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Hartford Financial Services

669 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 275 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $117M | Put options by funds: $94.7M

2.63% less ownership

Funds ownership: 92.25%89.62% (-2.6%)

5% less funds holding

Funds holding: 706669 (-37)

10% less capital invested

Capital invested by funds: $22B → $19.8B (-$2.2B)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 275

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
669
Holders Change
-37
Holders Change %
-5.24%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
75
Increased
205
Reduced
275
Closed
103
Calls
$117M
Puts
$94.7M
Net Calls
+$22M
Net Calls Change
-$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
601
TCI Wealth Advisors
Arizona
$19K +$8.78K +134 +79%
PCA
602
Providence Capital Advisors
North Carolina
$19K +$20.4K +312 New
FFG
603
Ford Financial Group
California
$18K +$19.7K +300 New
TAIM
604
TD Ameritrade Investment Management
Nebraska
$17K -$2.49K -38 -12%
HR
605
Howe & Rusling
New York
$17K -$2.23K -34 -11%
ADL
606
Asset Dedication LLC
California
$17K
EW
607
Evoke Wealth
California
$16K -$590 -9 -3%
BFEC
608
Benjamin F. Edwards & Company
Missouri
$16K
LWM
609
Liberty Wealth Management
California
$16K
PMFA
610
Plante Moran Financial Advisors
Michigan
$16K
ZB
611
Zions Bancorporation
Utah
$16K +$590 +9 +4%
LCM
612
Logan Capital Management
Pennsylvania
$15K
OC
613
Oakworth Capital
Alabama
$15K
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
GAM
615
Gemmer Asset Management
California
$15K +$590 +9 +4%
GWS
616
Glassman Wealth Services
Virginia
$15K +$1.77K +27 +13%
CFO
617
CVA Family Office
Colorado
$15K +$9.5K +145 +153%
CHC
618
City Holding Co
West Virginia
$14K
TIM
619
Tortoise Investment Management
New York
$14K +$15.1K +230 New
BWP
620
Baldwin Wealth Partners
Massachusetts
$13K
EARNEST Partners
621
EARNEST Partners
Georgia
$13K
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
MA
623
MCF Advisors
Kentucky
$12K -$917 -14 -7%
JCM
624
Jacobi Capital Management
Pennsylvania
$12K
MRCM
625
M&R Capital Management
New Jersey
$12K

HIG Hedge Fund Activity: Q2 2021 in Review

669 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2021, worth a combined $19.8B — down 10% from $22B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of HIG and 75 opened new positions — a net loss of 28 holders — while 275 trimmed existing stakes and 205 added.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Franklin Resources, cutting an estimated $235M.

  • 669 institutional investors held Hartford Financial Services (HIG) as of Q2 2021, down from 706 in Q1 2021.
  • Funds reported $19.8B of Hartford Financial Services stock for Q2 2021, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2021 and 103 closed out, a net change of -28 holders.
  • The largest Hartford Financial Services buyer in Q2 2021 was Fidelity Investments, an estimated $249M added.
  • The largest Hartford Financial Services seller in Q2 2021 was Franklin Resources, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2021.