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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
826
REAP Financial Group
Texas
$22.4K +$301 +3 +1%
TCM
827
Tradewinds Capital Management
Washington
$22.1K
VWA
828
Valued Wealth Advisors
Utah
$20.9K +$2.51K +25 +14%
RFS
829
Richardson Financial Services
Massachusetts
$20.6K -$21.1K -210 -51%
ITFISA
830
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$20.6K +$3.51K +35 +21%
RTC
831
Riverview Trust Company
Washington
$20.5K
AS
832
Altshuler Shaham
Israel
$20.4K +$20.4K +203 New
MFG
833
Mendota Financial Group
Wisconsin
$20.1K
MRCM
834
M&R Capital Management
New Jersey
$20.1K
SN
835
Sittner & Nelson
Oregon
$20.1K
ACM
836
Accent Capital Management
Ohio
$20.1K +$20.1K +200 New
PMFA
837
Plante Moran Financial Advisors
Michigan
$18.9K
SIS
838
Sound Income Strategies
Florida
$18.9K
EC
839
Elequin Capital
New York
$17.9K +$17.9K +178 New
PFA
840
Pathway Financial Advisers
Indiana
$16.8K +$201 +2 +1%
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$16.6K +$803 +8 +5%
KHC
842
Koesten Hirschmann & Crabtree
Kansas
$16.4K
WWP
843
WR Wealth Planners
Missouri
$16.3K +$5.52K +55 +51%
S
844
Sachetta
Massachusetts
$16K +$3.31K +33 +30%
RWMG
845
Redwood Wealth Management Group
New Jersey
$15.6K +$15.6K +155 New
FDCP
846
Foster Dykema Cabot & Partners
Massachusetts
$15.2K
AIC
847
Archer Investment Corporation
Indiana
$15.1K
CJL
848
Cyrus J. Lawrence
New York
$15K
WPA
849
West Paces Advisors
Georgia
$15K
CWC
850
Carolinas Wealth Consulting
North Carolina
$14.5K +$100 +1 +0.7%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.