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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$256K -$17.8K -194 -7%
PCA
677
Pallas Capital Advisors
Massachusetts
$256K +$228K +2,486 New
KPWS
678
Kestra Private Wealth Services
Texas
$255K +$227K +2,475 New
COCM
679
Charter Oak Capital Management
New Hampshire
$254K +$226K +2,467 New
ILI
680
Invesco LLC (Illinois)
Illinois
$254K -$20.2K -220 -8%
PCMC
681
Paragon Capital Management (Colorado)
Colorado
$253K +$225K +2,456 New
Connor, Clark & Lunn Investment Management (CC&L)
682
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$250K +$223K +2,428 New
LA
683
Lifeworks Advisors
Michigan
$250K +$222K +2,424 New
KIG
684
Kowal Investment Group
Wisconsin
$250K +$222K +2,424 New
AIS
685
American Investment Services
Massachusetts
$250K +$222K +2,423 New
DC
686
Davenport & Co
Virginia
$250K +$222K +2,423 New
DWA
687
Delap Wealth Advisory
Oregon
$249K +$222K +2,419 New
Koshinski Asset Management
688
Koshinski Asset Management
Illinois
$249K +$221K +2,412 New
JC
689
JB Capital
Connecticut
$248K +$221K +2,407 New
Nomura Holdings
690
Nomura Holdings
Japan
$246K -$336K -3,669 -61%
BPC
691
Banque Pictet & Cie
Switzerland
$246K -$123K -1,339 -36%
EP
692
Edgestream Partners
New Jersey
$244K -$490K -5,344 -69%
VP
693
Verum Partners
North Carolina
$243K +$216K +2,361 New
CGL
694
Clarius Group LLC
Washington
$242K -$39.6K -432 -16%
PI
695
PFG Investments
New York
$241K +$215K +2,343 New
BIG
696
Brooklyn Investment Group
New York
$241K +$215K +2,350 New
AA
697
AlphaCentric Advisors
Puerto Rico
$240K -$28.1K -306 -12%
CCG
698
Catalina Capital Group
California
$240K +$213K +2,327 New
SCM
699
Spreng Capital Management
Ohio
$240K +$213K +2,325 New
HCMG
700
Howard Capital Management Group
California
$239K +$213K +2,324 New

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.