We are live on ! Find out more
HIG icon

Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
651
Central Trust Company
Missouri
$58K -$2.46K -35 -4%
AAG
652
Armstrong Advisory Group
Massachusetts
$57.4K
BTI
653
Blue Trust Inc
Georgia
$57K -$229K -3,262 -80%
PWMG
654
Prestige Wealth Management Group
New Jersey
$53K -$1.9K -27 -4%
CA
655
Clearstead Advisors
Ohio
$51.9K +$21.1K +300 +71%
SCA
656
Stonebridge Capital Advisors
Minnesota
$49.2K
TSW
657
Thompson Siegel & Walmsley
Virginia
$48K
WIM
658
Westside Investment Management
California
$45.9K
TFA
659
Toth Financial Advisory
Virginia
$45.7K -$30.5K -435 -41%
SAM
660
S.A. Mason
Michigan
$45K
PB
661
Pinnacle Bancorp
Nebraska
$44.4K
Capstone Investment Advisors
662
Capstone Investment Advisors
New York
$41.1K -$70 -1 -0.2%
TSWM
663
Tyler-Stone Wealth Management
Ohio
$40K +$38.7K +551 New
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$37.8K +$14.3K +204 +64%
KI
665
Kapitalo Investimentos
Brazil
$37.6K -$110K -1,566 -75%
PFBT
666
Parkside Financial Bank & Trust
Missouri
$37K +$2.53K +36 +8%
BFEC
667
Benjamin F. Edwards & Company
Missouri
$37K +$16.9K +240 +86%
SWA
668
Sutton Wealth Advisors
Florida
$36.5K
HBW
669
Hazlett, Burt & Watson
West Virginia
$36K
GI
670
Gradient Investments
Minnesota
$31.7K
First Manhattan
671
First Manhattan
New York
$31.7K
SSG
672
Summit Securities Group
New York
$29K -$15K -214 -35%
RCM
673
Raleigh Capital Management
North Carolina
$28.8K +$2.67K +38 +10%
AS
674
AM Squared
Hong Kong
$28.8K -$49.2K -700 -64%
CB
675
CNB Bank
Pennsylvania
$28.8K

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.