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Hartford Financial Services

605 hedge funds and large institutions have $12.7B invested in Hartford Financial Services in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.07B)

0.46% less ownership

Funds ownership: 91.95%91.49% (-0.46%)

1% less funds holding

Funds holding: 610605 (-5)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

25% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $61.3M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
605
Holders Change
-5
Holders Change %
-0.82%
% of All Funds
12.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
70
Increased
198
Reduced
240
Closed
71
Calls
$45.9M
Puts
$61.3M
Net Calls
-$15.4M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
576
Flagship Harbor Advisors
Massachusetts
$6K +$76 +2 +1%
BBHC
577
Brown Brothers Harriman & Co
New York
$5K +$3.51K +92 +368%
APWM
578
Atlas Private Wealth Management
New York
$4K
CHA
579
Carmichael Hill & Associates
Maryland
$4K
CFA
580
Carroll Financial Associates
North Carolina
$4K
FCB
581
First Command Bank
Texas
$4K
FCFS
582
First Command Financial Services
Texas
$4K
SMG
583
Spectrum Management Group
Indiana
$4K
VRM
584
Vectors Research Management
New York
$4K
HS
585
Horan Securities
United States
$4K +$3.81K +100 New
IWP
586
IAG Wealth Partners
Wisconsin
$3K
SFM
587
Systematic Financial Management
New Jersey
$3K
WCG
588
Weaver Consulting Group
California
$3K
SFSIG
589
San Francisco Sentry Investment Group
California
$2K -$2.59K -68 -60%
APW
590
Acima Private Wealth
Virginia
$2K
CA
591
Clearstead Advisors
Ohio
$2K
M
592
MOTCO
Texas
$2K
WAMC
593
Western Asset Management Company
California
$2K +$1.18K +31 New
WB
594
Webster Bank
Connecticut
$2K +$1.64K +43 New
JWM
595
Janiczek Wealth Management
Colorado
$2K +$2.21K +58 New
BWM
596
BerganKDV Wealth Management
Minnesota
$1K -$915 -24 -63%
JFA
597
JNBA Financial Advisors
Minnesota
$1K
LFG
598
Larson Financial Group
Missouri
$1K
LWA
599
Lenox Wealth Advisors
New York
$1K
SFG
600
Sowa Financial Group
Rhode Island
$1K

HIG Hedge Fund Activity: Q2 2020 in Review

605 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2020, worth a combined $12.7B — up 9.2% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HIG and 70 opened new positions — a net loss of 1 holder — while 240 trimmed existing stakes and 198 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $180M.

  • 605 institutional investors held Hartford Financial Services (HIG) as of Q2 2020, down from 610 in Q1 2020.
  • Funds reported $12.7B of Hartford Financial Services stock for Q2 2020, up 9.2% quarter-over-quarter.
  • 70 funds opened new Hartford Financial Services positions in Q2 2020 and 71 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2020 was Hotchkis & Wiley Capital Management, an estimated $192M added.
  • The largest Hartford Financial Services seller in Q2 2020 was BlackRock, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2020.