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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
576
Fortem Financial Group
California
$365K -$9.53K -104 -3%
AA
577
ALPS Advisors
Colorado
$365K +$325K +3,540 New
PHAM
578
Palisades Hudson Asset Management
Florida
$363K
WPC
579
Wedmont Private Capital
Pennsylvania
$362K +$1.56K +17 +0.5%
PCS
580
Personal CFO Solutions
New Jersey
$360K -$42.3K -461 -12%
HCA
581
Horan Capital Advisors
Ohio
$358K -$23.9K -261 -7%
AWM
582
Aries Wealth Management
Maine
$356K
RZH
583
Relyea Zuckerberg Hanson
Connecticut
$356K +$2.48K +27 +0.8%
GWM
584
GSB Wealth Management
Connecticut
$353K
QCG
585
Quadrant Capital Group
Ohio
$350K -$9.9K -108 -3%
VF
586
VitalStone Financial
Texas
$350K +$312K +3,400 New
OC
587
Oppenheimer & Co
New York
$349K
SPIS
588
Steward Partners Investment Solutions
Oregon
$349K
FPCG
589
Fort Pitt Capital Group
Pennsylvania
$349K -$7.97K -87 -3%
CFP
590
Catalyst Financial Partners
Massachusetts
$349K -$4.58K -50 -1%
PWM
591
Perigon Wealth Management
California
$347K +$15.3K +167 +5%
RIA
592
Realta Investment Advisors
Delaware
$345K -$25.9K -282 -8%
AIP
593
Ameritas Investment Partners
Nebraska
$344K
WT
594
Whittier Trust
California
$343K
SWM
595
Sugarloaf Wealth Management
Georgia
$342K
Bank Julius Baer & Co
596
Bank Julius Baer & Co
Switzerland
$342K -$183 -2 -0.1%
SG
597
Sienna Gestion
France
$341K +$303K +3,307 New
DJSG
598
D.J. St. Germain
Massachusetts
$341K -$12.7K -138 -4%
CIP
599
Convergence Investment Partners
Florida
$340K +$302K +3,299 New
Lido Advisors
600
Lido Advisors
California
$339K -$642 -7 -0.2%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.