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Travelers Companies
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Overview Fund Activity

1,097 hedge funds and large institutions have $29.8B invested in Travelers Companies in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 306 increasing their positions, 453 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
25.18%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
94
Increased
306
Reduced
453
Closed
85
Calls
$177M
Puts
$91M
Net Calls
+$86.5M
Net Calls Change
+$68.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
3
Deutsche Bank
Deutsche Bank
Germany
+$189M
4
JIM
Jupiter Investment Management
United Kingdom
+$163M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$400M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$342M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$127M
4
State Street
State Street
Massachusetts
-$121M
5
Norges Bank
Norges Bank
Norway
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
676
Balasa Dinverno & Foltz
$521K +$1.94K +14 +0.4%
BWM
677
Buckley Wealth Management
Nevada
$517K +$258K +1,860 +100%
SC
678
Scotia Capital
Ontario, Canada
$511K -$1.36M -9,816 -73%
ACM
679
Argent Capital Management
Missouri
$508K – – –
FRM
680
Foundation Resource Management
Arkansas
$507K -$834K -6,000 -62%
1IA
681
1834 Investment Advisors
Wisconsin
$506K -$20.8K -150 -4%
TCOT
682
Trust Company of Toledo
Ohio
$504K -$1.67K -12 -0.3%
S
683
SignatureFD
Georgia
$498K +$99.1K +713 +25%
AIM
684
Assured Investment Management
New York
$496K -$1.68M -12,100 -77%
JWBC
685
J.W. Burns & Co
New York
$494K +$2.78K +20 +0.6%
SCP
686
Seizert Capital Partners
Michigan
$493K – – –
LNB
687
Ledyard National Bank
$491K +$34.7K +250 +8%
VFA
688
Valeo Financial Advisors
Indiana
$489K +$199K +1,434 +69%
ECM
689
Evergreen Capital Management
Washington
$487K +$487K +3,508 New
NIA
690
Northstar Investment Advisors
Colorado
$486K – – –
KCM
691
Kanawha Capital Management
Virginia
$483K +$5.28K +38 +1%
PWLP
692
Prio Wealth Limited Partnership
Massachusetts
$481K – – –
PWMAG
693
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$6.94K -50 -1%
HA
694
Harfst & Associates
Wyoming
$479K +$14.4K +104 +3%
AssetMark Inc
695
AssetMark Inc
California
$478K -$35.1K -253 -7%
BI
696
Ballast Inc
Kentucky
$477K +$15.4K +110 +3%
SB
697
Simmons Bank
Arkansas
$473K +$556 +4 +0.1%
HCA
698
Harbour Capital Advisors
Virginia
$470K -$13.5K -97 -3%
AWM
699
Aries Wealth Management
Maine
$465K – – –
Squarepoint
700
Squarepoint
New York
$465K +$465K +3,349 New
26 27
28
29 30