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Hartford Financial Services

646 hedge funds and large institutions have $18.6B invested in Hartford Financial Services in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 240 increasing their positions, 206 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 206

14% more capital invested

Capital invested by funds: $16.4B → $18.6B (+$2.27B)

2% more funds holding

Funds holding: 633646 (+13)

1.1% more ownership

Funds ownership: 91.5%92.6% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

40% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $75.9M

Holders
646
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
14.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
75
Increased
240
Reduced
206
Closed
53
Calls
$45.4M
Puts
$75.9M
Net Calls
-$30.5M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
576
Wealthcare Advisory Partners
Pennsylvania
$16K
ZB
577
Zions Bancorporation
Utah
$16K
VFA
578
Valeo Financial Advisors
Indiana
$15K -$528 -10 -4%
CBT
579
Central Bank & Trust
Kentucky
$15K
EFSCE
580
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
LWM
581
Liberty Wealth Management
California
$15K
CFB
582
Cullen/Frost Bankers
Texas
$14K -$47.3K -896 -78%
HR
583
Howe & Rusling
New York
$14K -$686 -13 -5%
OIA
584
Optimum Investment Advisors
Illinois
$14K
SSB
585
Sandy Spring Bank
Maryland
$14K
BWA
586
BDO Wealth Advisors
Florida
$13K
OC
587
Oakworth Capital
Alabama
$13K
PCP
588
Proficio Capital Partners
Massachusetts
$13K +$2.8K +53 +30%
BCA
589
Berman Capital Advisors
Georgia
$13K +$4.96K +94 +61%
KCPG
590
Kavar Capital Partners Group
Kansas
$13K +$12.1K +230 New
AC
591
Avestar Capital
New York
$12K
EARNEST Partners
592
EARNEST Partners
Georgia
$12K
CRC
593
Curi RMB Capital
Illinois
$11K -$25.5K -483 -71%
BWP
594
Baldwin Wealth Partners
Massachusetts
$11K
CAL
595
Capital Advisors Ltd
Ohio
$11K
IBOK
596
Independence Bank of Kentucky
Kentucky
$11K
JCM
597
Jacobi Capital Management
Pennsylvania
$11K
PMFA
598
Plante Moran Financial Advisors
Michigan
$10K
SFSIG
599
San Francisco Sentry Investment Group
California
$10K
WEC
600
Winslow Evans & Crocker
Massachusetts
$10K

HIG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2019, worth a combined $18.6B — up 14% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HIG positions and 53 closed out — a net gain of 22 holders — while 240 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $278M. The largest seller was Citadel Advisors, cutting an estimated $67.8M.

  • 646 institutional investors held Hartford Financial Services (HIG) as of Q2 2019, up from 633 in Q1 2019.
  • Funds reported $18.6B of Hartford Financial Services stock for Q2 2019, up 14% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2019 and 53 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2019 was Nuveen, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q2 2019 was Citadel Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2019.