Travelers Companies
1,143 hedge funds and large institutions have $31.2B invested in Travelers Companies in 2019 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 373 increasing their positions, 439 reducing their positions, and 67 closing their positions.
60% more call options, than puts
Call options by funds: $178M | Put options by funds: $111M
31% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 67
1% more funds holding
Funds holding: 1,130 → 1,143 (+13)
2% less capital invested
Capital invested by funds: $31.9B → $31.2B (-$733M)
1.02% less ownership
Funds ownership: 81.75% → 80.72% (-1%)
15% less repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 439
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$45.1M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$43.6M |
| 4 |
Morgan Stanley
New York
|
+$28.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$317M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$77.2M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$59.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$52.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$49.5M |
TRV Hedge Fund Activity: Q3 2019 in Review
1,143 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2019, worth a combined $31.2B — down 2.3% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new TRV positions and 67 closed out — a net gain of 21 holders — while 373 added to existing stakes and 439 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $73M. The largest seller was Fidelity Investments, cutting an estimated $317M.
- 1,143 institutional investors held Travelers Companies (TRV) as of Q3 2019, up from 1,130 in Q2 2019.
- Funds reported $31.2B of Travelers Companies stock for Q3 2019, down 2.3% quarter-over-quarter.
- 88 funds opened new Travelers Companies positions in Q3 2019 and 67 closed out, a net change of +21 holders.
- The largest Travelers Companies buyer in Q3 2019 was AQR Capital Management, an estimated $73M added.
- The largest Travelers Companies seller in Q3 2019 was Fidelity Investments, an estimated $317M sold.
Based on aggregated 13F filings for Q3 2019.