Travelers Companies
1,100 hedge funds and large institutions have $29.9B invested in Travelers Companies in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 454 reducing their positions, and 85 closing their positions.
95% more call options, than puts
Call options by funds: $177M | Put options by funds: $91M
11% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 85
1% more capital invested
Capital invested by funds: $29.6B → $29.9B (+$312M)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0% less funds holding
Funds holding: 1,104 → 1,100 (-4)
0.37% less ownership
Funds ownership: 79.81% → 79.44% (-0.37%)
32% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 454
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$629M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$200M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$190M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$164M |
| 5 |
BlackRock
New York
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$403M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$342M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$128M |
| 4 |
State Street
Boston,
Massachusetts
|
-$122M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$79.2M |
TRV Hedge Fund Activity: Q1 2018 in Review
1,100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2018, worth a combined $29.9B — up 1.1% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new TRV positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 454 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was Citadel Advisors, cutting an estimated $403M.
- 1,100 institutional investors held Travelers Companies (TRV) as of Q1 2018, down from 1,104 in Q4 2017.
- Funds reported $29.9B of Travelers Companies stock for Q1 2018, up 1.1% quarter-over-quarter.
- 94 funds opened new Travelers Companies positions in Q1 2018 and 85 closed out, a net change of +9 holders.
- The largest Travelers Companies buyer in Q1 2018 was Fidelity Investments, an estimated $629M added.
- The largest Travelers Companies seller in Q1 2018 was Citadel Advisors, an estimated $403M sold.
Based on aggregated 13F filings for Q1 2018.