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Hartford Financial Services

613 hedge funds and large institutions have $17.7B invested in Hartford Financial Services in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 178 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 602613 (+11)

4% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$643M)

0.64% less ownership

Funds ownership: 88.46%87.82% (-0.64%)

26% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $57.3M

29% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 252

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
65
Increased
178
Reduced
252
Closed
50
Calls
$42.1M
Puts
$57.3M
Net Calls
-$15.1M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
MinichMacGregor Wealth Management
New York
$12K +$109 +2 +0.9%
GRP
577
Global Retirement Partners
California
$11K -$2.39K -44 -18%
BWP
578
Baldwin Wealth Partners
Massachusetts
$11K -$54 -1 -0.5%
First Eagle Investment Management
579
First Eagle Investment Management
New York
$11K
JCM
580
Jacobi Capital Management
Pennsylvania
$11K
MFBTD
581
MB Financial Bank - Trust Department
Illinois
$11K
PMFA
582
Plante Moran Financial Advisors
Michigan
$11K
WAS
583
WESPAC Advisors SoCal
California
$11K
GWS
584
Glassman Wealth Services
Virginia
$10K -$4.57K -84 -32%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$9K
GEA
586
Glen Eagle Advisors
New Jersey
$8.81K
VCM
587
Versant Capital Management
Arizona
$8K +$109 +2 +1%
CFA
588
Carroll Financial Associates
North Carolina
$7K -$21.8K -400 -74%
TDC
589
Thompson Davis & Co
Virginia
$7K -$10K -184 -59%
M
590
MOTCO
Texas
$7K
YWP
591
YorkBridge Wealth Partners
New York
$7K
AIL
592
AGF Investments LLC
Ontario, Canada
$6K
APSP
593
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
SIAP
594
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$6K +$5.98K +110 New
CHP
596
Cable Hill Partners
Oregon
$5K
FIB
597
First Interstate Bank
Montana
$5K
BFEC
598
Benjamin F. Edwards & Company
Missouri
$5K +$54 +1 +1%
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$5K +$2.34K +43 +86%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.17K +95 New

HIG Hedge Fund Activity: Q3 2017 in Review

613 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2017, worth a combined $17.7B — up 3.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HIG positions and 50 closed out — a net gain of 15 holders — while 178 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 613 institutional investors held Hartford Financial Services (HIG) as of Q3 2017, up from 602 in Q2 2017.
  • Funds reported $17.7B of Hartford Financial Services stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 65 funds opened new Hartford Financial Services positions in Q3 2017 and 50 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Hartford Financial Services seller in Q3 2017 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.