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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
626
Central Trust Company
Missouri
-$427K -9,618 Closed
1GA
627
1st Global Advisors
Texas
-$419K -9,434 Closed
CEP
628
Chicago Equity Partners
Illinois
-$402K -9,060 Closed
FA
629
FDx Advisors
Illinois
-$401K -9,028 Closed
FMWA
630
Forvis Mazars Wealth Advisors
Missouri
-$386K -8,689 Closed
Lido Advisors
631
Lido Advisors
California
-$382K -8,609 Closed
CC
632
Courier Capital
New York
-$359K -8,079 Closed
AIA
633
Affinity Investment Advisors
California
-$352K -7,940 Closed
PL
634
Parkwood LLC
Ohio
-$282K -6,344 Closed
ECM
635
ETrade Capital Management
Virginia
-$281K -6,329 Closed
AIM
636
Artemis Investment Management
United Kingdom
-$273K -6,139 Closed
KCM
637
Karp Capital Management
California
-$235K -5,300 Closed
YIA
638
YHB Investment Advisors
Connecticut
-$230K -5,193 Closed
HIS
639
Horizon Investment Services
Indiana
-$227K -5,118 Closed
PI
640
PineBridge Investments
New York
-$219K -4,921 Closed
BG
641
Bahl & Gaynor
Ohio
-$213K -4,802 Closed
GAM
642
Gotham Asset Management
New York
-$207K -4,665 Closed
MHC
643
Meyer Handelman Company
New York
-$204K -4,600 Closed
SFFS
644
Stonehage Fleming Financial Services
Jersey
-$204K -4,600 Closed
CCA
645
Checchi Capital Advisers
California
-$170K -3,829 Closed
Northwestern Mutual Wealth Management
646
Northwestern Mutual Wealth Management
Wisconsin
-$124K -2,794 Closed
EA
647
Euclid Advisors
Connecticut
-$120K -2,700 Closed
PAIA
648
Park Avenue Institutional Advisers
New York
-$111K -2,506 Closed
SIG
649
Schooner Investment Group
Pennsylvania
-$111K -2,500 Closed
Group One Trading
650
Group One Trading
Illinois
-$86K -2,056 Closed

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.