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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
CMP
801
Coston McIsaac & Partners
Maine
$6K
GEA
802
Glen Eagle Advisors
New Jersey
$5.95K -$2.48K -33 -31%
VL
803
Vima LLC
Michigan
$5.63K +$5.27K +70 New
PP
804
PFS Partners
New Jersey
$5.47K
AWM
805
Abound Wealth Management
Tennessee
$4.67K
ECM
806
Estabrook Capital Management
New York
$4.5K
SIC
807
SJS Investment Consulting
Ohio
$4.34K
VCM
808
Versant Capital Management
Arizona
$4.34K
VWM
809
Venturi Wealth Management
Texas
$4.34K +$1.43K +19 +54%
FFO
810
Fortitude Family Office
Arizona
$4.1K +$3.84K +51 New
KFI
811
Key Financial Inc
Pennsylvania
$3.94K
APW
812
Acima Private Wealth
Virginia
$3.38K
HIA
813
Harbor Investment Advisory
Maryland
$3.38K
DPW
814
DiNuzzo Private Wealth
Pennsylvania
$3.3K +$3.09K +41 New
VWA
815
Valued Wealth Advisors
Utah
$3.06K +$3.24K +43 New
MFT
816
Moisand Fitzgerald Tamayo
Florida
$2.98K -$1.13K -15 -29%
SWA
817
SOA Wealth Advisors
New York
$2.95K
LFG
818
Larson Financial Group
Missouri
$2.6K
VAG
819
VisionPoint Advisory Group
Texas
$2.57K +$2.26K +30 +1,500%
JFA
820
JNBA Financial Advisors
Minnesota
$2.33K
AAP
821
Arax Advisory Partners
Colorado
$2.32K +$904 +12 +71%
TVAMP
822
Tennessee Valley Asset Management Partners
Tennessee
$2.23K +$2.11K +28 New
IPW
823
Impact Partnership Wealth
Georgia
$2.17K -$276K -3,666 -99%
CWP
824
Concord Wealth Partners
Virginia
$2.09K -$2.94K -39 -60%
AW
825
Avion Wealth
Texas
$2K -$1.51K -20 -42%

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.