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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
701
Barrett & Company
Rhode Island
$22.2K
LS
702
Leelyn Smith
Illinois
$21.2K -$45.4K -630 -69%
WTC
703
WhitTier Trust Company
Nevada
$20.4K -$504 -7 -3%
WFA
704
West Financial Advisors
Iowa
$18.7K
OC
705
Oakworth Capital
Alabama
$18.2K
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$17.3K
CHC
707
City Holding Co
West Virginia
$16.8K
TCM
708
Tradewinds Capital Management
Washington
$16.7K +$15.8K +220 New
BBHC
709
Brown Brothers Harriman & Co
New York
$16.6K
EARNEST Partners
710
EARNEST Partners
Georgia
$16.5K
RCM
711
Raleigh Capital Management
North Carolina
$15.9K +$4.75K +66 +46%
MRCM
712
M&R Capital Management
New Jersey
$15.2K
SN
713
Sittner & Nelson
Oregon
$15.2K
GGI
714
Godsey & Gibb Inc
Virginia
$15.2K +$14.4K +200 New
MFG
715
Mendota Financial Group
Wisconsin
$15.2K +$14.4K +200 New
RTC
716
Riverview Trust Company
Washington
$15K
WPA
717
West Paces Advisors
Georgia
$14.9K
PMFA
718
Plante Moran Financial Advisors
Michigan
$14.3K
SIS
719
Sound Income Strategies
Florida
$14.3K
Jones Financial Companies
720
Jones Financial Companies
Missouri
$13K
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$13K +$432 +6 +4%
TCOV
722
Trust Company of Vermont
Vermont
$12.9K
MCC
723
Money Concepts Capital
Florida
$12.7K +$7.34K +102 +157%
WTA
724
Washington Trust Advisors
Massachusetts
$12.5K -$1.01K -14 -8%
ACA
725
Atlas Capital Advisors
Wyoming
$12.3K

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.