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Hartford Financial Services
HIG

607 hedge funds and large institutions have $14.5B invested in Hartford Financial Services in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $21.9M

1.6% more ownership

Funds ownership: 90.59% → 92.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

6% less funds holding

Funds holding: 644 → 607 (-37)

10% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.68B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

30% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 107

Holders
607
Holders Change
-37
Holders Change %
-5.75%
% of All Funds
13.52%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
75
Increased
196
Reduced
223
Closed
107
Calls
$62.8M
Puts
$21.9M
Net Calls
+$40.9M
Net Calls Change
+$55.5M

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$130M
2
TCIM
TIAA CREF Investment Management
New York
+$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
4
DZ Bank
DZ Bank
Germany
+$91.5M
5
Invesco
Invesco
Georgia
+$72.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$77.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$76.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$70.1M
4
YCMGA
York Capital Management Global Advisors
New York
-$68M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
701
Prime Capital Investment Advisors
Kansas
– -$20K -400 Closed
WSTAM
702
Wilbanks Smith & Thomas Asset Management
Virginia
– -$18K -363 Closed
KJWM
703
Kiley Juergens Wealth Management
Washington
– -$14K -289 Closed
FPFS
704
First Personal Financial Services
North Carolina
– -$12K -250 Closed
AIL
705
AGF Investments LLC
Ontario, Canada
– -$11K -214 Closed
TPWA
706
TRUE Private Wealth Advisors
Oregon
– -$9.55K -190 Closed
TRCT
707
Tower Research Capital (TRC)
New York
– -$7K -144 Closed
MWM
708
MinichMacGregor Wealth Management
New York
– -$6K -135 Closed
SCM
709
Southport Capital Management
Tennessee
– -$5K -100 Closed
BA
710
Ballew Advisors
Mississippi
– -$2K -41 Closed
CAG
711
Csenge Advisory Group
Florida
– -$1K -27 Closed
DWM
712
Destination Wealth Management
California
– -$1K -27 Closed
FHA
713
Flagship Harbor Advisors
Massachusetts
– -$540 -12 Closed
25 26 27 28
29

HIG Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2018, worth a combined $14.5B — down 10% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of HIG and 75 opened new positions — a net loss of 32 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was AJO LP, adding an estimated $130M. The largest seller was Bank of New York Mellon, cutting an estimated $77.5M.

  • 607 institutional investors held Hartford Financial Services (HIG) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $14.5B of Hartford Financial Services stock for Q4 2018, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q4 2018 and 107 closed out, a net change of -32 holders.
  • The largest Hartford Financial Services buyer in Q4 2018 was AJO LP, an estimated $130M added.
  • The largest Hartford Financial Services seller in Q4 2018 was Bank of New York Mellon, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2018.