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Hartford Financial Services
HIG

697 hedge funds and large institutions have $20B invested in Hartford Financial Services in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 252 increasing their positions, 217 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 46

58% more call options, than puts

Call options by funds: $142M | Put options by funds: $89.8M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 217

7% more funds holding

Funds holding: 652 → 697 (+45)

0.17% more ownership

Funds ownership: 91.01% → 91.19% (+0.17%)

0% more capital invested

Capital invested by funds: $19.9B → $20B (+$21.7M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
13.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
104
Increased
252
Reduced
217
Closed
46
Calls
$142M
Puts
$89.8M
Net Calls
+$52M
Net Calls Change
+$1.48M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$126M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$58M
3
APG Asset Management
APG Asset Management
Netherlands
+$57.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$54.2M
5
H
Hexavest
Quebec, Canada
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$130M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
4
AAMU
Amundi Asset Management US
Massachusetts
-$57.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
576
Guardian Life Insurance
New York
$64K +$480 +8 +0.8%
CTC
577
Central Trust Company
Missouri
$63K – – –
TF
578
Tompkins Financial
New York
$62K – – –
NFG
579
Next Financial Group
Texas
$61K -$1.38K -23 -2%
FGAM
580
Financial Gravity Asset Management
Texas
$61K +$3K +50 New
CIA
581
CSat Investment Advisory
Michigan
$61K +$10.3K +171 +21%
RFA
582
Reilly Financial Advisors
California
$54K – – –
IRC
583
Investors Research Corp
Georgia
$52K -$60K -1,000 -54%
PB
584
Pinnacle Bancorp
Nebraska
$48K – – –
RTC
585
Riverview Trust Company
Washington
$48K – – –
HWM
586
Howard Wealth Management
Connecticut
$48K +$48K +800 New
RA
587
Rational Advisors
New York
$47K +$34.4K +573 +284%
HCA
588
Horan Capital Advisors
Ohio
$46K – – –
SGAM
589
Smith Group Asset Management
Texas
$44K +$2.4K +40 +6%
PCIA
590
Prime Capital Investment Advisors
Kansas
$44K +$18K +300 +71%
CFGS
591
Concourse Financial Group Securities
Alabama
$44K +$30.7K +512 +252%
PWMG
592
Prestige Wealth Management Group
New Jersey
$43K – – –
ECM
593
Estabrook Capital Management
New York
$42.5K – – –
IA
594
IFP Advisors
Florida
$42K -$1.44K -24 -3%
HGWM
595
Harvest Group Wealth Management
Massachusetts
$41K +$180 +3 +0.4%
WPA
596
West Paces Advisors
Georgia
$38.6K +$19.2K +320 +102%
HWA
597
Heritage Wealth Advisors
Virginia
$37.3K +$1.56K +26 +4%
SBL
598
Sargent Bickham Lagudis
Colorado
$37K +$180 +3 +0.5%
CBT
599
Capital Bank & Trust
California
$36K -$9.48K -158 -21%
FP
600
Financial Perspectives
Minnesota
$32.7K +$32.3K +538 New
22 23
24
25 26

HIG Hedge Fund Activity: Q4 2019 in Review

697 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2019, worth a combined $20B — up 0.11% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HIG positions and 46 closed out — a net gain of 58 holders — while 252 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $130M.

  • 697 institutional investors held Hartford Financial Services (HIG) as of Q4 2019, up from 652 in Q3 2019.
  • Funds reported $20B of Hartford Financial Services stock for Q4 2019, up 0.11% quarter-over-quarter.
  • 104 funds opened new Hartford Financial Services positions in Q4 2019 and 46 closed out, a net change of +58 holders.
  • The largest Hartford Financial Services buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Hartford Financial Services seller in Q4 2019 was JP Morgan Chase, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2019.