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Hartford Financial Services

738 hedge funds and large institutions have $19.2B invested in Hartford Financial Services in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 268 increasing their positions, 255 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 729738 (+9)

6% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $71.3M

5% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 255

1.82% less ownership

Funds ownership: 91.04%89.22% (-1.8%)

11% less capital invested

Capital invested by funds: $21.6B → $19.2B (-$2.39B)

Holders
738
Holders Change
+9
Holders Change %
+1.23%
% of All Funds
12.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
79
Increased
268
Reduced
255
Closed
58
Calls
$75.3M
Puts
$71.3M
Net Calls
+$3.98M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
626
EverSource Wealth Advisors
Alabama
$34K +$911 +13 +3%
Bank of Montreal
627
Bank of Montreal
Ontario, Canada
$33.5K +$15.3M +217,742 +76%
HBW
628
Hazlett, Burt & Watson
West Virginia
$33K
TWA
629
TCI Wealth Advisors
Arizona
$32K +$11.2K +160 +49%
TFS
630
TrustCore Financial Services
Tennessee
$30K +$32.6K +465 New
GRP
631
Global Retirement Partners
California
$29K +$561 +8 +2%
First Manhattan
632
First Manhattan
New York
$28K
CIBC Private Wealth Group
633
CIBC Private Wealth Group
Georgia
$27K -$19.9K -284 -41%
JWM
634
Janiczek Wealth Management
Colorado
$27K -$1.96K -28 -6%
CA
635
Clearstead Advisors
Ohio
$27K
PFBT
636
Parkside Financial Bank & Trust
Missouri
$27K +$1.96K +28 +7%
CB
637
CNB Bank
Pennsylvania
$26K
CAC
638
Core Alternative Capital
Georgia
$26K +$24.3K +346 +706%
SC
639
SouthState Corp
Florida
$25K +$25K +356 +1,369%
HI
640
Hudock Inc
Pennsylvania
$24K
ST
641
Smithfield Trust
Pennsylvania
$24K
NF
642
Norwood Financial
Pennsylvania
$23K
CA
643
Crewe Advisors
Utah
$23K +$24.9K +355 New
LSA
644
Leonteq Securities AG
Switzerland
$22.8K +$24.5K +349 New
NIM
645
NuWave Investment Management
New Jersey
$22K -$36.7K -523 -61%
SCA
646
Stuart Chaussee & Associates
California
$22K
GWS
647
Glassman Wealth Services
Virginia
$21K
PCA
648
Providence Capital Advisors
North Carolina
$21K
RTC
649
Riverview Trust Company
Washington
$21K
HFS
650
Heritage Financial Services
Massachusetts
$21K +$23.1K +330 New

HIG Hedge Fund Activity: Q2 2022 in Review

738 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2022, worth a combined $19.2B — down 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HIG positions and 58 closed out — a net gain of 21 holders — while 268 added to existing stakes and 255 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $101M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 738 institutional investors held Hartford Financial Services (HIG) as of Q2 2022, up from 729 in Q1 2022.
  • Funds reported $19.2B of Hartford Financial Services stock for Q2 2022, down 11% quarter-over-quarter.
  • 79 funds opened new Hartford Financial Services positions in Q2 2022 and 58 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2022 was JP Morgan Chase, an estimated $101M added.
  • The largest Hartford Financial Services seller in Q2 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2022.