Travelers Companies
928 hedge funds and large institutions have $32.7B invested in Travelers Companies in 2014 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 326 increasing their positions, 343 reducing their positions, and 34 closing their positions.
256% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 34
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
25% more capital invested
Capital invested by funds: $26.1B → $32.7B (+$6.58B)
9% more funds holding
Funds holding: 850 → 928 (+78)
0.43% less ownership
Funds ownership: 80.71% → 80.28% (-0.43%)
5% less repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 343
23% less call options, than puts
Call options by funds: $107M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$74.6M |
| 2 |
N
Natixis
Paris,
France
|
+$56.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$53.6M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$53.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$541M |
| 2 |
JP Morgan Chase
New York
|
-$224M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$206M |
| 4 |
Neuberger Berman Group
New York
|
-$129M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$113M |
TRV Hedge Fund Activity: Q4 2014 in Review
928 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2014, worth a combined $32.7B — up 25% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new TRV positions and 34 closed out — a net gain of 87 holders — while 326 added to existing stakes and 343 trimmed.
The largest buyer was State Street, adding an estimated $74.6M. The largest seller was Southeastern Asset Management, cutting an estimated $541M.
- 928 institutional investors held Travelers Companies (TRV) as of Q4 2014, up from 850 in Q3 2014.
- Funds reported $32.7B of Travelers Companies stock for Q4 2014, up 25% quarter-over-quarter.
- 121 funds opened new Travelers Companies positions in Q4 2014 and 34 closed out, a net change of +87 holders.
- The largest Travelers Companies buyer in Q4 2014 was State Street, an estimated $74.6M added.
- The largest Travelers Companies seller in Q4 2014 was Southeastern Asset Management, an estimated $541M sold.
Based on aggregated 13F filings for Q4 2014.