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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
WWM
776
Western Wealth Management
Colorado
$222K +$207K +1,885 New
TSWM
777
Tyler-Stone Wealth Management
Ohio
$221K +$146K +1,328 +241%
MCM
778
MV Capital Management
Maryland
$221K -$18.4K -168 -8%
CPRC
779
Consolidated Portfolio Review Corp
New York
$220K +$205K +1,874 New
SCM
780
Stevens Capital Management
Pennsylvania
$220K +$205K +1,870 New
SPA
781
Shore Point Advisors
New Jersey
$218K +$203K +1,852 New
PFGIA
782
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$203K +1,848 New
AC
783
AXQ Capital
New Jersey
$217K +$202K +1,841 New
SPC
784
Sigma Planning Corp
Michigan
$215K -$48.5K -442 -19%
SA
785
Strategic Advisors
New York
$213K +$198K +1,809 New
S
786
Sunpointe
Missouri
$213K +$197K +1,801 New
VFA
787
Valeo Financial Advisors
Indiana
$212K +$197K +1,801 New
MFG
788
MidWestOne Financial Group
Iowa
$212K +$197K +1,800 New
SFS
789
Strategic Financial Services
New York
$211K +$197K +1,798 New
MIC
790
Means Investment Company
Maine
$211K +$197K +1,798 New
AC
791
Avestar Capital
New York
$211K -$24.2K -221 -11%
BW
792
Bison Wealth
Georgia
$210K -$51.7K -472 -21%
MW
793
Marcum Wealth
Ohio
$209K +$195K +1,780 New
MAM
794
McLean Asset Management
Virginia
$208K +$194K +1,766 New
MG
795
Mather Group
Illinois
$208K -$8.66K -79 -4%
Pzena Investment Management
796
Pzena Investment Management
New York
$207K -$34.3K -313 -15%
VFP
797
Verus Financial Partners
Virginia
$205K +$191K +1,741 New
AWM
798
Axxcess Wealth Management
California
$205K +$191K +1,742 New
FOA
799
Five Oceans Advisors
California
$204K +$190K +1,733 New
IF
800
Intrua Financial
Texas
$204K +$190K +1,731 New

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.