Travelers Companies
1,128 hedge funds and large institutions have $30.9B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 405 increasing their positions, 367 reducing their positions, and 76 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
20% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 76
10% more repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 367
0% more capital invested
Capital invested by funds: $30.7B → $30.9B (+$124M)
0% more funds holding
Funds holding: 1,126 → 1,128 (+2)
0.39% less ownership
Funds ownership: 82.28% → 81.89% (-0.39%)
6% less call options, than puts
Call options by funds: $81.4M | Put options by funds: $86.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$233M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$165M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$160M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$51.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$317M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$105M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$68.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$68.6M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$68.4M |
TRV Hedge Fund Activity: Q3 2021 in Review
1,128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2021, worth a combined $30.9B — up 0.4% from $30.7B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new TRV positions and 76 closed out — a net gain of 15 holders — while 405 added to existing stakes and 367 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $233M. The largest seller was Capital International Investors, cutting an estimated $317M.
- 1,128 institutional investors held Travelers Companies (TRV) as of Q3 2021, up from 1,126 in Q2 2021.
- Funds reported $30.9B of Travelers Companies stock for Q3 2021, up 0.4% quarter-over-quarter.
- 91 funds opened new Travelers Companies positions in Q3 2021 and 76 closed out, a net change of +15 holders.
- The largest Travelers Companies buyer in Q3 2021 was Fidelity Investments, an estimated $233M added.
- The largest Travelers Companies seller in Q3 2021 was Capital International Investors, an estimated $317M sold.
Based on aggregated 13F filings for Q3 2021.