Travelers Companies
TRV
1,271 hedge funds and large institutions have $36B invested in Travelers Companies in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 425 increasing their positions, 440 reducing their positions, and 83 closing their positions.
81% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 83
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
15% more capital invested
Capital invested by funds: $31.3B → $36B (+$4.68B)
4% more funds holding
Funds holding: 1,222 → 1,271 (+49)
0.25% more ownership
Funds ownership: 81.39% → 81.64% (+0.25%)
3% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 440
44% less call options, than puts
Call options by funds: $117M | Put options by funds: $209M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$569M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$267M |
| 3 |
JP Morgan Chase
New York
|
+$79M |
| 4 |
Millennium Management
New York
|
+$62.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$388M |
| 2 |
Barclays
London,
United Kingdom
|
-$191M |
| 3 |
BlackRock
New York
|
-$179M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$139M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$125M |
TRV Hedge Fund Activity: Q1 2022 in Review
1,271 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2022, worth a combined $36B — up 15% from $31.3B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new TRV positions and 83 closed out — a net gain of 67 holders — while 425 added to existing stakes and 440 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $569M. The largest seller was Capital International Investors, cutting an estimated $388M.
- 1,271 institutional investors held Travelers Companies (TRV) as of Q1 2022, up from 1,222 in Q4 2021.
- Funds reported $36B of Travelers Companies stock for Q1 2022, up 15% quarter-over-quarter.
- 150 funds opened new Travelers Companies positions in Q1 2022 and 83 closed out, a net change of +67 holders.
- The largest Travelers Companies buyer in Q1 2022 was Fidelity Investments, an estimated $569M added.
- The largest Travelers Companies seller in Q1 2022 was Capital International Investors, an estimated $388M sold.
Based on aggregated 13F filings for Q1 2022.