Travelers Companies
842 hedge funds and large institutions have $24.4B invested in Travelers Companies in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 290 increasing their positions, 344 reducing their positions, and 69 closing their positions.
1.43% more ownership
Funds ownership: 79.85% → 81.29% (+1.4%)
7% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 69
0% less funds holding
Funds holding: 846 → 842 (-4)
5% less call options, than puts
Call options by funds: $108M | Put options by funds: $114M
7% less capital invested
Capital invested by funds: $26.3B → $24.4B (-$1.95B)
16% less repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 344
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$213M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$200M |
| 3 |
JP Morgan Chase
New York
|
+$130M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$97M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$75.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$349M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$197M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$150M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$98.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$88.3M |
TRV Hedge Fund Activity: Q1 2014 in Review
842 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2014, worth a combined $24.4B — down 7.4% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new TRV positions and 69 closed out — a net gain of 5 holders — while 290 added to existing stakes and 344 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $213M. The largest seller was Macquarie Group, cutting an estimated $349M.
- 842 institutional investors held Travelers Companies (TRV) as of Q1 2014, down from 846 in Q4 2013.
- Funds reported $24.4B of Travelers Companies stock for Q1 2014, down 7.4% quarter-over-quarter.
- 74 funds opened new Travelers Companies positions in Q1 2014 and 69 closed out, a net change of +5 holders.
- The largest Travelers Companies buyer in Q1 2014 was Massachusetts Financial Services, an estimated $213M added.
- The largest Travelers Companies seller in Q1 2014 was Macquarie Group, an estimated $349M sold.
Based on aggregated 13F filings for Q1 2014.