Travelers Companies
1,215 hedge funds and large institutions have $32.9B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 453 increasing their positions, 399 reducing their positions, and 124 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 399
0.22% less ownership
Funds ownership: 81.67% → 81.45% (-0.22%)
4% less funds holding
Funds holding: 1,270 → 1,215 (-55)
8% less capital invested
Capital invested by funds: $35.9B → $32.9B (-$2.97B)
15% less call options, than puts
Call options by funds: $124M | Put options by funds: $145M
26% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$225M |
| 2 |
JP Morgan Chase
New York
|
+$201M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$109M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$72.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$64.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$157M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$151M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$126M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$77.3M |
| 5 |
Barclays
London,
United Kingdom
|
-$73.3M |
TRV Hedge Fund Activity: Q2 2022 in Review
1,215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2022, worth a combined $32.9B — down 8.3% from $35.9B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of TRV and 92 opened new positions — a net loss of 32 holders — while 399 trimmed existing stakes and 453 added.
The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was State Street, cutting an estimated $157M.
- 1,215 institutional investors held Travelers Companies (TRV) as of Q2 2022, down from 1,270 in Q1 2022.
- Funds reported $32.9B of Travelers Companies stock for Q2 2022, down 8.3% quarter-over-quarter.
- 92 funds opened new Travelers Companies positions in Q2 2022 and 124 closed out, a net change of -32 holders.
- The largest Travelers Companies buyer in Q2 2022 was Morgan Stanley, an estimated $225M added.
- The largest Travelers Companies seller in Q2 2022 was State Street, an estimated $157M sold.
Based on aggregated 13F filings for Q2 2022.