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Hartford Financial Services

604 hedge funds and large institutions have $15.8B invested in Hartford Financial Services in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $14.3B → $15.8B (+$1.49B)

4% more funds holding

Funds holding: 581604 (+23)

0.31% less ownership

Funds ownership: 88.29%87.97% (-0.31%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

26% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 238

71% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $344M

Holders
604
Holders Change
+23
Holders Change %
+3.96%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
83
Increased
177
Reduced
238
Closed
53
Calls
$99.9M
Puts
$344M
Net Calls
-$244M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
576
Capital Advisors Ltd
Ohio
$10K
First Eagle Investment Management
577
First Eagle Investment Management
New York
$10K
JCM
578
Jacobi Capital Management
Pennsylvania
$10K
EF
579
Empirical Finance
Pennsylvania
$10K +$9.03K +197 New
EARNEST Partners
580
EARNEST Partners
Georgia
$10K +$9.95K +217 New
WAS
581
WESPAC Advisors SoCal
California
$9.53K
GEA
582
Glen Eagle Advisors
New Jersey
$7.58K +$7.29K +159 New
PFBT
583
Parkside Financial Bank & Trust
Missouri
$7K +$1.6K +35 +31%
OC
584
Oakworth Capital
Alabama
$6K
YWP
585
YorkBridge Wealth Partners
New York
$6K +$6.01K +131 New
MFW
586
Mosaic Family Wealth
Missouri
$5K -$1.88K -41 -28%
APSP
587
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
FIB
588
First Interstate Bank
Montana
$4K -$2.8K -61 -42%
DPA
589
Delphi Private Advisors
California
$4K -$1.51K -33 -28%
CHP
590
Cable Hill Partners
Oregon
$4K
GBBWRPM
591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K
KF
592
Krilogy Financial
Missouri
$4K
TP
593
Truvvo Partners
New York
$3.07K
AF
594
Allworth Financial
California
$3K
HPBT
595
High Point Bank & Trust
North Carolina
$3K
WB
596
Webster Bank
Connecticut
$3K +$3.21K +70 New
LS
597
Livforsakringsbolaget Skandia
Sweden
$2.71K +$1.94M +42,389 +294%
WTB
598
Washington Trust Bank
Washington
$2K -$3.26K -71 -66%
NR
599
Newfound Research
Massachusetts
$2K -$46 -1 -3%
VNA
600
Valley National Advisers
Pennsylvania
$2K

HIG Hedge Fund Activity: Q4 2016 in Review

604 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2016, worth a combined $15.8B — up 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HIG positions and 53 closed out — a net gain of 30 holders — while 177 added to existing stakes and 238 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.5M. The largest seller was Virtus Fund Advisers, cutting an estimated $96.7M.

  • 604 institutional investors held Hartford Financial Services (HIG) as of Q4 2016, up from 581 in Q3 2016.
  • Funds reported $15.8B of Hartford Financial Services stock for Q4 2016, up 10% quarter-over-quarter.
  • 83 funds opened new Hartford Financial Services positions in Q4 2016 and 53 closed out, a net change of +30 holders.
  • The largest Hartford Financial Services buyer in Q4 2016 was Franklin Resources, an estimated $98.5M added.
  • The largest Hartford Financial Services seller in Q4 2016 was Virtus Fund Advisers, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2016.