Travelers Companies
1,165 hedge funds and large institutions have $31.5B invested in Travelers Companies in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 412 reducing their positions, and 73 closing their positions.
78% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 73
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
24% more call options, than puts
Call options by funds: $95.3M | Put options by funds: $77.1M
6% more capital invested
Capital invested by funds: $29.6B → $31.5B (+$1.86B)
4% more funds holding
Funds holding: 1,121 → 1,165 (+44)
0.35% less ownership
Funds ownership: 83.39% → 83.04% (-0.35%)
8% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 412
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$215M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$200M |
| 3 |
State Street
Boston,
Massachusetts
|
+$136M |
| 4 |
CCM
Cullen Capital Management
New York
|
+$72.9M |
| 5 |
BlackRock
New York
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$364M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$131M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$105M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$89.3M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$70.9M |
TRV Hedge Fund Activity: Q1 2021 in Review
1,165 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2021, worth a combined $31.5B — up 6.3% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new TRV positions and 73 closed out — a net gain of 57 holders — while 379 added to existing stakes and 412 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $215M. The largest seller was Massachusetts Financial Services, cutting an estimated $364M.
- 1,165 institutional investors held Travelers Companies (TRV) as of Q1 2021, up from 1,121 in Q4 2020.
- Funds reported $31.5B of Travelers Companies stock for Q1 2021, up 6.3% quarter-over-quarter.
- 130 funds opened new Travelers Companies positions in Q1 2021 and 73 closed out, a net change of +57 holders.
- The largest Travelers Companies buyer in Q1 2021 was Fidelity Investments, an estimated $215M added.
- The largest Travelers Companies seller in Q1 2021 was Massachusetts Financial Services, an estimated $364M sold.
Based on aggregated 13F filings for Q1 2021.