Wisconsin
$18.3K -$28M -610,992 -97%
CAW
579
Cornerstone Advisors (Washington)
Washington
$18K
GAM
580
Gemmer Asset Management
California
$18K
BWA
581
Burt Wealth Advisors
Maryland
$18K +$20K +437 New
RPG
582
Risk Paradigm Group
Texas
$17.4K -$3.94K -86 -18%
ClearBridge Investments
583
ClearBridge Investments
New York
$17K
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$16K
JWA
585
JFS Wealth Advisors
Pennsylvania
$15K
KTC
586
Kistler-Tiffany Companies
Pennsylvania
$14K
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$10.6K +231 +238%
CCS
588
Crosspoint Capital Strategies
California
$13K -$3.48K -76 -20%
AIM
589
Advantage Investment Management
Iowa
$13K
TFO
590
Tarbox Family Office
California
$13K
WIC
591
Woodmont Investment Counsel
Tennessee
$13K
GBT
592
Grove Bank & Trust
Florida
$13K +$13.8K +300 New
VIA
593
Vantage Investment Advisors
Pennsylvania
$12K
ZB
594
Zions Bancorporation
Utah
$12K
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GWS
596
Glassman Wealth Services
Virginia
$11K
WAS
597
Winch Advisory Services
Wisconsin
$11K +$46 +1 +0.3%
LWM
598
LBA Wealth Management
Florida
$11K +$11.9K +260 New
MWM
599
MinichMacGregor Wealth Management
New York
$11K +$12.3K +268 New
BL
600
Balentine LLC
Georgia
$10K -$42.3K -923 -81%

HIG Hedge Fund Activity: Q4 2015 in Review

632 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2015, worth a combined $15.5B — down 8.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HIG positions and 54 closed out — a net gain of 27 holders — while 195 added to existing stakes and 262 trimmed.

The largest buyer was abrdn Investment Management, opening a new position worth an estimated $189M. The largest seller was AJO LP, cutting an estimated $132M.

  • 632 institutional investors held Hartford Financial Services (HIG) as of Q4 2015, up from 614 in Q3 2015.
  • Funds reported $15.5B of Hartford Financial Services stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 81 funds opened new Hartford Financial Services positions in Q4 2015 and 54 closed out, a net change of +27 holders.
  • The largest Hartford Financial Services buyer in Q4 2015 was abrdn Investment Management, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q4 2015 was AJO LP, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2015.