Travelers Companies
1,165 hedge funds and large institutions have $28.3B invested in Travelers Companies in 2019 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 340 increasing their positions, 474 reducing their positions, and 94 closing their positions.
44% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 94
32% more call options, than puts
Call options by funds: $159M | Put options by funds: $120M
2% more funds holding
Funds holding: 1,143 → 1,165 (+22)
0.61% less ownership
Funds ownership: 80.72% → 80.12% (-0.61%)
9% less capital invested
Capital invested by funds: $31.2B → $28.3B (-$2.91B)
28% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 474
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$311M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$156M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$127M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$117M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$769M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$239M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$89.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$73M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$64.6M |
TRV Hedge Fund Activity: Q4 2019 in Review
1,165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2019, worth a combined $28.3B — down 9.3% from $31.2B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new TRV positions and 94 closed out — a net gain of 41 holders — while 340 added to existing stakes and 474 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $311M. The largest seller was Berkshire Hathaway, cutting an estimated $769M.
- 1,165 institutional investors held Travelers Companies (TRV) as of Q4 2019, up from 1,143 in Q3 2019.
- Funds reported $28.3B of Travelers Companies stock for Q4 2019, down 9.3% quarter-over-quarter.
- 135 funds opened new Travelers Companies positions in Q4 2019 and 94 closed out, a net change of +41 holders.
- The largest Travelers Companies buyer in Q4 2019 was Fidelity Investments, an estimated $311M added.
- The largest Travelers Companies seller in Q4 2019 was Berkshire Hathaway, an estimated $769M sold.
Based on aggregated 13F filings for Q4 2019.