Travelers Companies
1,221 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 389 increasing their positions, 404 reducing their positions, and 64 closing their positions.
177% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 64
43% more call options, than puts
Call options by funds: $114M | Put options by funds: $79.7M
8% more funds holding
Funds holding: 1,128 → 1,221 (+93)
1% more capital invested
Capital invested by funds: $30.9B → $31.1B (+$285M)
0.49% less ownership
Funds ownership: 81.89% → 81.4% (-0.49%)
4% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 404
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$302M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$261M |
| 3 |
Barclays
London,
United Kingdom
|
+$139M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$66.3M |
| 5 |
Goldman Sachs
New York
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$760M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$187M |
| 3 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$151M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$108M |
| 5 |
BlackRock
New York
|
-$108M |
TRV Hedge Fund Activity: Q4 2021 in Review
1,221 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2021, worth a combined $31.1B — up 0.92% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new TRV positions and 64 closed out — a net gain of 113 holders — while 389 added to existing stakes and 404 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Capital International Investors, cutting an estimated $760M.
- 1,221 institutional investors held Travelers Companies (TRV) as of Q4 2021, up from 1,128 in Q3 2021.
- Funds reported $31.1B of Travelers Companies stock for Q4 2021, up 0.92% quarter-over-quarter.
- 177 funds opened new Travelers Companies positions in Q4 2021 and 64 closed out, a net change of +113 holders.
- The largest Travelers Companies buyer in Q4 2021 was T. Rowe Price Associates, an estimated $302M added.
- The largest Travelers Companies seller in Q4 2021 was Capital International Investors, an estimated $760M sold.
Based on aggregated 13F filings for Q4 2021.