Travelers Companies
TRV
993 hedge funds and large institutions have $27.2B invested in Travelers Companies in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 314 increasing their positions, 403 reducing their positions, and 78 closing their positions.
55% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 78
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
6% more capital invested
Capital invested by funds: $25.7B → $27.2B (+$1.52B)
3% more funds holding
Funds holding: 965 → 993 (+28)
8% more call options, than puts
Call options by funds: $201M | Put options by funds: $187M
0.02% less ownership
Funds ownership: 78.43% → 78.42% (-0.02%)
22% less repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 403
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$235M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$204M |
| 3 |
State Street
Boston,
Massachusetts
|
+$182M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$69.8M |
| 5 |
Bank of New York Mellon
New York
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$150M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$129M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
-$82M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$73.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.5M |
TRV Hedge Fund Activity: Q4 2016 in Review
993 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2016, worth a combined $27.2B — up 5.9% from $25.7B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new TRV positions and 78 closed out — a net gain of 43 holders — while 314 added to existing stakes and 403 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $235M. The largest seller was Bank of Montreal, cutting an estimated $150M.
- 993 institutional investors held Travelers Companies (TRV) as of Q4 2016, up from 965 in Q3 2016.
- Funds reported $27.2B of Travelers Companies stock for Q4 2016, up 5.9% quarter-over-quarter.
- 121 funds opened new Travelers Companies positions in Q4 2016 and 78 closed out, a net change of +43 holders.
- The largest Travelers Companies buyer in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $235M added.
- The largest Travelers Companies seller in Q4 2016 was Bank of Montreal, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2016.