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Hartford Financial Services

607 hedge funds and large institutions have $14.5B invested in Hartford Financial Services in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $21.9M

1.6% more ownership

Funds ownership: 90.59%92.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 644607 (-37)

10% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.68B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

30% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 107

Holders
607
Holders Change
-37
Holders Change %
-5.75%
% of All Funds
13.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
196
Reduced
223
Closed
107
Calls
$62.8M
Puts
$21.9M
Net Calls
+$40.9M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$27.4M -$565K -12,568 -2%
WCM
77
Wedge Capital Management
North Carolina
$27.4M +$561K +12,461 +2%
Asset Management One
78
Asset Management One
Japan
$26.9M +$2.02M +44,967 +8%
AllianceBernstein
79
AllianceBernstein
Tennessee
$26.6M +$781K +17,351 +3%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$25M -$419K -9,317 -2%
Principal Financial Group
81
Principal Financial Group
Iowa
$24.2M -$672K -14,944 -3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$22.6M -$1.05M -23,280 -4%
KFC
83
Klingenstein Fields & Co
New York
$22.3M -$1.26M -27,902 -5%
Allianz Asset Management
84
Allianz Asset Management
Germany
$20.4M +$299K +6,654 +1%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$20.1M -$14.2M -314,937 -41%
National Pension Service
86
National Pension Service
South Korea
$19.8M +$1.07M +23,880 +6%
Jacobs Levy Equity Management
87
Jacobs Levy Equity Management
New Jersey
$19.5M +$1.14M +25,440 +6%
Pzena Investment Management
88
Pzena Investment Management
New York
$18.9M
TD Asset Management
89
TD Asset Management
Ontario, Canada
$18.2M +$339K +7,530 +2%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$18.1M +$890K +19,777 +5%
DRZID
91
DePrince Race & Zollo Inc (DRZ)
Florida
$18M +$1.34M +29,780 +8%
WG
92
Winton Group
United Kingdom
$17.4M +$6.57M +146,050 +60%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$16.7M +$671K +14,924 +4%
Barclays
94
Barclays
United Kingdom
$16M -$198K -4,412 -1%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8M -$388K -8,632 -2%
Man Group
96
Man Group
United Kingdom
$15.3M -$9.98M -221,838 -39%
N
97
Natixis
France
$14.4M +$7.61M +169,196 +110%
SI
98
Scout Investments
Missouri
$14.3M -$11.3M -250,167 -44%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$13.8M +$331K +7,355 +2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$13.5M +$501K +11,129 +4%

HIG Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2018, worth a combined $14.5B — down 10% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of HIG and 75 opened new positions — a net loss of 32 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was AJO LP, adding an estimated $130M. The largest seller was Bank of New York Mellon, cutting an estimated $77.5M.

  • 607 institutional investors held Hartford Financial Services (HIG) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $14.5B of Hartford Financial Services stock for Q4 2018, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q4 2018 and 107 closed out, a net change of -32 holders.
  • The largest Hartford Financial Services buyer in Q4 2018 was AJO LP, an estimated $130M added.
  • The largest Hartford Financial Services seller in Q4 2018 was Bank of New York Mellon, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2018.