Travelers Companies
TRV
1,122 hedge funds and large institutions have $29.6B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 310 increasing their positions, 423 reducing their positions, and 72 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
168% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 72
30% more capital invested
Capital invested by funds: $22.7B → $29.6B (+$6.89B)
10% more funds holding
Funds holding: 1,019 → 1,122 (+103)
2% more call options, than puts
Call options by funds: $105M | Put options by funds: $103M
0.42% more ownership
Funds ownership: 83.02% → 83.44% (+0.42%)
27% less repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 423
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$354M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 3 |
ClearBridge Investments
New York
|
+$76.8M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$65.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$84.2M |
| 2 |
JP Morgan Chase
New York
|
-$67.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$67.6M |
| 4 |
Millennium Management
New York
|
-$54.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$54.2M |
TRV Hedge Fund Activity: Q4 2020 in Review
1,122 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2020, worth a combined $29.6B — up 30% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 193 funds opened new TRV positions and 72 closed out — a net gain of 121 holders — while 310 added to existing stakes and 423 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $354M. The largest seller was Goldman Sachs, cutting an estimated $84.2M.
- 1,122 institutional investors held Travelers Companies (TRV) as of Q4 2020, up from 1,019 in Q3 2020.
- Funds reported $29.6B of Travelers Companies stock for Q4 2020, up 30% quarter-over-quarter.
- 193 funds opened new Travelers Companies positions in Q4 2020 and 72 closed out, a net change of +121 holders.
- The largest Travelers Companies buyer in Q4 2020 was T. Rowe Price Associates, an estimated $354M added.
- The largest Travelers Companies seller in Q4 2020 was Goldman Sachs, an estimated $84.2M sold.
Based on aggregated 13F filings for Q4 2020.