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Travelers Companies

1,014 hedge funds and large institutions have $22.6B invested in Travelers Companies in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 421 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-14
Holders Change %
-1.36%
% of All Funds
20.51%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
82
Increased
314
Reduced
421
Closed
92
Calls
$142M
Puts
$87.6M
Net Calls
+$54.8M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
576
Osborne Partners Capital Management
California
$529K -$8.12K -75 -2%
MOS
577
MGO One Seven
Ohio
$528K -$119K -1,098 -18%
DAS
578
Dynamic Advisor Solutions
Arizona
$524K -$451K -4,167 -46%
SP
579
Symmetry Partners
Connecticut
$520K +$520K +4,808 New
NPP
580
New Potomac Partners
Maryland
$517K -$328K -3,030 -39%
WJWM
581
Williams Jones Wealth Management
New York
$514K -$325K -3,000 -39%
PT
582
Plimoth Trust
Massachusetts
$514K -$23.3K -215 -4%
MAP
583
Moody Aldrich Partners
Massachusetts
$509K
NIM
584
NuWave Investment Management
New Jersey
$509K +$508K +4,695 +52,167%
BRWA
585
B. Riley Wealth Advisors
Florida
$504K -$167K -1,540 -25%
CG
586
Caprock Group
Idaho
$504K -$12.1K -112 -2%
CIA
587
Choate Investment Advisors
Massachusetts
$503K -$38.4K -355 -7%
HAG
588
HighPoint Advisor Group
Illinois
$498K +$91.4K +717 +22%
EFS
589
Essex Financial Services
Connecticut
$497K +$23.2K +214 +5%
GT
590
Glenview Trust
Kentucky
$491K
HI
591
Horizon Investments
North Carolina
$487K +$487K +4,498 New
BOS
592
Bank of Stockton
California
$484K -$24.3K -225 -5%
FNBT
593
FineMark National Bank & Trust
Florida
$483K +$13.7K +127 +3%
MFG
594
Merit Financial Group
Georgia
$482K -$13.5K -125 -3%
AWM
595
Altium Wealth Management
New York
$481K -$5.52K -51 -1%
LOAMS
596
Lombard Odier Asset Management (Switzerland)
Switzerland
$479K +$479K +4,430 New
SDJVC
597
St. Denis J. Villere & Co
Louisiana
$475K
ANRIA
598
American National Registered Investment Advisor
Texas
$473K
BBA
599
BLB&B Advisors
Pennsylvania
$470K -$8.11K -75 -2%
RI
600
Ridgewood Investments
New Jersey
$466K -$49.8K -461 -10%