Travelers Companies
1,021 hedge funds and large institutions have $27.5B invested in Travelers Companies in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 426 reducing their positions, and 55 closing their positions.
82% more call options, than puts
Call options by funds: $194M | Put options by funds: $107M
36% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 55
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
1% more funds holding
Funds holding: 1,009 → 1,021 (+12)
4% more capital invested
Capital invested by funds: $26.5B → $27.5B (+$1.03B)
0.77% less ownership
Funds ownership: 78.61% → 77.84% (-0.77%)
25% less repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 426
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$173M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$157M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$156M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$106M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$105M |
| 2 |
BlackRock
New York
|
-$70.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$65.9M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$60M |
| 5 |
State Street
Boston,
Massachusetts
|
-$57.6M |
TRV Hedge Fund Activity: Q2 2017 in Review
1,021 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2017, worth a combined $27.5B — up 3.9% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new TRV positions and 55 closed out — a net gain of 20 holders — while 321 added to existing stakes and 426 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $173M. The largest seller was AJO LP, cutting an estimated $105M.
- 1,021 institutional investors held Travelers Companies (TRV) as of Q2 2017, up from 1,009 in Q1 2017.
- Funds reported $27.5B of Travelers Companies stock for Q2 2017, up 3.9% quarter-over-quarter.
- 75 funds opened new Travelers Companies positions in Q2 2017 and 55 closed out, a net change of +20 holders.
- The largest Travelers Companies buyer in Q2 2017 was Balyasny Asset Management, an estimated $173M added.
- The largest Travelers Companies seller in Q2 2017 was AJO LP, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2017.