Travelers Companies
1,254 hedge funds and large institutions have $30.5B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 443 increasing their positions, 483 reducing their positions, and 110 closing their positions.
0.18% less ownership
Funds ownership: 81.48% → 81.3% (-0.18%)
7% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 110
8% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 483
2% less funds holding
Funds holding: 1,281 → 1,254 (-27)
6% less capital invested
Capital invested by funds: $32.5B → $30.5B (-$1.99B)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
15% less call options, than puts
Call options by funds: $108M | Put options by funds: $127M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$118M |
| 2 |
ClearBridge Investments
New York
|
+$104M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$95.4M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$81.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$79.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$655M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
-$115M |
| 3 |
State Street
Boston,
Massachusetts
|
-$94M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$79.8M |
| 5 |
JP Morgan Chase
New York
|
-$71.3M |
TRV Hedge Fund Activity: Q3 2023 in Review
1,254 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2023, worth a combined $30.5B — down 6.1% from $32.5B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of TRV and 102 opened new positions — a net loss of 8 holders — while 483 trimmed existing stakes and 443 added.
The largest buyer was Millennium Management, adding an estimated $118M. The largest seller was Fidelity Investments, cutting an estimated $655M.
- 1,254 institutional investors held Travelers Companies (TRV) as of Q3 2023, down from 1,281 in Q2 2023.
- Funds reported $30.5B of Travelers Companies stock for Q3 2023, down 6.1% quarter-over-quarter.
- 102 funds opened new Travelers Companies positions in Q3 2023 and 110 closed out, a net change of -8 holders.
- The largest Travelers Companies buyer in Q3 2023 was Millennium Management, an estimated $118M added.
- The largest Travelers Companies seller in Q3 2023 was Fidelity Investments, an estimated $655M sold.
Based on aggregated 13F filings for Q3 2023.