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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
776
Pathway Financial Advisers
Indiana
$13.3K +$75 +1 +0.6%
KHC
777
Koesten Hirschmann & Crabtree
Kansas
$12.8K
WPA
778
West Paces Advisors
Georgia
$12.4K -$3.24K -43 -22%
LF
779
Lee Financial
Texas
$12.2K +$5.12K +68 +82%
FDCP
780
Foster Dykema Cabot & Partners
Massachusetts
$12.1K +$11.3K +150 New
AIC
781
Archer Investment Corporation
Indiana
$12.1K
AGWCA
782
Annis Gardner Whiting Capital Advisors
Florida
$12K
SAM
783
Smartleaf Asset Management
Massachusetts
$11.6K +$10.8K +144 New
GKIM
784
GW&K Investment Management
Massachusetts
$11K -$377 -5 -4%
CWC
785
Carolinas Wealth Consulting
North Carolina
$10.3K -$151 -2 -2%
ACA
786
Atlas Capital Advisors
Wyoming
$9.32K
AEPWM
787
Atlantic Edge Private Wealth Management
Florida
$8.92K +$8.36K +111 New
S
788
Sachetta
Massachusetts
$8.87K +$8.29K +110 New
CHA
789
Carmichael Hill & Associates
Maryland
$8.6K
FFA
790
Frazier Financial Advisors
Ohio
$8.52K +$7.98K +106 New
CBT
791
CoreFirst Bank & Trust
Kansas
$8.04K
RFG
792
RFP Financial Group
Georgia
$7.88K
W
793
WealthCollab
Washington
$7.64K +$7.16K +95 New
WTA
794
Washington Trust Advisors
Massachusetts
$7.56K
SFM
795
Systematic Financial Management
New Jersey
$7.23K
TWM
796
Tradition Wealth Management
Minnesota
$7K
PWMG
797
Private Wealth Management Group
New Jersey
$6.99K +$6.55K +87 New
ANBT
798
American National Bank & Trust
Texas
$6.83K +$6.4K +85 New
AP
799
Aspect Partners
Virginia
$6.27K +$5.88K +78 New
BWM
800
Baystate Wealth Management
Massachusetts
$6.25K +$5.8K +77 New

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.