Travelers Companies
1,097 hedge funds and large institutions have $25.9B invested in Travelers Companies in 2018 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 352 increasing their positions, 417 reducing their positions, and 83 closing their positions.
63% more call options, than puts
Call options by funds: $141M | Put options by funds: $86.6M
5% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 83
0% less funds holding
Funds holding: 1,100 → 1,097 (-3)
0.57% less ownership
Funds ownership: 79.44% → 78.87% (-0.57%)
13% less capital invested
Capital invested by funds: $29.9B → $25.9B (-$3.94B)
16% less repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 417
73% less funds holding in top 10
Funds holding in top 10: 15 → 4 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$131M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$71.5M |
| 3 |
Millennium Management
New York
|
+$68.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$163M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$141M |
| 4 |
Goldman Sachs
New York
|
-$81.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$61.8M |
TRV Hedge Fund Activity: Q2 2018 in Review
1,097 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2018, worth a combined $25.9B — down 13% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new TRV positions and 83 closed out — a net gain of 4 holders — while 352 added to existing stakes and 417 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $192M.
- 1,097 institutional investors held Travelers Companies (TRV) as of Q2 2018, down from 1,100 in Q1 2018.
- Funds reported $25.9B of Travelers Companies stock for Q2 2018, down 13% quarter-over-quarter.
- 87 funds opened new Travelers Companies positions in Q2 2018 and 83 closed out, a net change of +4 holders.
- The largest Travelers Companies buyer in Q2 2018 was JP Morgan Chase, an estimated $131M added.
- The largest Travelers Companies seller in Q2 2018 was Fidelity Investments, an estimated $192M sold.
Based on aggregated 13F filings for Q2 2018.