Travelers Companies
TRV
1,326 hedge funds and large institutions have $36.7B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 439 increasing their positions, 462 reducing their positions, and 102 closing their positions.
86% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 102
21% more capital invested
Capital invested by funds: $30.5B → $36.7B (+$6.26B)
6% more funds holding
Funds holding: 1,255 → 1,326 (+71)
3.37% more ownership
Funds ownership: 81.3% → 84.67% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 462
28% less call options, than puts
Call options by funds: $121M | Put options by funds: $167M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$756M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$423M |
| 3 |
JP Morgan Chase
New York
|
+$385M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$259M |
| 5 |
BlackRock
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$158M |
| 2 |
Millennium Management
New York
|
-$157M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$138M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$95.6M |
| 5 |
Two Sigma Investments
New York
|
-$66.2M |
TRV Hedge Fund Activity: Q4 2023 in Review
1,326 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2023, worth a combined $36.7B — up 21% from $30.5B a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new TRV positions and 102 closed out — a net gain of 88 holders — while 439 added to existing stakes and 462 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $756M. The largest seller was Invesco, cutting an estimated $158M.
- 1,326 institutional investors held Travelers Companies (TRV) as of Q4 2023, up from 1,255 in Q3 2023.
- Funds reported $36.7B of Travelers Companies stock for Q4 2023, up 21% quarter-over-quarter.
- 190 funds opened new Travelers Companies positions in Q4 2023 and 102 closed out, a net change of +88 holders.
- The largest Travelers Companies buyer in Q4 2023 was Morgan Stanley, an estimated $756M added.
- The largest Travelers Companies seller in Q4 2023 was Invesco, an estimated $158M sold.
Based on aggregated 13F filings for Q4 2023.