Travelers Companies
1,198 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 437 reducing their positions, and 111 closing their positions.
0.17% more ownership
Funds ownership: 81.45% → 81.61% (+0.17%)
5% less repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 437
7% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 111
1% less funds holding
Funds holding: 1,216 → 1,198 (-18)
10% less capital invested
Capital invested by funds: $32.9B → $29.5B (-$3.4B)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
36% less call options, than puts
Call options by funds: $112M | Put options by funds: $173M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$250M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$74.9M |
| 3 |
Man Group
London,
United Kingdom
|
+$65M |
| 4 |
Barclays
London,
United Kingdom
|
+$43.5M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$263M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$136M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$86.8M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$86.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$62.8M |
TRV Hedge Fund Activity: Q3 2022 in Review
1,198 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2022, worth a combined $29.5B — down 10% from $32.9B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of TRV and 103 opened new positions — a net loss of 8 holders — while 437 trimmed existing stakes and 414 added.
The largest buyer was JP Morgan Chase, adding an estimated $250M. The largest seller was Capital International Investors, cutting an estimated $263M.
- 1,198 institutional investors held Travelers Companies (TRV) as of Q3 2022, down from 1,216 in Q2 2022.
- Funds reported $29.5B of Travelers Companies stock for Q3 2022, down 10% quarter-over-quarter.
- 103 funds opened new Travelers Companies positions in Q3 2022 and 111 closed out, a net change of -8 holders.
- The largest Travelers Companies buyer in Q3 2022 was JP Morgan Chase, an estimated $250M added.
- The largest Travelers Companies seller in Q3 2022 was Capital International Investors, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2022.