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Hartford Financial Services
HIG

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646 → 652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6% → 91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
2
JP Morgan Chase
JP Morgan Chase
New York
+$66M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$64M
4
APG Asset Management
APG Asset Management
Netherlands
+$40.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$118M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$94M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$69.1M
4
AL
AJO LP
Pennsylvania
-$65.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$54.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$15K – – –
BWA
602
BDO Wealth Advisors
Florida
$14K – – –
EARNEST Partners
603
EARNEST Partners
Georgia
$13K – – –
MRCM
604
M&R Capital Management
New Jersey
$12K -$46.8K -800 -80%
CFGS
605
Concourse Financial Group Securities
Alabama
$12K -$25K -427 -68%
RA
606
Rational Advisors
New York
$12K -$17.7K -302 -60%
BWP
607
Baldwin Wealth Partners
Massachusetts
$12K – – –
CAL
608
Capital Advisors Ltd
Ohio
$12K – – –
IBOK
609
Independence Bank of Kentucky
Kentucky
$12K – – –
JCM
610
Jacobi Capital Management
Pennsylvania
$12K – – –
TAIM
611
TD Ameritrade Investment Management
Nebraska
$12K +$410 +7 +4%
MAM
612
Meeder Asset Management
Ohio
$12K +$1.23K +21 +11%
PMFA
613
Plante Moran Financial Advisors
Michigan
$11K – – –
BBHC
614
Brown Brothers Harriman & Co
New York
$11K +$1.4K +24 +16%
WEC
615
Winslow Evans & Crocker
Massachusetts
$10K – – –
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$10K +$293 +5 +3%
GEA
617
Glen Eagle Advisors
New Jersey
$9.64K – – –
CBT
618
Central Bank & Trust
Kentucky
$9K -$7.31K -125 -45%
SFSIG
619
San Francisco Sentry Investment Group
California
$9K -$2.05K -35 -20%
NCM
620
Nelson Capital Management
California
$9K – – –
CFA
621
Carroll Financial Associates
North Carolina
$7K – – –
CWM
622
Cedar Wealth Management
California
$7K – – –
GSWM
623
Golden State Wealth Management
California
$7K +$5.85K +100 +588%
ACA
624
Atlas Capital Advisors
Wyoming
$6.79K – – –
FRA
625
Front Row Advisors
California
$6K -$1.87K -32 -26%
23 24
25
26 27

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.