Travelers Companies
850 hedge funds and large institutions have $26.1B invested in Travelers Companies in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 253 increasing their positions, 368 reducing their positions, and 53 closing their positions.
19% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 53
0% more funds holding
Funds holding: 847 → 850 (+3)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.57% less ownership
Funds ownership: 81.28% → 80.71% (-0.57%)
3% less capital invested
Capital invested by funds: $27B → $26.1B (-$906M)
9% less call options, than puts
Call options by funds: $111M | Put options by funds: $121M
31% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 368
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$49.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$49.4M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$38.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$36.3M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$155M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$115M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$110M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.9M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$89.3M |
TRV Hedge Fund Activity: Q3 2014 in Review
850 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2014, worth a combined $26.1B — down 3.4% from $27B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new TRV positions and 53 closed out — a net gain of 10 holders — while 253 added to existing stakes and 368 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $49.9M. The largest seller was Fidelity Investments, cutting an estimated $155M.
- 850 institutional investors held Travelers Companies (TRV) as of Q3 2014, up from 847 in Q2 2014.
- Funds reported $26.1B of Travelers Companies stock for Q3 2014, down 3.4% quarter-over-quarter.
- 63 funds opened new Travelers Companies positions in Q3 2014 and 53 closed out, a net change of +10 holders.
- The largest Travelers Companies buyer in Q3 2014 was Lord, Abbett & Co, an estimated $49.9M added.
- The largest Travelers Companies seller in Q3 2014 was Fidelity Investments, an estimated $155M sold.
Based on aggregated 13F filings for Q3 2014.