We are live on ! Find out more
HIG icon

Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$276K +$110K +1,200 +81%
SWM
652
SeaCrest Wealth Management
New York
$275K -$186K -2,034 -43%
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$274K +$244K +2,664 New
SC
654
Syon Capital
California
$274K -$232K -2,534 -49%
ACP
655
Aveo Capital Partners
Colorado
$273K -$24.4K -266 -9%
VIA
656
Virtus Investment Advisers
Connecticut
$272K
NP
657
NorthRock Partners
Minnesota
$270K +$239K +2,605 New
HAG
658
HighPoint Advisor Group
Illinois
$268K -$1.01K -11 -0.4%
MC
659
McCarthy & Cox
Ohio
$268K +$238K +2,600 New
PBO
660
Peoples Bank (Ohio)
Ohio
$268K -$3.67K -40 -2%
PFS
661
Prospera Financial Services
Texas
$267K -$3.58K -39 -1%
GWWM
662
Great Waters Wealth Management
Minnesota
$267K +$367 +4 +0.2%
GA
663
Geller Advisors
New York
$266K -$183 -2 -0.1%
GHA
664
GW Henssler & Associates
Georgia
$266K -$1.38K -15 -0.6%
WF
665
Wayfinding Financial
Washington
$265K +$17K +185 +7%
CCA
666
Checchi Capital Advisers
California
$260K -$3.67K -40 -2%
TAM
667
Tocqueville Asset Management
New York
$260K +$232K +2,526 New
PMSA
668
Patrick M. Sweeney & Associates
Illinois
$260K -$4.58K -50 -2%
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$259K -$642 -7 -0.3%
HFM
670
Hartford Financial Management
Connecticut
$259K
PA
671
Pinnacle Associates
New York
$259K +$230K +2,510 New
FHA
672
First Horizon Advisors
Tennessee
$258K +$1.01K +11 +0.4%
BAM
673
Bayview Asset Management
Florida
$258K +$229K +2,500 New
SWP
674
Stratos Wealth Partners
Ohio
$257K -$5.5K -60 -2%
IAN
675
Integrated Advisors Network
Texas
$257K +$228K +2,490 New

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.