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Hartford Financial Services

629 hedge funds and large institutions have $16.6B invested in Hartford Financial Services in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $45.5M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.7% more ownership

Funds ownership: 90.21%90.91% (+0.7%)

0% more capital invested

Capital invested by funds: $16.6B → $16.6B (+$58.3M)

2% less funds holding

Funds holding: 642629 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

16% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 247

Holders
629
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
14.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
48
Increased
208
Reduced
247
Closed
56
Calls
$56.8M
Puts
$45.5M
Net Calls
+$11.3M
Net Calls Change
-$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
576
Price Wealth
Texas
$14K +$7.07K +135 +100%
KJWM
577
Kiley Juergens Wealth Management
Washington
$14K +$15.1K +289 New
FPFS
578
First Personal Financial Services
North Carolina
$13K -$98.2K -1,875 -88%
OIA
579
Optimum Investment Advisors
Illinois
$13K
OC
580
Oakworth Capital
Alabama
$12K
SNT
581
Security National Trust
West Virginia
$12K
WA
582
WealthTrust-Arizona
Arizona
$11K -$1.62K -31 -12%
CAL
583
Capital Advisors Ltd
Ohio
$11K
EARNEST Partners
584
EARNEST Partners
Georgia
$11K
MWM
585
MinichMacGregor Wealth Management
New York
$11K +$157 +3 +1%
SFSIG
586
San Francisco Sentry Investment Group
California
$10K -$943 -18 -9%
PFBT
587
Parkside Financial Bank & Trust
Missouri
$10K -$419 -8 -4%
BWP
588
Baldwin Wealth Partners
Massachusetts
$10K
JCM
589
Jacobi Capital Management
Pennsylvania
$10K
MFBTD
590
MB Financial Bank - Trust Department
Illinois
$10K
VCM
591
Versant Capital Management
Arizona
$9K -$157 -3 -2%
GWS
592
Glassman Wealth Services
Virginia
$9K +$262 +5 +3%
CIA
593
CSat Investment Advisory
Michigan
$9K +$8.9K +170 New
GEA
594
Glen Eagle Advisors
New Jersey
$8.13K
WEC
595
Winslow Evans & Crocker
Massachusetts
$8K
Qube Research & Technologies (QRT)
596
Qube Research & Technologies (QRT)
United Kingdom
$7K -$558K -10,658 -99%
CFA
597
Carroll Financial Associates
North Carolina
$7K -$6.29K -120 -46%
AC
598
Avestar Capital
New York
$7K
M
599
MOTCO
Texas
$7K
YWP
600
YorkBridge Wealth Partners
New York
$7K

HIG Hedge Fund Activity: Q2 2018 in Review

629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2018, worth a combined $16.6B — up 0.35% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HIG and 48 opened new positions — a net loss of 8 holders — while 247 trimmed existing stakes and 208 added.

The largest buyer was Viking Global Investors, adding an estimated $186M. The largest seller was Amundi Asset Management US, cutting an estimated $114M.

  • 629 institutional investors held Hartford Financial Services (HIG) as of Q2 2018, down from 642 in Q1 2018.
  • Funds reported $16.6B of Hartford Financial Services stock for Q2 2018, up 0.35% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q2 2018 and 56 closed out, a net change of -8 holders.
  • The largest Hartford Financial Services buyer in Q2 2018 was Viking Global Investors, an estimated $186M added.
  • The largest Hartford Financial Services seller in Q2 2018 was Amundi Asset Management US, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.