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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
DG
801
DMC Group
Alabama
$203K +$189K +1,726 New
PWP
802
Phillips Wealth Planners
Mississippi
$202K +$185K +1,688 New
CAAS
803
Capital Asset Advisory Services
Michigan
$202K +$191K +1,745 New
CIC
804
Chilton Investment Company
Connecticut
$202K +$188K +1,714 New
NWWA
805
New Wave Wealth Advisors
Arkansas
$201K -$131K -1,196 -41%
HOWA
806
Heritage Oak Wealth Advisors
Florida
$201K +$187K +1,709 New
PS
807
Planned Solutions
California
$199K +$186K +1,695 New
GRP
808
Global Retirement Partners
California
$191K +$1.75K +16 +1%
QC
809
Quent Capital
New York
$188K +$110 +1 +0.1%
TFA
810
Transamerica Financial Advisors
Florida
$181K +$54K +493 +47%
TIM
811
Tortoise Investment Management
New York
$179K +$166K +1,515 +18,938%
ETC
812
Exchange Traded Concepts
Oklahoma
$178K +$166K +1,512 New
T
813
TOBAM
France
$168K +$15.2K +139 +11%
PCM
814
Penserra Capital Management
California
$165K +$1.75K +16 +1%
SIM
815
Sentry Investment Management
Wisconsin
$165K +$154K +1,406 New
DAM
816
Delta Asset Management
Tennessee
$165K
BLC
817
Brown, Lisle/Cummings
Rhode Island
$164K -$43.9K -400 -22%
AAG
818
Armstrong Advisory Group
Massachusetts
$162K
CA
819
CoreCap Advisors
Michigan
$158K +$148K +1,347 New
NECFA
820
New England Capital Financial Advisors
Connecticut
$149K +$1.64K +15 +1%
AA
821
Ancora Advisors
Ohio
$147K +$329 +3 +0.2%
RI
822
Ridgewood Investments
New Jersey
$137K -$20.1K -183 -14%
CT
823
Colonial Trust
South Carolina
$135K +$124K +1,129 +7,056%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$134K -$9.32K -85 -7%
CT
825
Caldwell Trust
Florida
$134K

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.