Travelers Companies
1,033 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 292 increasing their positions, 447 reducing their positions, and 101 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
19% more call options, than puts
Call options by funds: $134M | Put options by funds: $113M
16% more capital invested
Capital invested by funds: $20.6B → $23.9B (+$3.27B)
1.39% more ownership
Funds ownership: 81.5% → 82.89% (+1.4%)
1% less funds holding
Funds holding: 1,039 → 1,033 (-6)
1% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 101
35% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 447
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$909M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$71.8M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$68.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$51.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$149M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$95.8M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$83.5M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$73.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$67.8M |
TRV Hedge Fund Activity: Q2 2020 in Review
1,033 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2020, worth a combined $23.9B — up 16% from $20.6B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of TRV and 100 opened new positions — a net loss of 1 holder — while 447 trimmed existing stakes and 292 added.
The largest buyer was Capital International Investors, adding an estimated $909M. The largest seller was BlackRock, cutting an estimated $149M.
- 1,033 institutional investors held Travelers Companies (TRV) as of Q2 2020, down from 1,039 in Q1 2020.
- Funds reported $23.9B of Travelers Companies stock for Q2 2020, up 16% quarter-over-quarter.
- 100 funds opened new Travelers Companies positions in Q2 2020 and 101 closed out, a net change of -1 holder.
- The largest Travelers Companies buyer in Q2 2020 was Capital International Investors, an estimated $909M added.
- The largest Travelers Companies seller in Q2 2020 was BlackRock, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2020.