Travelers Companies
1,296 hedge funds and large institutions have $35.4B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 408 increasing their positions, 425 reducing their positions, and 85 closing their positions.
140% more first-time investments, than exits
New positions opened: 204 | Existing positions closed: 85
111% more funds holding in top 10
Funds holding in top 10: 9 → 19 (+10)
20% more capital invested
Capital invested by funds: $29.5B → $35.4B (+$5.91B)
8% more funds holding
Funds holding: 1,198 → 1,296 (+98)
0.21% more ownership
Funds ownership: 81.61% → 81.82% (+0.21%)
4% less repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 425
23% less call options, than puts
Call options by funds: $175M | Put options by funds: $228M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$245M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$149M |
| 3 |
JCM
Junto Capital Management
New York
|
+$105M |
| 4 |
Morgan Stanley
New York
|
+$97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$223M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$205M |
| 3 |
JP Morgan Chase
New York
|
-$204M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$103M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$71.3M |
TRV Hedge Fund Activity: Q4 2022 in Review
1,296 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2022, worth a combined $35.4B — up 20% from $29.5B a quarter earlier.
Buyers outnumbered sellers: 204 funds opened new TRV positions and 85 closed out — a net gain of 119 holders — while 408 added to existing stakes and 425 trimmed.
The largest buyer was BlackRock, adding an estimated $245M. The largest seller was First Eagle Investment Management, cutting an estimated $223M.
- 1,296 institutional investors held Travelers Companies (TRV) as of Q4 2022, up from 1,198 in Q3 2022.
- Funds reported $35.4B of Travelers Companies stock for Q4 2022, up 20% quarter-over-quarter.
- 204 funds opened new Travelers Companies positions in Q4 2022 and 85 closed out, a net change of +119 holders.
- The largest Travelers Companies buyer in Q4 2022 was BlackRock, an estimated $245M added.
- The largest Travelers Companies seller in Q4 2022 was First Eagle Investment Management, an estimated $223M sold.
Based on aggregated 13F filings for Q4 2022.