Travelers Companies
966 hedge funds and large institutions have $25.7B invested in Travelers Companies in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 311 increasing their positions, 401 reducing their positions, and 52 closing their positions.
15% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 52
7% more call options, than puts
Call options by funds: $156M | Put options by funds: $147M
0% less funds holding
Funds holding: 970 → 966 (-4)
0.84% less ownership
Funds ownership: 79.27% → 78.43% (-0.84%)
7% less capital invested
Capital invested by funds: $27.6B → $25.7B (-$1.83B)
22% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 401
45% less funds holding in top 10
Funds holding in top 10: 29 → 16 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
BlackRock Group
London,
United Kingdom
|
+$105M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$75.5M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$62.3M |
| 4 |
Axa
Paris,
France
|
+$54.1M |
| 5 |
BlackRock
New York
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$170M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$151M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$127M |
| 4 |
JP Morgan Chase
New York
|
-$115M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$98.6M |
TRV Hedge Fund Activity: Q3 2016 in Review
966 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2016, worth a combined $25.7B — down 6.7% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new TRV positions and 52 closed out — a net gain of 8 holders — while 311 added to existing stakes and 401 trimmed.
The largest buyer was BlackRock Group, adding an estimated $105M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $170M.
- 966 institutional investors held Travelers Companies (TRV) as of Q3 2016, down from 970 in Q2 2016.
- Funds reported $25.7B of Travelers Companies stock for Q3 2016, down 6.7% quarter-over-quarter.
- 60 funds opened new Travelers Companies positions in Q3 2016 and 52 closed out, a net change of +8 holders.
- The largest Travelers Companies buyer in Q3 2016 was BlackRock Group, an estimated $105M added.
- The largest Travelers Companies seller in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $170M sold.
Based on aggregated 13F filings for Q3 2016.