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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
IHWM
901
Iron Horse Wealth Management
Iowa
$1.24K
ECM
902
Everence Capital Management
Indiana
$1.12K
A
903
AlphaQuest
New York
$1.03K -$1.62M -17,722 -100%
CAM
904
Creekmur Asset Management
Illinois
$1.03K +$917 +10 New
ETS
905
ESL Trust Services
New York
$1.03K +$917 +10 New
JPWM
906
Jamison Private Wealth Management
Georgia
$1.03K +$917 +10 New
TWP
907
TFO Wealth Partners
Ohio
$927
AWM
908
AllSquare Wealth Management
New York
$824
TIM
909
Tortoise Investment Management
New York
$824
WWM
910
Wolff Wiese Magana
California
$516
NL
911
NVWM LLC
Pennsylvania
$515 +$458 +5 New
FSWA
912
Financial Synergies Wealth Advisors
Texas
$413
CTA
913
Colonial Trust Advisors
South Carolina
$412
RAM
914
Riggs Asset Management
Pennsylvania
$310 +$275 +3 New
TAM
915
Tucker Asset Management
Colorado
$309
CP
916
Castleview Partners
Texas
$206
CSWM
917
Cassady Schiller Wealth Management
Ohio
$103 +$92 +1 New
WA
918
WestEnd Advisors
North Carolina
$103 +$92 +1 New
KWAG
919
Kiely Wealth Advisory Group
North Carolina
$96
DWM
920
Dogwood Wealth Management
Kansas
$3
NI
921
Nuance Investments
Missouri
-$36.6M -455,335 Closed
PCM
922
Prana Capital Management
Connecticut
-$35.1M -436,544 Closed
ECM
923
ExodusPoint Capital Management
New York
-$11.6M -144,477 Closed
HF
924
HRT Financial
New York
-$10.9M -135,204 Closed
OMC
925
Old Mission Capital
Illinois
-$5.33M -66,345 Closed

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.