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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
676
Heritage Wealth Advisors
Virginia
$41.1K
EWA
677
EverSource Wealth Advisors
Alabama
$39.2K -$8.35K -116 -18%
SWA
678
Sutton Wealth Advisors
Florida
$38.4K
HBW
679
Hazlett, Burt & Watson
West Virginia
$38K
PFBT
680
Parkside Financial Bank & Trust
Missouri
$33.6K +$2.59K +36 +9%
GI
681
Gradient Investments
Minnesota
$33.4K
TWA
682
TCI Wealth Advisors
Arizona
$33.1K -$360 -5 -1%
CA
683
Clearstead Advisors
Ohio
$31.8K
CB
684
CNB Bank
Pennsylvania
$30.3K
DFCM
685
Dark Forest Capital Management
Puerto Rico
$29K +$27.6K +383 New
LSA
686
Leonteq Securities AG
Switzerland
$28.8K -$21.6K -300 -44%
ST
687
Smithfield Trust
Pennsylvania
$28K
BFEC
688
Benjamin F. Edwards & Company
Missouri
$27K +$7.2K +100 +40%
SCA
689
Stuart Chaussee & Associates
California
$25.8K
GWS
690
Glassman Wealth Services
Virginia
$24.3K -$504 -7 -2%
CFO
691
CVA Family Office
Colorado
$24.3K -$4.32K -60 -16%
SSG
692
Summit Securities Group
New York
$24K +$23.2K +322 New
CG
693
Cutler Group
California
$24K +$23.6K +328 New
PCA
694
Providence Capital Advisors
North Carolina
$23.8K
BIA
695
Bell Investment Advisors
California
$23.5K +$3.6K +50 +19%
FCB
696
First Command Bank
Texas
$23K
FCFS
697
First Command Financial Services
Texas
$23K
FCMT
698
Founders Capital Management (Texas)
Texas
$23K
CA
699
Crewe Advisors
Utah
$22.9K -$3.96K -55 -15%
NF
700
Norwood Financial
Pennsylvania
$22.7K -$3.6K -50 -14%

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.