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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
VL
876
Vima LLC
Michigan
$4.88K
GWP
877
Gen-Wealth Partners
Michigan
$4.64K +$4.13K +45 New
APW
878
Acima Private Wealth
Virginia
$4.33K
DPW
879
DiNuzzo Private Wealth
Pennsylvania
$4.23K
CAL
880
Capital Advisors Ltd
Ohio
$4K +$825 +9 +35%
MFT
881
Moisand Fitzgerald Tamayo
Florida
$3.81K
SWA
882
SOA Wealth Advisors
New York
$3.79K
VAG
883
VisionPoint Advisory Group
Texas
$3.3K
SIC
884
Salem Investment Counselors
North Carolina
$3.21K +$2.84K +31 New
AW
885
Avion Wealth
Texas
$3K -$183 -2 -7%
FMP
886
Financial Management Professionals
Texas
$3K
VNA
887
Valley National Advisers
Pennsylvania
$3K +$458 +5 +20%
JFA
888
JNBA Financial Advisors
Minnesota
$2.99K
HIA
889
Harbor Investment Advisory
Maryland
$2.99K -$1.19K -13 -31%
WCM
890
Westend Capital Management
California
$2.99K +$2.66K +29 New
AAP
891
Arax Advisory Partners
Colorado
$2.98K
CWP
892
Concord Wealth Partners
Virginia
$2.68K
BWL
893
Bogart Wealth LLC
Virginia
$2.68K +$2.38K +26 New
DF
894
Dunhill Financial
United Kingdom
$2.64K +$367 +4 +18%
RS
895
Rakuten Securities
Japan
$2.58K +$2.29K +25 New
LI
896
LRI Investments
Florida
$2.27K +$2.02K +22 New
TFM
897
TFC Financial Management
Massachusetts
$2.06K +$92 +1 +5%
Kayne Anderson Rudnick Investment Management
898
Kayne Anderson Rudnick Investment Management
California
$1.94K
CT
899
Colonial Trust
South Carolina
$1.65K
CCM
900
Chilton Capital Management
Texas
$1.44K -$30.7K -335 -96%

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.