Travelers Companies
1,111 hedge funds and large institutions have $25.3B invested in Travelers Companies in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 322 increasing their positions, 451 reducing their positions, and 86 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
55% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 86
4% more funds holding
Funds holding: 1,073 → 1,111 (+38)
0.72% more ownership
Funds ownership: 79.42% → 80.14% (+0.72%)
8% less capital invested
Capital invested by funds: $27.6B → $25.3B (-$2.3B)
21% less call options, than puts
Call options by funds: $121M | Put options by funds: $152M
29% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 451
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$302M |
| 2 |
First Eagle Investment Management
New York
|
+$213M |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$128M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$97.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$67.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$246M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$152M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$151M |
| 4 |
Two Sigma Investments
New York
|
-$84.6M |
| 5 |
JP Morgan Chase
New York
|
-$66.2M |
TRV Hedge Fund Activity: Q4 2018 in Review
1,111 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2018, worth a combined $25.3B — down 8.3% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new TRV positions and 86 closed out — a net gain of 47 holders — while 322 added to existing stakes and 451 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $246M.
- 1,111 institutional investors held Travelers Companies (TRV) as of Q4 2018, up from 1,073 in Q3 2018.
- Funds reported $25.3B of Travelers Companies stock for Q4 2018, down 8.3% quarter-over-quarter.
- 133 funds opened new Travelers Companies positions in Q4 2018 and 86 closed out, a net change of +47 holders.
- The largest Travelers Companies buyer in Q4 2018 was Berkshire Hathaway, an estimated $302M added.
- The largest Travelers Companies seller in Q4 2018 was Fidelity Investments, an estimated $246M sold.
Based on aggregated 13F filings for Q4 2018.