Travelers Companies
1,130 hedge funds and large institutions have $32B invested in Travelers Companies in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 428 reducing their positions, and 69 closing their positions.
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
58% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 69
29% more call options, than puts
Call options by funds: $167M | Put options by funds: $130M
10% more capital invested
Capital invested by funds: $29B → $32B (+$2.97B)
2% more funds holding
Funds holding: 1,111 → 1,130 (+19)
0.98% more ownership
Funds ownership: 80.73% → 81.71% (+0.98%)
15% less repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 428
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$336M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$207M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$119M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$58.9M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$132M |
| 2 |
BlackRock
New York
|
-$108M |
| 3 |
Primecap Management
Pasadena,
California
|
-$54.8M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$48.3M |
| 5 |
N
Natixis
Paris,
France
|
-$41.2M |
TRV Hedge Fund Activity: Q2 2019 in Review
1,130 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2019, worth a combined $32B — up 10% from $29B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new TRV positions and 69 closed out — a net gain of 40 holders — while 364 added to existing stakes and 428 trimmed.
The largest buyer was Boston Partners, adding an estimated $336M. The largest seller was JP Morgan Chase, cutting an estimated $132M.
- 1,130 institutional investors held Travelers Companies (TRV) as of Q2 2019, up from 1,111 in Q1 2019.
- Funds reported $32B of Travelers Companies stock for Q2 2019, up 10% quarter-over-quarter.
- 109 funds opened new Travelers Companies positions in Q2 2019 and 69 closed out, a net change of +40 holders.
- The largest Travelers Companies buyer in Q2 2019 was Boston Partners, an estimated $336M added.
- The largest Travelers Companies seller in Q2 2019 was JP Morgan Chase, an estimated $132M sold.
Based on aggregated 13F filings for Q2 2019.