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Hartford Financial Services

774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 264

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.2% more ownership

Funds ownership: 90.66%90.87% (+0.2%)

2% less funds holding

Funds holding: 787774 (-13)

9% less capital invested

Capital invested by funds: $21.7B → $19.8B (-$1.91B)

45% less call options, than puts

Call options by funds: $73.2M | Put options by funds: $133M

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
288
Reduced
264
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
826
FWL Investment Management
Texas
-$79.7K -1,051 Closed
CAL
827
Capital Analysts LLC
Pennsylvania
-$78K -1,027 Closed
USCWA
828
U.S. Capital Wealth Advisors
Texas
-$69.7K -919 Closed
Loomis, Sayles & Company
829
Loomis, Sayles & Company
Massachusetts
-$69K -905 Closed
LFG
830
Larson Financial Group
Missouri
-$61.8K -815 Closed
AWM
831
Accurate Wealth Management
Florida
-$54.4K -714 Closed
CG
832
Cutler Group
California
-$24K -328 Closed
LS
833
Leelyn Smith
Illinois
-$21.2K -280 Closed
MCC
834
Money Concepts Capital
Florida
-$12.7K -167 Closed
KA
835
Kozak & Associates
Colorado
-$10K -133 Closed
EE
836
EWG Elevate
California
-$9.25K -122 Closed
ZIG
837
Zullo Investment Group
Pennsylvania
-$8.19K -108 Closed
SC
838
Sierra Capital
Florida
-$3K -40 Closed
MPCL
839
My Personal CFO LLC
Washington
-$2.88K -38 Closed
TFGT
840
TS Financial Group (TSFG)
Illinois
-$1K -17 Closed
APC
841
Aspire Private Capital
North Carolina
-$1.14K -15 Closed
GEA
842
Glen Eagle Advisors
New Jersey
-$910 -12 Closed
BCMLT
843
Beacon Capital Management LLC (Tennessee)
Tennessee
-$379 -5 Closed
AA
844
Addison Advisors
Vermont
-$227 -3 Closed
TFA
845
Transamerica Financial Advisors
Florida
-$1K -1 Closed
SIA
846
SkyView Investment Advisors
New Jersey
+$371 +5 New
AW
847
Avion Wealth
Texas
+$520 +7 New

HIG Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.

  • 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
  • The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2023.