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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SGC
701
Slocum, Gordon & Co
Rhode Island
$15K +$14.6K +208 New
RTC
702
Riverview Trust Company
Washington
$14.7K
GGI
703
Godsey & Gibb Inc
Virginia
$14.4K
MFG
704
Mendota Financial Group
Wisconsin
$14.4K
MRCM
705
M&R Capital Management
New Jersey
$14.4K
WPA
706
West Paces Advisors
Georgia
$14.2K
PMFA
707
Plante Moran Financial Advisors
Michigan
$13.5K
SIS
708
Sound Income Strategies
Florida
$13.5K
HI
709
Harbour Investments
Wisconsin
$12.4K +$983 +14 +9%
FCAG
710
First Capital Advisors Group
New Jersey
$12.1K +$11.8K +168 New
SFG
711
Steward Financial Group
Texas
$12K +$11.9K +170 New
KHC
712
Koesten Hirschmann & Crabtree
Kansas
$11.5K
FDCC
713
Foster Dykema Cabot & Co
Massachusetts
$11K
AIC
714
Archer Investment Corporation
Indiana
$10.8K +$10.5K +150 New
BWA
715
BDO Wealth Advisors
Florida
$10.5K +$2.46K +35 +32%
GKIM
716
GW&K Investment Management
Massachusetts
$10K +$9.48K +135 New
Fuller & Thaler Asset Management
717
Fuller & Thaler Asset Management
California
$9.36K
CIA
718
Cape Investment Advisory
Georgia
$9.22K
ACA
719
Atlas Capital Advisors
Wyoming
$8.35K
CHA
720
Carmichael Hill & Associates
Maryland
$7.71K
CBT
721
CoreFirst Bank & Trust
Kansas
$7.2K
HCM
722
Hollencrest Capital Management
California
$7.13K -$351 -5 -5%
RFG
723
RFP Financial Group
Georgia
$7.06K
WTA
724
Washington Trust Advisors
Massachusetts
$6.77K -$4.99K -71 -43%
SFM
725
Systematic Financial Management
New Jersey
$6.48K

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.