Travelers Companies
1,038 hedge funds and large institutions have $20.6B invested in Travelers Companies in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 335 increasing their positions, 458 reducing their positions, and 191 closing their positions.
38% more call options, than puts
Call options by funds: $111M | Put options by funds: $80.1M
1.28% more ownership
Funds ownership: 80.12% → 81.4% (+1.3%)
11% less funds holding
Funds holding: 1,166 → 1,038 (-128)
27% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 458
27% less capital invested
Capital invested by funds: $28.3B → $20.6B (-$7.71B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
60% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$485M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$254M |
| 3 |
First Eagle Investment Management
New York
|
+$159M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$88M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$71.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$137M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$128M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$103M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$100M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$95.9M |
TRV Hedge Fund Activity: Q1 2020 in Review
1,038 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2020, worth a combined $20.6B — down 27% from $28.3B a quarter earlier.
Sellers outnumbered buyers: 191 funds closed out of TRV and 77 opened new positions — a net loss of 114 holders — while 458 trimmed existing stakes and 335 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $485M. The largest seller was JP Morgan Chase, cutting an estimated $137M.
- 1,038 institutional investors held Travelers Companies (TRV) as of Q1 2020, down from 1,166 in Q4 2019.
- Funds reported $20.6B of Travelers Companies stock for Q1 2020, down 27% quarter-over-quarter.
- 77 funds opened new Travelers Companies positions in Q1 2020 and 191 closed out, a net change of -114 holders.
- The largest Travelers Companies buyer in Q1 2020 was Capital International Investors, an estimated $485M added.
- The largest Travelers Companies seller in Q1 2020 was JP Morgan Chase, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2020.