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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
DWA
726
Douglass Winthrop Advisors
New York
$206K +$183K +2,000 New
ET
727
Equitable Trust
Tennessee
$206K +$183K +2,000 New
JLBC
728
J.L. Bainbridge & Co
Florida
$206K +$183K +2,000 New
SWM
729
Segment Wealth Management
Texas
$206K +$183K +2,000 New
SEIA
730
Signature Estate & Investment Advisors
California
$206K +$183K +2,000 New
LFA
731
Legacy Financial Advisors
Kentucky
$204K +$182K +1,982 New
PFGIA
732
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$178K +1,945 New
EI
733
Ellevest Inc
New York
$200K +$178K +1,944 New
BLC
734
Brown, Lisle/Cummings
Rhode Island
$200K -$9.53K -104 -5%
WBC
735
Westpac Banking Corp
Australia
$195K
ADL
736
Asset Dedication LLC
California
$188K -$917 -10 -0.5%
PS
737
Principal Securities
Iowa
$182K -$43.7K -477 -21%
HCM
738
Highlander Capital Management
New Jersey
$172K
Walleye Trading
739
Walleye Trading
New York
$167K -$3.76M -41,062 -96%
QC
740
Quent Capital
New York
$165K +$92 +1 +0.1%
NS
741
NBC Securities
Alabama
$164K -$58.4K -637 -29%
IA
742
IFP Advisors
Florida
$154K -$1.24M -13,519 -90%
PCM
743
Penserra Capital Management
California
$146K -$121K -1,316 -48%
T
744
TOBAM
France
$145K -$29.2K -318 -18%
DAM
745
Delta Asset Management
Tennessee
$144K
GRP
746
Global Retirement Partners
California
$143K -$2.75K -30 -2%
FFA
747
Farther Finance Advisors
California
$142K +$3.58K +39 +3%
CT
748
Caldwell Trust
Florida
$136K
MG
749
Mather Group
Illinois
$136K +$155K +1,686 New
JWA
750
JFS Wealth Advisors
Pennsylvania
$129K

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.