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Hartford Financial Services

1,008 hedge funds and large institutions have $31.1B invested in Hartford Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 348 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $60.4M

14% more capital invested

Capital invested by funds: $27.2B → $31.1B (+$3.92B)

9% more funds holding

Funds holding: 9261,008 (+82)

1% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 344

0.86% less ownership

Funds ownership: 91.54%90.68% (-0.86%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,008
Holders Change
+82
Holders Change %
+8.86%
% of All Funds
14.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
141
Increased
348
Reduced
344
Closed
53
Calls
$77.6M
Puts
$60.4M
Net Calls
+$17.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
701
Patrick M. Sweeney & Associates
Illinois
$297K
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$296K
VIA
703
Virtus Investment Advisers
Connecticut
$295K
CCG
704
Catalina Capital Group
California
$293K +$11.2K +102 +4%
FRA
705
Frank Rimerman Advisors
California
$292K +$1.32K +12 +0.5%
FHA
706
First Horizon Advisors
Tennessee
$291K +$6.8K +62 +3%
IAN
707
Integrated Advisors Network
Texas
$290K -$86.2K -786 -24%
ILI
708
Invesco LLC (Illinois)
Illinois
$289K
EWA
709
EverSource Wealth Advisors
Alabama
$288K +$5.59K +51 +2%
BIG
710
Brooklyn Investment Group
New York
$287K +$10.3K +94 +4%
HAG
711
HighPoint Advisor Group
Illinois
$286K -$1.32K -12 -0.5%
SWP
712
Stratos Wealth Partners
Ohio
$286K +$20.9K +191 +9%
COCM
713
Charter Oak Capital Management
New Hampshire
$285K +$767 +7 +0.3%
AIS
714
American Investment Services
Massachusetts
$285K
LA
715
Lifeworks Advisors
Michigan
$284K +$23.5K +214 +10%
CM
716
Caption Management
Oklahoma
$282K +$263K +2,400 New
VP
717
Verum Partners
North Carolina
$281K +$2.3K +21 +0.9%
HT
718
Headlands Technologies
Illinois
$278K +$259K +2,363 New
SIC
719
Sterling Investment Counsel
New York
$277K -$30.7K -280 -11%
HCMG
720
Howard Capital Management Group
California
$274K +$439 +4 +0.2%
DWM
721
Drive Wealth Management
Utah
$273K +$2.85K +26 +1%
FCG
722
Fielder Capital Group
Tennessee
$273K +$25.3K +231 +11%
WANY
723
Wealthspire Advisors (New York)
New York
$271K -$877 -8 -0.3%
OC
724
Oppenheimer & Co
New York
$271K +$253K +2,306 New
SGI
725
Summit Global Investments
Utah
$271K -$65.6K -598 -21%

HIG Hedge Fund Activity: Q3 2024 in Review

1,008 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2024, worth a combined $31.1B — up 14% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HIG positions and 53 closed out — a net gain of 88 holders — while 348 added to existing stakes and 344 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $167M.

  • 1,008 institutional investors held Hartford Financial Services (HIG) as of Q3 2024, up from 926 in Q2 2024.
  • Funds reported $31.1B of Hartford Financial Services stock for Q3 2024, up 14% quarter-over-quarter.
  • 141 funds opened new Hartford Financial Services positions in Q3 2024 and 53 closed out, a net change of +88 holders.
  • The largest Hartford Financial Services buyer in Q3 2024 was BlackRock, an estimated $250M added.
  • The largest Hartford Financial Services seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2024.