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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
676
Blue Trust Inc
Georgia
$160K +$23.3K +310 +16%
WBC
677
Westpac Banking Corp
Australia
$152K -$679K -9,009 -83%
ADL
678
Asset Dedication LLC
California
$148K -$12.3K -163 -8%
UFF
679
USA Financial Formulas
Michigan
$140K +$127K +1,686 +2,958%
T
680
TOBAM
France
$138K +$130K +1,723 New
HCM
681
Highlander Capital Management
New Jersey
$134K
SIM
682
Sentry Investment Management
Wisconsin
$129K -$13K -172 -10%
QC
683
Quent Capital
New York
$128K +$24.9K +331 +26%
PS
684
Planned Solutions
California
$121K +$113K +1,500 New
Fuller & Thaler Asset Management
685
Fuller & Thaler Asset Management
California
$119K +$101K +1,345 +1,035%
GRP
686
Global Retirement Partners
California
$117K -$12.7K -169 -11%
MCM
687
MV Capital Management
Maryland
$114K +$8.74K +116 +9%
DAM
688
Delta Asset Management
Tennessee
$113K
GWS
689
Glassman Wealth Services
Virginia
$111K
AAG
690
Armstrong Advisory Group
Massachusetts
$111K
FFA
691
Farther Finance Advisors
California
$108K +$7.98K +106 +9%
BGAI
692
Bruce G. Allen Investments
Colorado
$108K +$101K +1,344 New
CT
693
Caldwell Trust
Florida
$106K -$7.68K -102 -7%
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
JWA
695
JFS Wealth Advisors
Pennsylvania
$101K +$1.05K +14 +1%
AA
696
Ancora Advisors
Ohio
$100K
NECFA
697
New England Capital Financial Advisors
Connecticut
$100K -$7.83K -104 -8%
AA
698
Alta Advisers
United Kingdom
$88.4K
TFA
699
Transamerica Financial Advisors
Florida
$88K -$15K -199 -15%
RCM
700
Raleigh Capital Management
North Carolina
$84.4K +$34.4K +457 +77%

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.