We are live on ! Find out more
HIG icon

Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
P
701
&Partners
Tennessee
$239K +$212K +2,317 New
WPW
702
Waldron Private Wealth
Pennsylvania
$236K +$210K +2,287 New
SPC
703
Sigma Planning Corp
Michigan
$235K +$209K +2,282 New
PP
704
PDS Planning
Ohio
$234K +$208K +2,272 New
BW
705
Bison Wealth
Georgia
$232K +$207K +2,255 New
SM
706
Salzhauer Michael
$231K +$206K +2,246 New
AF
707
Advisornet Financial
Minnesota
$230K +$917 +10 +0.4%
DWM
708
Drive Wealth Management
Utah
$229K +$203K +2,212 New
BTI
709
Blue Trust Inc
Georgia
$229K -$3.02K -33 -1%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$229K +$204K +2,221 New
EWM
711
Evercore Wealth Management
New York
$228K +$203K +2,213 New
HI
712
Humankind Investments
New York
$227K +$202K +2,200 New
WB
713
WesBanco Bank
West Virginia
$225K +$200K +2,183 New
SA
714
SpiderRock Advisors
Delaware
$223K +$206K +2,242 New
KFGK
715
Keystone Financial Group (Kentucky)
Kentucky
$223K +$199K +2,166 New
TAM
716
Trillium Asset Management
Massachusetts
$223K +$199K +2,167 New
CPIG
717
Chicago Partners Investment Group
Illinois
$221K +$203K +2,210 New
WAG
718
Winthrop Advisory Group
Massachusetts
$220K +$195K +2,126 New
MPM
719
MBB Public Markets
Illinois
$220K +$195K +2,131 New
NSIM
720
North Star Investment Management
Illinois
$218K
William Blair Investment Management
721
William Blair Investment Management
Illinois
$217K -$46.7K -509 -19%
SWM
722
Spire Wealth Management
Virginia
$216K -$15.7K -171 -8%
FCG
723
Fielder Capital Group
Tennessee
$214K +$190K +2,078 New
IP
724
Ignite Planners
California
$213K +$190K +2,075 New
MCM
725
MV Capital Management
Maryland
$210K +$56.8K +620 +44%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.