We are live on ! Find out more
HIG icon

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
FCMT
801
Founders Capital Management (Texas)
Texas
$41.2K
HCM
802
Hollencrest Capital Management
California
$40.1K
FUBT
803
First United Bank & Trust
Maryland
$39.4K
ST
804
Smithfield Trust
Pennsylvania
$39K
CSC
805
Caldwell Sutter Capital
California
$37.6K
BIA
806
Bell Investment Advisors
California
$36.7K
SCA
807
Stuart Chaussee & Associates
California
$35K
BEI
808
Benjamin Edwards Inc
Missouri
$35K +$31.5K +344 New
CFO
809
CVA Family Office
Colorado
$34K
SAM
810
Smartleaf Asset Management
Massachusetts
$33.7K +$17K +185 +128%
TCOV
811
Trust Company of Vermont
Vermont
$32.5K +$10.1K +110 +54%
PCA
812
Providence Capital Advisors
North Carolina
$32.2K
BC
813
Barrett & Company
Rhode Island
$30.2K
LSA
814
Leonteq Securities AG
Switzerland
$28.4K -$6.14K -67 -20%
WTC
815
WhitTier Trust Company
Nevada
$27.7K
NCTC
816
New Covenant Trust Company
Indiana
$26.1K +$23.2K +253 New
NF
817
Norwood Financial
Pennsylvania
$25.8K -$4.58K -50 -17%
WFA
818
West Financial Advisors
Iowa
$25.5K
PP
819
Pingora Partners
Wyoming
$25.1K +$22.4K +244 New
OC
820
Oakworth Capital
Alabama
$24.7K
GA
821
GoalVest Advisory
New York
$24.2K -$6.42K -70 -23%
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$23.2K
RFG
823
REAP Financial Group
Texas
$22.7K +$1.74K +19 +9%
TCM
824
Tradewinds Capital Management
Washington
$22.7K
BBHC
825
Brown Brothers Harriman & Co
New York
$22.6K

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.