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Travelers Companies
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Overview Fund Activity

844 hedge funds and large institutions have $26.7B invested in Travelers Companies in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 278 increasing their positions, 327 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+63
Holders Change %
+8.07%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
113
Increased
278
Reduced
327
Closed
44
Calls
$114M
Puts
$139M
Net Calls
-$24.8M
Net Calls Change
-$54.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
$53.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
$449M
4
PI
Putnam Investments
Massachusetts
$48.5M
5
Macquarie Group
Macquarie Group
Australia
$420M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$871M
2
EVM
Eaton Vance Management
Massachusetts
$37.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$422M
4
BA
BlackRock Advisors
Delaware
$774M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$991M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
576
Brave Asset Management
New Jersey
$594K +$594K +6,566 New
CWM
577
Concert Wealth Management
California
$579K -$58.7K -653 -9%
DWA
578
Douglass Winthrop Advisors
New York
$573K +$7.24K +80 +1%
RMDI
579
R.M. Davis Inc
Maine
$562K +$31K +343 +6%
Wellington Management Group
580
Wellington Management Group
Massachusetts
$557K – – –
AWS
581
Aris Wealth Services
Pennsylvania
$553K +$23.5K +260 +4%
PWLP
582
Prio Wealth Limited Partnership
Massachusetts
$552K – – –
JWM
583
Jacobus Wealth Management
Wisconsin
$549K +$85.5K +945 +18%
CAM
584
Cubic Asset Management
Massachusetts
$531K – – –
Toronto Dominion Bank
585
Toronto Dominion Bank
Ontario, Canada
$527K +$522K +5,773 +11,546%
WB
586
WesBanco Bank
West Virginia
$525K – – –
BBA
587
BLB&B Advisors
Pennsylvania
$525K +$5.43K +60 +1%
CAN
588
Cetera Advisor Networks
California
$522K +$168K +1,877 +48%
FTIOP
589
Fiduciary Trust International of Pennsylvania
Pennsylvania
$518K – – –
NIM
590
NuWave Investment Management
New Jersey
$509K -$239K -2,637 -32%
CIA
591
Choate Investment Advisors
Massachusetts
$509K +$64.3K +710 +14%
AIMCA
592
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$507K +$281K +3,100 +124%
P
593
Pitcairn
Pennsylvania
$503K -$30.6K -338 -6%
CK
594
Carnick & Kubik
Colorado
$499K +$499K +5,510 New
ID
595
Integral Derivatives
New York
$492K +$492K +5,435 New
JFGIW
596
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$490K +$43K +475 +10%
RIM
597
Regent Investment Management
Kentucky
$489K – – –
PSUF
598
People's United Financial
Connecticut
$487K -$22.8K -252 -4%
EFS
599
Essex Financial Services
Connecticut
$484K +$2.99K +33 +0.6%
LCM
600
LVM Capital Management
Michigan
$471K – – –
22 23
24
25 26