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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
AEPWM
851
Atlantic Edge Private Wealth Management
Florida
$11.4K
CHA
852
Carmichael Hill & Associates
Maryland
$11K
WWP
853
WR Wealth Planners
Missouri
$11K +$9.81K +107 New
CBT
854
CoreFirst Bank & Trust
Kansas
$10.3K
RFG
855
RFP Financial Group
Georgia
$10K -$92 -1 -1%
W
856
WealthCollab
Washington
$9.79K
PWMG
857
Private Wealth Management Group
New Jersey
$8.97K
S
858
Sachetta
Massachusetts
$8.87K
ANBT
859
American National Bank & Trust
Texas
$8.76K
WTA
860
Washington Trust Advisors
Massachusetts
$8.26K -$1.28K -14 -15%
AP
861
Aspect Partners
Virginia
$8.04K
CMP
862
Coston McIsaac & Partners
Maine
$8K
GEA
863
Glen Eagle Advisors
New Jersey
$7.63K
AFWM
864
Abich Financial Wealth Management
Virginia
$7.32K +$6.51K +71 New
PP
865
PFS Partners
New Jersey
$7.01K
FGAM
866
Financial Gravity Asset Management
Texas
$6.88K +$6.14K +67 New
AWM
867
Abound Wealth Management
Tennessee
$6.6K +$550 +6 +10%
FRA
868
Frank Rimerman Advisors
California
$6.59K +$5.87K +64 New
FFO
869
Fortitude Family Office
Arizona
$6.39K +$1.01K +11 +22%
FIM
870
FWL Investment Management
Texas
$6.18K +$5.5K +60 New
VWM
871
Venturi Wealth Management
Texas
$5.98K +$367 +4 +7%
ECM
872
Estabrook Capital Management
New York
$5.77K
SIC
873
SJS Investment Consulting
Ohio
$5.57K
VCM
874
Versant Capital Management
Arizona
$5.57K
KFI
875
Key Financial Inc
Pennsylvania
$5.05K

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.