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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
BA
651
Bluesphere Advisors
Pennsylvania
$272K
SC
652
Syon Capital
California
$272K +$4.32K +43 +2%
WF
653
Wayfinding Financial
Washington
$270K +$1.71K +17 +0.6%
SCA
654
Snowden Capital Advisors
New York
$268K -$21.7K -216 -8%
APP
655
Avantax Planning Partners
Iowa
$268K -$19.8K -197 -7%
YIA
656
YHB Investment Advisors
Connecticut
$266K -$9.84K -98 -4%
EWA
657
EverSource Wealth Advisors
Alabama
$266K +$193K +1,927 +407%
CW
658
CreativeOne Wealth
Kansas
$266K -$5.12K -51 -2%
Kovitz Investment Group Partners
659
Kovitz Investment Group Partners
Illinois
$266K +$265K +2,638 New
SIC
660
Sterling Investment Counsel
New York
$265K -$29.1K -290 -10%
SF
661
Summit Financial
New Jersey
$264K -$19.7K -196 -7%
MC
662
McCarthy & Cox
Ohio
$261K
PBO
663
Peoples Bank (Ohio)
Ohio
$261K
GWWM
664
Great Waters Wealth Management
Minnesota
$261K +$301 +3 +0.1%
AIA
665
Affinity Investment Advisors
California
$260K -$41.4K -412 -14%
GA
666
Geller Advisors
New York
$260K -$201 -2 -0.1%
BFM
667
Boothbay Fund Management
New York
$259K +$259K +2,581 New
ONB
668
Old National Bancorp
Indiana
$257K +$256K +2,553 New
KPWS
669
Kestra Private Wealth Services
Texas
$256K +$6.72K +67 +3%
GHA
670
GW Henssler & Associates
Georgia
$255K -$4.42K -44 -2%
MSWM
671
McGlone Suttner Wealth Management
Wisconsin
$254K -$121K -1,203 -28%
PMSA
672
Patrick M. Sweeney & Associates
Illinois
$254K
EWA
673
EP Wealth Advisors
California
$253K +$253K +2,519 New
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$253K
PA
675
Pinnacle Associates
New York
$253K +$803 +8 +0.3%

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.