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Hartford Financial Services

774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 264

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.2% more ownership

Funds ownership: 90.66%90.87% (+0.2%)

2% less funds holding

Funds holding: 787774 (-13)

9% less capital invested

Capital invested by funds: $21.7B → $19.8B (-$1.91B)

45% less call options, than puts

Call options by funds: $73.2M | Put options by funds: $133M

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
288
Reduced
264
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
676
Jones Financial Companies
Missouri
$26.1K +$15.2K +205 +121%
TWC
677
TD Waterhouse Canada
Ontario, Canada
$26K +$24.9K +335 New
RCM
678
Raleigh Capital Management
North Carolina
$25.2K +$11.3K +152 +72%
ST
679
Smithfield Trust
Pennsylvania
$25K
SCA
680
Stuart Chaussee & Associates
California
$23.7K
CFO
681
CVA Family Office
Colorado
$23.3K +$1.11K +15 +5%
WP
682
WealthPLAN Partners
Nebraska
$23.2K +$24.7K +333 New
HWA
683
Heritage Wealth Advisors
Virginia
$22.6K -$16.1K -217 -40%
GWS
684
Glassman Wealth Services
Virginia
$22.4K +$74 +1 +0.3%
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$10.8K +145 +82%
TCOV
686
Trust Company of Vermont
Vermont
$22.3K +$11.1K +150 +88%
BIA
687
Bell Investment Advisors
California
$22.1K +$520 +7 +2%
PCA
688
Providence Capital Advisors
North Carolina
$21.7K
FCMT
689
Founders Capital Management (Texas)
Texas
$21K
FCB
690
First Command Bank
Texas
$20.9K
FCFS
691
First Command Financial Services
Texas
$20.9K
NF
692
Norwood Financial
Pennsylvania
$20.9K
BC
693
Barrett & Company
Rhode Island
$20.4K
CA
694
Crewe Advisors
Utah
$20.2K -$891 -12 -4%
BFEC
695
Benjamin F. Edwards & Company
Missouri
$20K -$5.27K -71 -20%
TFM
696
TFC Financial Management
Massachusetts
$19.5K +$20.8K +280 New
WTC
697
WhitTier Trust Company
Nevada
$18.7K
WFA
698
West Financial Advisors
Iowa
$17.2K
OC
699
Oakworth Capital
Alabama
$16.7K
FMII
700
Farmers & Merchants Investments Inc
Nebraska
$15.9K

HIG Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.

  • 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
  • The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2023.