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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.

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

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$871M
2
EVM
2
Eaton Vance Management
Massachusetts
$37.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$422M
4
BA
4
BlackRock Advisors
Delaware
$774M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$991M
Name Market Value Shares Shares
Change 		Shares
Change %
BFO
651
Boston Family Office
Massachusetts
$315K 3,483 – –
SAA
652
Southeast Asset Advisors
Georgia
$308K 3,400 – –
PFBT
653
Parkside Financial Bank & Trust
Missouri
$306K 3,379 +949 +39%
JWBC
654
J.W. Burns & Co
New York
$304K 3,361 +575 +21%
RIL
655
Rothschild Investment LLC
Illinois
$301K 3,319 +105 +3%
PIM
656
Penobscot Investment Management
Massachusetts
$301K 3,329 +440 +15%
CRC
657
Curi RMB Capital
Illinois
$300K 3,313 – –
AAM
658
AR Asset Management
California
$300K 3,311 – –
RA
659
Rational Advisors
New York
$295K 3,255 -24,517 -88%
FSC
660
Fiduciary Services Corp
Georgia
$290K 3,205 -44 -1%
WKA
661
Wilson Kemp & Associates
Michigan
$290K 3,200 +3,200 New
ACM
662
Argent Capital Management
Missouri
$288K 3,179 – –
SCM
663
Shelton Capital Management
Colorado
$286K 3,155 +300 +11%
TIA
664
Tiemann Investment Advisors
California
$285K 3,145 +3,145 New
CPO
665
Cerity Partners OCIO
New York
$283K 3,121 -824 -21%
SC
666
Savant Capital
Illinois
$283K 3,126 -10 -0.3%
FIMG
667
Financial & Investment Management Group
Michigan
$283K 3,126 – –
RIG
668
Roosevelt Investment Group
New York
$281K 3,102 – –
PSI
669
Pinnacle Summer Investments
Virginia
$277K 3,059 -3 -0.1%
Fuller & Thaler Asset Management
670
Fuller & Thaler Asset Management
California
$276K 3,050 – –
VWM
671
Vector Wealth Management
Minnesota
$276K 3,043 – –
FFA
672
First Foundation Advisors
California
$274K 3,024 +313 +12%
Tudor Investment Corp
673
Tudor Investment Corp
Connecticut
$272K 3,000 +3,000 New
GIS
674
Guardian Investor Services
New York
$271K 2,993 -23 -0.8%
WI
675
Wedgewood Investors
Pennsylvania
$270K 2,983 – –
25 26
27
28 29