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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
576
Dorsey & Whitney Trust
South Dakota
$360K -$15.4K -153 -4%
WC
577
Weil Company
California
$359K
DAS
578
Dynamic Advisor Solutions
Arizona
$355K -$87.7K -874 -20%
AA
579
ALPS Advisors
Colorado
$354K -$1.71K -17 -0.5%
PHAM
580
Palisades Hudson Asset Management
Florida
$354K
WA
581
Wealth Alliance
New York
$352K +$44.5K +443 +14%
WT
582
Whittier Trust
California
$349K +$14.6K +145 +4%
HCA
583
Horan Capital Advisors
Ohio
$349K
AWM
584
Aries Wealth Management
Maine
$348K +$903 +9 +0.3%
RZH
585
Relyea Zuckerberg Hanson
Connecticut
$348K +$703 +7 +0.2%
GWM
586
GSB Wealth Management
Connecticut
$344K
ACA
587
Aptus Capital Advisors
Alabama
$343K +$33.4K +333 +11%
MGIA
588
Moneta Group Investment Advisors
Missouri
$343K +$17.1K +170 +5%
GS
589
GTS Securities
New York
$342K -$817K -8,141 -71%
BTW
590
Boston Trust Walden
Massachusetts
$342K -$98.1K -977 -22%
FFG
591
Fortem Financial Group
California
$339K -$17.4K -173 -5%
PCS
592
Personal CFO Solutions
New Jersey
$338K -$13.3K -133 -4%
FPCG
593
Fort Pitt Capital Group
Pennsylvania
$336K -$4.12K -41 -1%
ICP
594
Interchange Capital Partners
Pennsylvania
$336K +$335K +3,340 New
STA
595
Summit Trail Advisors
New York
$336K +$51.2K +510 +18%
SWM
596
Sugarloaf Wealth Management
Georgia
$333K
LC
597
Lindbrook Capital
California
$333K +$6.12K +61 +2%
PCA
598
Pallas Capital Advisors
Massachusetts
$331K +$66.8K +666 +27%
CP
599
Camelot Portfolios
Ohio
$331K +$330K +3,288 New
DOA
600
D'Orazio & Associates
Virginia
$329K +$18K +179 +6%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.