Travelers Companies
1,126 hedge funds and large institutions have $30.7B invested in Travelers Companies in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 422 increasing their positions, 381 reducing their positions, and 99 closing their positions.
23% more call options, than puts
Call options by funds: $91.9M | Put options by funds: $74.8M
11% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 381
0.83% less ownership
Funds ownership: 83.12% → 82.28% (-0.83%)
2% less capital invested
Capital invested by funds: $31.4B → $30.7B (-$646M)
3% less funds holding
Funds holding: 1,165 → 1,126 (-39)
27% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 99
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$64.5M |
| 2 |
Morgan Stanley
New York
|
+$60.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$60.4M |
| 4 |
JP Morgan Chase
New York
|
+$50M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$330M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$169M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$138M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$116M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.9M |
TRV Hedge Fund Activity: Q2 2021 in Review
1,126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2021, worth a combined $30.7B — down 2.1% from $31.4B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of TRV and 72 opened new positions — a net loss of 27 holders — while 381 trimmed existing stakes and 422 added.
The largest buyer was AQR Capital Management, adding an estimated $64.5M. The largest seller was Wellington Management Group, cutting an estimated $330M.
- 1,126 institutional investors held Travelers Companies (TRV) as of Q2 2021, down from 1,165 in Q1 2021.
- Funds reported $30.7B of Travelers Companies stock for Q2 2021, down 2.1% quarter-over-quarter.
- 72 funds opened new Travelers Companies positions in Q2 2021 and 99 closed out, a net change of -27 holders.
- The largest Travelers Companies buyer in Q2 2021 was AQR Capital Management, an estimated $64.5M added.
- The largest Travelers Companies seller in Q2 2021 was Wellington Management Group, an estimated $330M sold.
Based on aggregated 13F filings for Q2 2021.