Hartford Financial Services
611 hedge funds and large institutions have $16.2B invested in Hartford Financial Services in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 196 increasing their positions, 267 reducing their positions, and 74 closing their positions.
3.19% more ownership
Funds ownership: 87.75% → 90.94% (+3.2%)
4% more capital invested
Capital invested by funds: $15.5B → $16.2B (+$651M)
3% less funds holding
Funds holding: 632 → 611 (-21)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
22% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 74
27% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 267
61% less call options, than puts
Call options by funds: $69.8M | Put options by funds: $177M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$189M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$125M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$121M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$86.1M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$65.6M |
| 2 |
Morgan Stanley
New York
|
-$58.8M |
| 3 |
Millennium Management
New York
|
-$50.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$48.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$45.6M |
HIG Hedge Fund Activity: Q1 2016 in Review
611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2016, worth a combined $16.2B — up 4.2% from $15.5B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of HIG and 58 opened new positions — a net loss of 16 holders — while 267 trimmed existing stakes and 196 added.
The largest buyer was Royal London Asset Management, adding an estimated $189M. The largest seller was ClearBridge LLC (Maryland), exiting entirely with an estimated $65.6M sold.
- 611 institutional investors held Hartford Financial Services (HIG) as of Q1 2016, down from 632 in Q4 2015.
- Funds reported $16.2B of Hartford Financial Services stock for Q1 2016, up 4.2% quarter-over-quarter.
- 58 funds opened new Hartford Financial Services positions in Q1 2016 and 74 closed out, a net change of -16 holders.
- The largest Hartford Financial Services buyer in Q1 2016 was Royal London Asset Management, an estimated $189M added.
- The largest Hartford Financial Services seller in Q1 2016 was ClearBridge LLC (Maryland), an estimated $65.6M sold.
Based on aggregated 13F filings for Q1 2016.