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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
AA
751
Ancora Advisors
Ohio
$129K
NECFA
752
New England Capital Financial Advisors
Connecticut
$129K
TWC
753
TD Waterhouse Canada
Ontario, Canada
$123K +$73.2K +798 +216%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K
AA
755
Alta Advisers
United Kingdom
$113K
AAG
756
Armstrong Advisory Group
Massachusetts
$111K
HCP
757
Hexagon Capital Partners
Arkansas
$109K +$458 +5 +0.5%
TFA
758
Transamerica Financial Advisors
Florida
$108K -$4.86K -53 -5%
BGAI
759
Bruce G. Allen Investments
Colorado
$107K -$28.3K -309 -23%
PSB
760
Piscataqua Savings Bank
New Hampshire
$103K
HNB
761
Hilltop National Bank
Wyoming
$100K +$89.4K +975 New
PTC
762
Private Trust Company
Ohio
$97.8K -$8.16K -89 -9%
MCM
763
Manchester Capital Management
Vermont
$96.4K +$18.3K +200 +27%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$95K +$25.4K +277 +43%
GWSG
765
GPS Wealth Strategies Group
Colorado
$94.8K
GFPC
766
Global Financial Private Client
Florida
$91.7K -$733 -8 -0.9%
LFG
767
Larson Financial Group
Missouri
$89.8K +$77K +840 +2,625%
TFA
768
Toth Financial Advisory
Virginia
$89.1K
IRC
769
Investors Research Corp
Georgia
$88.7K
CT
770
Cambridge Trust
Massachusetts
$83.9K
MPWT
771
MassMutual Private Wealth & Trust
Connecticut
$82.9K -$825 -9 -1%
CA
772
Clearstead Advisors
Ohio
$78.3K +$3.21K +35 +5%
CA
773
CoreCap Advisors
Michigan
$78.3K +$69.7K +760 New
RCM
774
Raleigh Capital Management
North Carolina
$77.7K -$27.1K -296 -28%
CTC
775
Central Trust Company
Missouri
$76.9K -$5.87K -64 -8%

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.