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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Cidel Asset Management
Ontario, Canada
$305K
DDPIC
627
Deroy & Devereaux Private Investment Counsel
Michigan
$302K
HIMC
628
Heritage Investors Management Corp
Maryland
$302K
GA
629
Goldstein Advisors
Wisconsin
$302K
RA
630
Ransom Advisory
Rhode Island
$302K
DC
631
Davenport & Co
Virginia
$300K +$56.2K +560 +23%
RPC
632
Rossmore Private Capital
Connecticut
$299K
SWM
633
Spire Wealth Management
Virginia
$298K +$87.1K +868 +41%
VIM
634
Vista Investment Management
Pennsylvania
$296K -$20.6K -205 -6%
NP
635
NorthRock Partners
Minnesota
$296K +$33.2K +331 +13%
BHBT
636
Burke & Herbert Bank & Trust
Virginia
$296K +$296K +2,945 New
NWWA
637
New Wave Wealth Advisors
Arkansas
$292K +$292K +2,905 New
SGI
638
Summit Global Investments
Utah
$292K -$675K -6,729 -70%
HAG
639
HighPoint Advisor Group
Illinois
$292K -$4.82K -48 -2%
UAS
640
United Asset Strategies
New York
$291K -$3.21K -32 -1%
FFA
641
Farther Finance Advisors
California
$291K +$153K +1,526 +110%
ACA
642
Atlas Capital Advisors
Wyoming
$289K +$277K +2,762 +2,381%
MA
643
MCF Advisors
Kentucky
$289K -$34.6K -345 -11%
IWA
644
IVC Wealth Advisors
Pennsylvania
$288K +$401 +4 +0.1%
KIG
645
Kowal Investment Group
Wisconsin
$286K +$42.3K +421 +17%
NI
646
NDVR Inc
Massachusetts
$283K -$9.94K -99 -3%
SWM
647
SeaCrest Wealth Management
New York
$278K +$9.54K +95 +4%
HPA
648
High Probability Advisors
New York
$276K
BSG
649
Black Swift Group
Colorado
$276K +$276K +2,750 New
PFS
650
Prospera Financial Services
Texas
$275K +$14.1K +140 +5%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.