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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
601
Dorsey & Whitney Trust
South Dakota
$456K -$9.81K -86 -2%
SKK
602
Shepherd Kaplan Krochuk
Massachusetts
$456K – – –
SCM
603
Sterneck Capital Management
Missouri
$456K – – –
AWC
604
Abundance Wealth Counselors
Pennsylvania
$456K +$456K +3,996 New
CAM
605
Cresset Asset Management
Illinois
$454K -$68.2K -598 -13%
FNFDCM
606
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$453K -$18K -158 -4%
LCM
607
LVM Capital Management
Michigan
$451K -$9.12K -80 -2%
SA
608
Strategic Advisors
New York
$450K -$196K -1,605 -30%
IA
609
IFG Advisory
Georgia
$450K +$27.5K +242 +7%
IPW
610
Inlet Private Wealth
Florida
$445K – – –
EI
611
Ethic Inc
New York
$442K +$190K +1,662 +75%
BSW
612
Buckingham Strategic Wealth
Missouri
$440K +$50.4K +442 +13%
SWP
613
Stratos Wealth Partners
Ohio
$436K -$50.2K -440 -10%
CCP
614
Corient Capital Partners
California
$436K +$12.9K +113 +3%
CF
615
Copperwynd Financial
Arizona
$432K -$26.1K -229 -6%
JWBC
616
J.W. Burns & Co
New York
$432K +$4.67K +41 +1%
RWM
617
RBA Wealth Management
California
$430K -$145K -1,272 -25%
TCOT
618
Trust Company of Toledo
Ohio
$429K – – –
JFA
619
JNBA Financial Advisors
Minnesota
$429K – – –
GWM
620
Geneos Wealth Management
Colorado
$427K +$17.2K +155 +4%
PCM
621
Parsons Capital Management
Rhode Island
$422K +$2.74K +24 +0.7%
CCM
622
Carlson Capital Management
Minnesota
$422K +$174K +1,533 +70%
OIA
623
OneDigital Investment Advisors
Kansas
$420K -$38.2K -335 -8%
SYBT
624
Stock Yards Bank & Trust
Kentucky
$420K – – –
CNB
625
Camden National Bank
Maine
$418K – – –
23 24
25
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