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Hartford Financial Services

729 hedge funds and large institutions have $21.6B invested in Hartford Financial Services in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 272 increasing their positions, 243 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $104M | Put options by funds: $65.1M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 243

2% more funds holding

Funds holding: 714729 (+15)

2% more capital invested

Capital invested by funds: $21.2B → $21.6B (+$413M)

0.57% more ownership

Funds ownership: 90.47%91.04% (+0.57%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
729
Holders Change
+15
Holders Change %
+2.1%
% of All Funds
11.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
82
Increased
272
Reduced
243
Closed
58
Calls
$104M
Puts
$65.1M
Net Calls
+$38.5M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
676
Money Concepts Capital
Florida
$14K +$13.4K +190 New
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$13K
Loomis, Sayles & Company
678
Loomis, Sayles & Company
Massachusetts
$13K +$13K +185 New
CFO
679
CVA Family Office
Colorado
$11K -$5.64K -80 -34%
CJL
680
Cyrus J. Lawrence
New York
$11K +$10.6K +150 New
SSG
681
Summit Securities Group
New York
$10K -$275K -3,899 -97%
UFF
682
USA Financial Formulas
Michigan
$10K -$80.4K -1,140 -89%
KA
683
Kozak & Associates
Colorado
$9K
DHGWA
684
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$7.05K +100 +455%
ZIG
685
Zullo Investment Group
Pennsylvania
$8K -$1.62K -23 -18%
CHA
686
Carmichael Hill & Associates
Maryland
$8K
BWA
687
BDO Wealth Advisors
Florida
$8K +$3.53K +50 +82%
VRM
688
Vectors Research Management
New York
$7K
MCM
689
MV Capital Management
Maryland
$7K +$282 +4 +4%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$7K +$705 +10 +11%
SFM
691
Systematic Financial Management
New Jersey
$6K
TWM
692
Tradition Wealth Management
Minnesota
$6K +$5.71K +81 New
CI
693
Cordant Inc
Oregon
$6K +$6.28K +89 New
RCM
694
Raleigh Capital Management
North Carolina
$6K +$6.35K +90 New
BCWM
695
Bartlett & Co Wealth Management
Ohio
$5.42K +$5.29K +75 New
LF
696
Lee Financial
Texas
$5K +$1.9K +27 +75%
BC
697
Bartlett & Co
Ohio
$5K +$5.29K +75 New
ACA
698
Atlas Capital Advisors
Wyoming
$4.74K +$3.24K +46 +230%
ECM
699
Estabrook Capital Management
New York
$4.02K
LPWM
700
Lake Point Wealth Management
Texas
$4K

HIG Hedge Fund Activity: Q1 2022 in Review

729 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2022, worth a combined $21.6B — up 1.9% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HIG positions and 58 closed out — a net gain of 24 holders — while 272 added to existing stakes and 243 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $87.7M. The largest seller was First Trust Advisors, cutting an estimated $156M.

  • 729 institutional investors held Hartford Financial Services (HIG) as of Q1 2022, up from 714 in Q4 2021.
  • Funds reported $21.6B of Hartford Financial Services stock for Q1 2022, up 1.9% quarter-over-quarter.
  • 82 funds opened new Hartford Financial Services positions in Q1 2022 and 58 closed out, a net change of +24 holders.
  • The largest Hartford Financial Services buyer in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $87.7M added.
  • The largest Hartford Financial Services seller in Q1 2022 was First Trust Advisors, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2022.