Travelers Companies
1,073 hedge funds and large institutions have $27.6B invested in Travelers Companies in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 337 increasing their positions, 437 reducing their positions, and 91 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $25.9B → $27.6B (+$1.64B)
9% more call options, than puts
Call options by funds: $163M | Put options by funds: $149M
0.57% more ownership
Funds ownership: 78.87% → 79.44% (+0.57%)
2% less funds holding
Funds holding: 1,097 → 1,073 (-24)
16% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 91
23% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 437
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$457M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$144M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$144M |
| 4 |
Two Sigma Advisers
New York
|
+$85.3M |
| 5 |
Two Sigma Investments
New York
|
+$78.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$174M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$159M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$83.4M |
| 4 |
N
Natixis
Paris,
France
|
-$70.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.4M |
TRV Hedge Fund Activity: Q3 2018 in Review
1,073 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2018, worth a combined $27.6B — up 6.3% from $25.9B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of TRV and 76 opened new positions — a net loss of 15 holders — while 437 trimmed existing stakes and 337 added.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $457M. The largest seller was LSV Asset Management, cutting an estimated $174M.
- 1,073 institutional investors held Travelers Companies (TRV) as of Q3 2018, down from 1,097 in Q2 2018.
- Funds reported $27.6B of Travelers Companies stock for Q3 2018, up 6.3% quarter-over-quarter.
- 76 funds opened new Travelers Companies positions in Q3 2018 and 91 closed out, a net change of -15 holders.
- The largest Travelers Companies buyer in Q3 2018 was Berkshire Hathaway, an estimated $457M added.
- The largest Travelers Companies seller in Q3 2018 was LSV Asset Management, an estimated $174M sold.
Based on aggregated 13F filings for Q3 2018.