Travelers Companies
1,284 hedge funds and large institutions have $32.5B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 461 increasing their positions, 458 reducing their positions, and 92 closing their positions.
33% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 92
32% more call options, than puts
Call options by funds: $125M | Put options by funds: $94.5M
2% more funds holding
Funds holding: 1,262 → 1,284 (+22)
1% more capital invested
Capital invested by funds: $32.2B → $32.5B (+$229M)
1% more repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 458
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.84% less ownership
Funds ownership: 81.95% → 81.11% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$180M |
| 2 |
Barclays
London,
United Kingdom
|
+$111M |
| 3 |
Morgan Stanley
New York
|
+$97.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$93.8M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$385M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$323M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$322M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$243M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$64.9M |
TRV Hedge Fund Activity: Q2 2023 in Review
1,284 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2023, worth a combined $32.5B — up 0.71% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new TRV positions and 92 closed out — a net gain of 30 holders — while 461 added to existing stakes and 458 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $180M. The largest seller was Envestnet Asset Management, cutting an estimated $385M.
- 1,284 institutional investors held Travelers Companies (TRV) as of Q2 2023, up from 1,262 in Q1 2023.
- Funds reported $32.5B of Travelers Companies stock for Q2 2023, up 0.71% quarter-over-quarter.
- 122 funds opened new Travelers Companies positions in Q2 2023 and 92 closed out, a net change of +30 holders.
- The largest Travelers Companies buyer in Q2 2023 was JP Morgan Chase, an estimated $180M added.
- The largest Travelers Companies seller in Q2 2023 was Envestnet Asset Management, an estimated $385M sold.
Based on aggregated 13F filings for Q2 2023.