Travelers Companies
TRV
1,009 hedge funds and large institutions have $26.5B invested in Travelers Companies in 2017 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 409 reducing their positions, and 62 closing their positions.
71% more call options, than puts
Call options by funds: $193M | Put options by funds: $113M
42% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 62
2% more funds holding
Funds holding: 994 → 1,009 (+15)
0.16% more ownership
Funds ownership: 78.44% → 78.6% (+0.16%)
3% less capital invested
Capital invested by funds: $27.3B → $26.5B (-$751M)
19% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 409
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.35B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$235M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$78.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$76.1M |
| 5 |
Two Sigma Advisers
New York
|
+$55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$176M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$160M |
| 3 |
JP Morgan Chase
New York
|
-$98.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$93.9M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$63.3M |
TRV Hedge Fund Activity: Q1 2017 in Review
1,009 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2017, worth a combined $26.5B — down 2.8% from $27.3B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new TRV positions and 62 closed out — a net gain of 26 holders — while 330 added to existing stakes and 409 trimmed.
The largest buyer was BlackRock, adding an estimated $2.35B. The largest seller was ClearBridge Investments, cutting an estimated $176M.
- 1,009 institutional investors held Travelers Companies (TRV) as of Q1 2017, up from 994 in Q4 2016.
- Funds reported $26.5B of Travelers Companies stock for Q1 2017, down 2.8% quarter-over-quarter.
- 88 funds opened new Travelers Companies positions in Q1 2017 and 62 closed out, a net change of +26 holders.
- The largest Travelers Companies buyer in Q1 2017 was BlackRock, an estimated $2.35B added.
- The largest Travelers Companies seller in Q1 2017 was ClearBridge Investments, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2017.