Travelers Companies
1,104 hedge funds and large institutions have $29.6B invested in Travelers Companies in 2017 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 326 increasing their positions, 403 reducing their positions, and 61 closing their positions.
170% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 61
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
11% more capital invested
Capital invested by funds: $26.7B → $29.6B (+$2.89B)
10% more funds holding
Funds holding: 1,007 → 1,104 (+97)
9% more call options, than puts
Call options by funds: $213M | Put options by funds: $196M
0.94% more ownership
Funds ownership: 78.87% → 79.81% (+0.94%)
19% less repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 403
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$256M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$130M |
| 3 |
State Street
Boston,
Massachusetts
|
+$97.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$71.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$164M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$92.5M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$91.8M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$86.4M |
| 5 |
Two Sigma Advisers
New York
|
-$74.5M |
TRV Hedge Fund Activity: Q4 2017 in Review
1,104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2017, worth a combined $29.6B — up 11% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new TRV positions and 61 closed out — a net gain of 104 holders — while 326 added to existing stakes and 403 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $256M. The largest seller was Bank of America, cutting an estimated $164M.
- 1,104 institutional investors held Travelers Companies (TRV) as of Q4 2017, up from 1,007 in Q3 2017.
- Funds reported $29.6B of Travelers Companies stock for Q4 2017, up 11% quarter-over-quarter.
- 165 funds opened new Travelers Companies positions in Q4 2017 and 61 closed out, a net change of +104 holders.
- The largest Travelers Companies buyer in Q4 2017 was Wellington Management Group, an estimated $256M added.
- The largest Travelers Companies seller in Q4 2017 was Bank of America, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2017.