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Hartford Financial Services

738 hedge funds and large institutions have $19.2B invested in Hartford Financial Services in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 268 increasing their positions, 255 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 729738 (+9)

6% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $71.3M

5% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 255

1.82% less ownership

Funds ownership: 91.04%89.22% (-1.8%)

11% less capital invested

Capital invested by funds: $21.6B → $19.2B (-$2.39B)

Holders
738
Holders Change
+9
Holders Change %
+1.23%
% of All Funds
12.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
79
Increased
268
Reduced
255
Closed
58
Calls
$75.3M
Puts
$71.3M
Net Calls
+$3.98M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
701
Coston McIsaac & Partners
Maine
$5K +$5.75K +82 New
BCWM
702
Bartlett & Co Wealth Management
Ohio
$4.94K
MCC
703
Money Concepts Capital
Florida
$4K -$8.76K -125 -66%
DI
704
Disciplined Investments
Oklahoma
$4K +$701 +10 +23%
CTC
705
Central Trust Company
Missouri
$4K +$4.77K +68 New
SFG
706
Steward Financial Group
Texas
$4K +$4.98K +71 New
ECM
707
Estabrook Capital Management
New York
$3.66K
KFI
708
Key Financial Inc
Pennsylvania
$3K -$92.9K -1,325 -96%
LPWM
709
Lake Point Wealth Management
Texas
$3K
SC
710
Sierra Capital
Florida
$3K
VCM
711
Versant Capital Management
Arizona
$3K
WB
712
Webster Bank
Connecticut
$3K
TCOV
713
Trust Company of Vermont
Vermont
$3K +$2.8K +40 New
APW
714
Acima Private Wealth
Virginia
$2.75K
FMP
715
Financial Management Professionals
Texas
$2K
JFA
716
JNBA Financial Advisors
Minnesota
$2K
RMC
717
Resources Management Corp
Connecticut
$2K +$1.96K +28 New
AA
718
Ancora Advisors
Ohio
$2K +$2.31K +33 New
BPC
719
Banque Pictet & Cie
Switzerland
$1.96K +$2.1M +29,914 New
MFT
720
Moisand Fitzgerald Tamayo
Florida
$1K -$1.12K -16 -55%
AIP
721
Ahrens Investment Partners
Louisiana
$1K
AWM
722
AllSquare Wealth Management
New York
$1K
APC
723
Aspire Private Capital
North Carolina
$1K
BWM
724
BerganKDV Wealth Management
Minnesota
$1K
GWMIA
725
Global Wealth Management Investment Advisory
Florida
$1K

HIG Hedge Fund Activity: Q2 2022 in Review

738 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2022, worth a combined $19.2B — down 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HIG positions and 58 closed out — a net gain of 21 holders — while 268 added to existing stakes and 255 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $101M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 738 institutional investors held Hartford Financial Services (HIG) as of Q2 2022, up from 729 in Q1 2022.
  • Funds reported $19.2B of Hartford Financial Services stock for Q2 2022, down 11% quarter-over-quarter.
  • 79 funds opened new Hartford Financial Services positions in Q2 2022 and 58 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2022 was JP Morgan Chase, an estimated $101M added.
  • The largest Hartford Financial Services seller in Q2 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2022.