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Hartford Financial Services

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: 646652 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
626
Sonora Investment Management
Arizona
$6K
SIAP
627
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
THWM
628
Taylor Hoffman Wealth Management
Virginia
$6K
BWM
629
Baystate Wealth Management
Massachusetts
$6K +$59 +1 +1%
CI
630
CX Institutional
Indiana
$6K +$468 +8 +8%
MCM
631
MV Capital Management
Maryland
$5K
WCG
632
Weaver Consulting Group
California
$5K
VCM
633
Versant Capital Management
Arizona
$4K
GWAG
634
Garrett Wealth Advisory Group
Texas
$3.21K +$3.1K +53 New
CIR
635
Clear Investment Research
Georgia
$3K
GT
636
Glenmede Trust
Pennsylvania
$2.62K -$31.1K -532 -1%
APW
637
Acima Private Wealth
Virginia
$2K
CMBA
638
C.M. Bidwell & Associates
Hawaii
$2K
OAM
639
Oppenheimer Asset Management
New York
$2K
JCM
640
Julex Capital Management
Massachusetts
$2K +$468 +8 +40%
BAMG
641
Brand Asset Management Group
Missouri
$2K +$1.46K +25 New
WWM
642
Willingdon Wealth Management
North Carolina
$2K +$1.52K +26 New
BWM
643
BerganKDV Wealth Management
Minnesota
$1K
FPFS
644
First Personal Financial Services
North Carolina
$1K
LFG
645
Larson Financial Group
Missouri
$1K
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$1K +$585 +10 New
GI
647
Gradient Investments
Minnesota
$1K +$644 +11 New
UB
648
UMB Bank
Missouri
$839 -$2.63K -45 -0.3%
AA
649
Advisory Alpha
Michigan
$813 +$819 +14 New
BS
650
Banco Santander
Spain
-$27.7M -497,880 Closed

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.