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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
FFO
876
Fortitude Family Office
Arizona
$6.23K
FIM
877
FWL Investment Management
Texas
$6.03K
HGERS
878
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.02K +60 New
ECM
879
Estabrook Capital Management
New York
$5.63K
AWM
880
Abound Wealth Management
Tennessee
$5.51K -$903 -9 -14%
SIC
881
SJS Investment Consulting
Ohio
$5.43K
KFI
882
Key Financial Inc
Pennsylvania
$4.93K
DPW
883
DiNuzzo Private Wealth
Pennsylvania
$4.83K +$703 +7 +17%
PPA
884
Painted Porch Advisors
California
$4.83K +$4.82K +48 New
OWA
885
Opal Wealth Advisors
New York
$4.63K +$4.62K +46 New
GWP
886
Gen-Wealth Partners
Michigan
$4.52K
APW
887
Acima Private Wealth
Virginia
$4.22K
MFT
888
Moisand Fitzgerald Tamayo
Florida
$3.72K
VAG
889
VisionPoint Advisory Group
Texas
$3.62K +$401 +4 +13%
LFG
890
Larson Financial Group
Missouri
$3.59K -$83.9K -836 -96%
HIA
891
Harbor Investment Advisory
Maryland
$3.32K +$401 +4 +14%
VF
892
VitalStone Financial
Texas
$3.22K -$338K -3,368 -99%
SIC
893
Salem Investment Counselors
North Carolina
$3.13K
CAL
894
Capital Advisors Ltd
Ohio
$3K -$301 -3 -9%
VNA
895
Valley National Advisers
Pennsylvania
$3K +$301 +3 +10%
AW
896
Avion Wealth
Texas
$3K +$502 +5 +19%
SWA
897
SOA Wealth Advisors
New York
$3K -$703 -7 -19%
JFA
898
JNBA Financial Advisors
Minnesota
$2.92K
WCM
899
Westend Capital Management
California
$2.9K
Kayne Anderson Rudnick Investment Management
900
Kayne Anderson Rudnick Investment Management
California
$2.89K +$1K +10 +56%

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.