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Travelers Companies

966 hedge funds and large institutions have $25.7B invested in Travelers Companies in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 311 increasing their positions, 401 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

7% more call options, than puts

Call options by funds: $156M | Put options by funds: $147M

0% less funds holding

Funds holding: 970966 (-4)

0.84% less ownership

Funds ownership: 79.27%78.43% (-0.84%)

7% less capital invested

Capital invested by funds: $27.6B → $25.7B (-$1.83B)

22% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 401

45% less funds holding in top 10

Funds holding in top 10: 2916 (-13)

Holders
966
Holders Change
-4
Holders Change %
-0.41%
% of All Funds
25.77%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.43%
New
60
Increased
311
Reduced
401
Closed
52
Calls
$156M
Puts
$147M
Net Calls
+$9.79M
Net Calls Change
+$5.89M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
126
National Pension Service
South Korea
$24.1M +$1.97M +16,818 +9%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.7M +$265K +2,260 +1%
PI
128
PGGM Investments
Netherlands
$23.6M -$110K -938 -0.5%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$23.3M +$577K +4,930 +2%
VRS
130
Virginia Retirement Systems
Virginia
$23.1M
Natixis Advisors
131
Natixis Advisors
Massachusetts
$23.1M -$799K -6,821 -3%
MIH
132
Madison Investment Holdings
Wisconsin
$22.9M +$704K +6,012 +3%
ACI
133
AMP Capital Investors
Australia
$22.4M -$2.57M -21,966 -10%
Dodge & Cox
134
Dodge & Cox
California
$22.4M -$205K -1,750 -0.9%
First Manhattan
135
First Manhattan
New York
$21.8M -$154K -1,318 -0.7%
CCMH
136
Cornerstone Capital Management Holdings
New York
$21.6M -$2.23M -19,083 -9%
SB
137
Suntrust Banks
Georgia
$21.2M +$571K +4,877 +3%
MI
138
Markston International
New York
$21.1M -$1.58M -13,482 -7%
SO
139
STRS Ohio
Ohio
$20.9M -$637K -5,440 -3%
PI
140
Putnam Investments
Massachusetts
$20.9M +$8.71M +74,392 +69%
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.8M -$5.29M -45,150 -20%
AIMCA
142
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.8M
MAM
143
Martingale Asset Management
Massachusetts
$20.5M -$3.97M -33,877 -16%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$19.4M -$4.69M -40,089 -19%
M&T Bank
145
M&T Bank
New York
$18.5M +$19.1K +163 +0.1%
SGAM
146
Smith Group Asset Management
Texas
$18.4M -$601K -5,132 -3%
ANI
147
American National Insurance
Texas
$18.4M
WBC
148
Westpac Banking Corp
Australia
$18.3M -$4.27M -36,447 -19%
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$18.3M -$4.58M -39,152 -20%
SAM
150
Shell Asset Management
Netherlands
$18.3M +$18.7M +159,580 New

TRV Hedge Fund Activity: Q3 2016 in Review

966 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2016, worth a combined $25.7B — down 6.7% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TRV positions and 52 closed out — a net gain of 8 holders — while 311 added to existing stakes and 401 trimmed.

The largest buyer was BlackRock Group, adding an estimated $105M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $170M.

  • 966 institutional investors held Travelers Companies (TRV) as of Q3 2016, down from 970 in Q2 2016.
  • Funds reported $25.7B of Travelers Companies stock for Q3 2016, down 6.7% quarter-over-quarter.
  • 60 funds opened new Travelers Companies positions in Q3 2016 and 52 closed out, a net change of +8 holders.
  • The largest Travelers Companies buyer in Q3 2016 was BlackRock Group, an estimated $105M added.
  • The largest Travelers Companies seller in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $170M sold.

Based on aggregated 13F filings for Q3 2016.