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Travelers Companies
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Overview Fund Activity

1,034 hedge funds and large institutions have $20.6B invested in Travelers Companies in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 335 increasing their positions, 457 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-127
Holders Change %
-10.94%
% of All Funds
22.84%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
76
Increased
335
Reduced
457
Closed
191
Calls
$111M
Puts
$80.1M
Net Calls
+$30.4M
Net Calls Change
-$8.47M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$127M
4
NI
Nuance Investments
Missouri
+$70.3M
5
Norges Bank
Norges Bank
Norway
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$95.9M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
Boston Partners
Boston Partners
Massachusetts
-$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
501
Dynamic Advisor Solutions
Arizona
$783K +$164K +1,648 +26%
MYAM
502
Meiji Yasuda Asset Management
Japan
$777K -$1.38M -13,916 -64%
HDIM
503
Hanson & Doremus Investment Management
Vermont
$777K +$108K +1,085 +16%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K +$170K +1,710 +28%
SPC
505
Sigma Planning Corp
Michigan
$771K -$392K -3,942 -34%
WJWM
506
Williams Jones Wealth Management
New York
$770K – – –
RC
507
Roundview Capital
New Jersey
$766K -$317K -3,197 -29%
PCA
508
Peddock Capital Advisors
Massachusetts
$764K -$9.54K -96 -1%
VFA
509
Voya Financial Advisors
Connecticut
$759K -$70.5K -687 -9%
OFS
510
Orrstown Financial Services
Pennsylvania
$759K -$8.54K -86 -1%
FMBTD
511
First Midwest Bank Trust Division
Illinois
$756K -$13.6K -137 -2%
SIM
512
Sentry Investment Management
Wisconsin
$753K -$837K -8,418 -53%
RMC
513
Resources Management Corp
Connecticut
$753K +$7.75K +78 +1%
HGWM
514
Horst & Graben Wealth Management
Oregon
$750K +$750K +7,551 New
BB
515
Busey Bank
Illinois
$747K +$24.6K +248 +3%
BRWA
516
B. Riley Wealth Advisors
Florida
$739K +$320K +3,222 +76%
CWM
517
Connecticut Wealth Management
Connecticut
$738K -$8.84K -89 -1%
IMOV
518
Investment Management of Virginia
Virginia
$724K -$75.5K -760 -9%
CI
519
Cigna Investments
Connecticut
$718K +$44.7K +450 +7%
PA
520
Profund Advisors
Maryland
$717K -$430K -4,323 -37%
CEP
521
Chicago Equity Partners
Illinois
$711K -$156K -1,565 -18%
PA
522
Parallel Advisors
California
$708K +$124K +1,245 +21%
JCM
523
Jacobi Capital Management
Pennsylvania
$706K -$7.25K -73 -1%
ACM
524
Academy Capital Management
Texas
$705K -$18.9K -190 -3%
IRF
525
IBM Retirement Fund
New York
$701K +$224K +2,259 +47%
19 20
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