Travelers Companies
1,019 hedge funds and large institutions have $22.7B invested in Travelers Companies in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 317 increasing their positions, 423 reducing their positions, and 92 closing their positions.
63% more call options, than puts
Call options by funds: $142M | Put options by funds: $87.6M
0.13% more ownership
Funds ownership: 82.89% → 83.02% (+0.13%)
1% less funds holding
Funds holding: 1,033 → 1,019 (-14)
5% less capital invested
Capital invested by funds: $23.9B → $22.7B (-$1.21B)
11% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 92
25% less repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 423
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$247M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.9M |
| 3 |
Millennium Management
New York
|
+$56.5M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$49.4M |
| 5 |
ClearBridge Investments
New York
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$265M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$104M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$61.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$50.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$35.4M |
TRV Hedge Fund Activity: Q3 2020 in Review
1,019 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2020, worth a combined $22.7B — down 5.1% from $23.9B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of TRV and 82 opened new positions — a net loss of 10 holders — while 423 trimmed existing stakes and 317 added.
The largest buyer was Capital International Investors, adding an estimated $247M. The largest seller was JP Morgan Chase, cutting an estimated $265M.
- 1,019 institutional investors held Travelers Companies (TRV) as of Q3 2020, down from 1,033 in Q2 2020.
- Funds reported $22.7B of Travelers Companies stock for Q3 2020, down 5.1% quarter-over-quarter.
- 82 funds opened new Travelers Companies positions in Q3 2020 and 92 closed out, a net change of -10 holders.
- The largest Travelers Companies buyer in Q3 2020 was Capital International Investors, an estimated $247M added.
- The largest Travelers Companies seller in Q3 2020 was JP Morgan Chase, an estimated $265M sold.
Based on aggregated 13F filings for Q3 2020.