Travelers Companies
1,281 hedge funds and large institutions have $32.5B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 461 increasing their positions, 455 reducing their positions, and 92 closing their positions.
34% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 92
32% more call options, than puts
Call options by funds: $125M | Put options by funds: $94.5M
2% more funds holding
Funds holding: 1,258 → 1,281 (+23)
1% more repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 455
1% more capital invested
Capital invested by funds: $32.2B → $32.5B (+$249M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.45% less ownership
Funds ownership: 81.93% → 81.48% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$180M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
+$121M |
| 3 |
Barclays
London,
United Kingdom
|
+$111M |
| 4 |
Morgan Stanley
New York
|
+$97.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$93.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$385M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$323M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$322M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$243M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$64.9M |
TRV Hedge Fund Activity: Q2 2023 in Review
1,281 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2023, worth a combined $32.5B — up 0.77% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new TRV positions and 92 closed out — a net gain of 31 holders — while 461 added to existing stakes and 455 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $180M. The largest seller was Envestnet Asset Management, cutting an estimated $385M.
- 1,281 institutional investors held Travelers Companies (TRV) as of Q2 2023, up from 1,258 in Q1 2023.
- Funds reported $32.5B of Travelers Companies stock for Q2 2023, up 0.77% quarter-over-quarter.
- 123 funds opened new Travelers Companies positions in Q2 2023 and 92 closed out, a net change of +31 holders.
- The largest Travelers Companies buyer in Q2 2023 was JP Morgan Chase, an estimated $180M added.
- The largest Travelers Companies seller in Q2 2023 was Envestnet Asset Management, an estimated $385M sold.
Based on aggregated 13F filings for Q2 2023.