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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
676
Virtus Investment Advisers
Connecticut
$253K -$12.8K -128 -5%
PI
677
PFG Investments
New York
$251K +$15.1K +150 +6%
FRA
678
Frank Rimerman Advisors
California
$248K +$241K +2,403 +3,755%
ILI
679
Invesco LLC (Illinois)
Illinois
$247K
CPIG
680
Chicago Partners Investment Group
Illinois
$245K -$1.61K -16 -0.7%
AIS
681
American Investment Services
Massachusetts
$244K
COCM
682
Charter Oak Capital Management
New Hampshire
$243K -$5.02K -50 -2%
DA
683
Denali Advisors
California
$243K +$191K +1,904 +375%
FHA
684
First Horizon Advisors
Tennessee
$242K -$9.13K -91 -4%
BIG
685
Brooklyn Investment Group
New York
$241K
CCG
686
Catalina Capital Group
California
$240K +$5.92K +59 +3%
GVAG
687
Great Valley Advisor Group
Delaware
$238K -$74.6K -743 -24%
VP
688
Verum Partners
North Carolina
$238K +$803 +8 +0.3%
HCMG
689
Howard Capital Management Group
California
$234K +$301 +3 +0.1%
SCM
690
Spreng Capital Management
Ohio
$234K
WANY
691
Wealthspire Advisors (New York)
New York
$233K -$17.3K -172 -7%
CCA
692
Checchi Capital Advisers
California
$233K -$21.3K -212 -8%
BW
693
Bison Wealth
Georgia
$232K
WPW
694
Waldron Private Wealth
Pennsylvania
$232K +$1.1K +11 +0.5%
CFGS
695
Concourse Financial Group Securities
Alabama
$232K -$419K -4,177 -65%
HFM
696
Hartford Financial Management
Connecticut
$232K -$21.4K -213 -8%
CFG
697
Cooper Financial Group
California
$231K +$231K +2,300 New
DWM
698
Drive Wealth Management
Utah
$231K +$7.73K +77 +3%
PP
699
PDS Planning
Ohio
$230K +$2.01K +20 +0.9%
SPC
700
Sigma Planning Corp
Michigan
$228K -$1.51K -15 -0.7%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.