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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
FFA
826
Frazier Financial Advisors
Ohio
$21.8K +$9.72K +106 +100%
RTC
827
Riverview Trust Company
Washington
$21K +$18.7K +204 New
QL
828
Quarry LP
New York
$20.9K -$14.8K -162 -44%
MFG
829
Mendota Financial Group
Wisconsin
$20.6K
MRCM
830
M&R Capital Management
New Jersey
$20.6K
SN
831
Sittner & Nelson
Oregon
$20.6K
HT
832
Headlands Technologies
Illinois
$19.8K -$687K -7,492 -98%
PMFA
833
Plante Moran Financial Advisors
Michigan
$19.4K
SIS
834
Sound Income Strategies
Florida
$19.4K
VWA
835
Valued Wealth Advisors
Utah
$18.8K +$12.7K +139 +323%
PFA
836
Pathway Financial Advisers
Indiana
$17.2K
ITFISA
837
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.8K
KHC
838
Koesten Hirschmann & Crabtree
Kansas
$16.4K
AGWCA
839
Annis Gardner Whiting Capital Advisors
Florida
$16.1K +$733 +8 +5%
FDCP
840
Foster Dykema Cabot & Partners
Massachusetts
$15.5K
AIC
841
Archer Investment Corporation
Indiana
$15.5K
WPA
842
West Paces Advisors
Georgia
$15.4K -$458 -5 -3%
CJL
843
Cyrus J. Lawrence
New York
$15K +$13.8K +150 New
CWC
844
Carolinas Wealth Consulting
North Carolina
$14.8K +$1.56K +17 +13%
CIA
845
Cape Investment Advisory
Georgia
$13.4K -$22.4K -244 -65%
GKIM
846
GW&K Investment Management
Massachusetts
$13K -$642 -7 -5%
ACA
847
Atlas Capital Advisors
Wyoming
$12K
CCC
848
Chelsea Counsel Company
California
$11.9K +$10.5K +115 New
PPC
849
Park Place Capital
Alabama
$11.6K +$8.16K +89 +371%
FWA
850
FSC Wealth Advisors
New York
$11.6K +$10.4K +113 New

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.