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Hartford Financial Services

610 hedge funds and large institutions have $11.6B invested in Hartford Financial Services in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 196 increasing their positions, 248 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

0.77% more ownership

Funds ownership: 91.19%91.95% (+0.77%)

12% less funds holding

Funds holding: 697610 (-87)

14% less call options, than puts

Call options by funds: $51.4M | Put options by funds: $60M

21% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 248

42% less capital invested

Capital invested by funds: $20B → $11.6B (-$8.35B)

54% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 147

Holders
610
Holders Change
-87
Holders Change %
-12.48%
% of All Funds
13.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
68
Increased
196
Reduced
248
Closed
147
Calls
$51.4M
Puts
$60M
Net Calls
-$8.59M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
676
Tocqueville Asset Management
New York
-$279K -4,588 Closed
RVPG
677
Relative Value Partners Group
-$280K -4,586 Closed
JIR
678
James Investment Research
Ohio
-$277K -4,550 Closed
CAM
679
Cresset Asset Management
Illinois
-$276K -4,514 Closed
SWP
680
Stratos Wealth Partners
Ohio
-$274K -4,501 Closed
CCP
681
Corient Capital Partners
California
-$272K -4,478 Closed
Cerity Partners
682
Cerity Partners
New York
-$266K -4,382 Closed
MCM
683
MAI Capital Management
Ohio
-$265K -4,365 Closed
OC
684
Oppenheimer & Co
New York
-$262K -4,312 Closed
BTW
685
Boston Trust Walden
Massachusetts
-$262K -4,308 Closed
MML Investors Services
686
MML Investors Services
Massachusetts
-$260K -4,280 Closed
EI
687
Ethic Inc
New York
-$258K -4,248 Closed
MHC
688
Meyer Handelman Company
New York
-$255K -4,200 Closed
GT
689
Greenleaf Trust
Michigan
-$253K -4,162 Closed
CI
690
Conning Inc
Connecticut
-$253K -4,161 Closed
QCM
691
Quest Capital Management
Texas
-$249K -4,103 Closed
BP
692
Ballentine Partners
Massachusetts
-$246K -4,050 Closed
WS
693
Wedbush Securities
California
-$246K -4,048 Closed
SWM
694
Segment Wealth Management
Texas
-$243K -4,000 Closed
PP
695
PagnatoKarp Partners
Virginia
-$244K -3,997 Closed
CCIA
696
Campbell & Co Investment Adviser
Maryland
-$240K -3,953 Closed
HCM
697
HM Capital Management
Missouri
-$237K -3,900 Closed
LOAME
698
Lombard Odier Asset Management (Europe)
United Kingdom
-$236K -3,885 Closed
BBVA
699
Banco Bilbao Vizcaya Argentaria
Spain
-$231K -3,810 Closed
CCA
700
Checchi Capital Advisers
California
-$231K -3,804 Closed

HIG Hedge Fund Activity: Q1 2020 in Review

610 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2020, worth a combined $11.6B — down 42% from $20B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of HIG and 68 opened new positions — a net loss of 79 holders — while 248 trimmed existing stakes and 196 added.

The largest buyer was Norges Bank, adding an estimated $165M. The largest seller was Wellington Management Group, cutting an estimated $274M.

  • 610 institutional investors held Hartford Financial Services (HIG) as of Q1 2020, down from 697 in Q4 2019.
  • Funds reported $11.6B of Hartford Financial Services stock for Q1 2020, down 42% quarter-over-quarter.
  • 68 funds opened new Hartford Financial Services positions in Q1 2020 and 147 closed out, a net change of -79 holders.
  • The largest Hartford Financial Services buyer in Q1 2020 was Norges Bank, an estimated $165M added.
  • The largest Hartford Financial Services seller in Q1 2020 was Wellington Management Group, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.