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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 %
GIP
701
Greatmark Investment Partners
Georgia
$223K 2,459 – –
DVM
702
Dreman Value Management
Florida
$223K 2,458 +2,458 New
DAS
703
Dynamic Advisor Solutions
Arizona
$223K 2,460 +2,460 New
BUB
704
BBVA USA Bancshares
Texas
$219K 2,417 -775 -24%
CA
705
Cetera Advisors
Colorado
$219K 2,415 +2,415 New
CCT
706
Country Club Trust
Missouri
$217K 2,394 – –
WA
707
WFG Advisors
Texas
$215K 2,375 -749 -24%
BCI
708
Brinker Capital Investments
Pennsylvania
$214K 2,359 +2,359 New
LIM
709
Leavell Investment Management
Alabama
$212K 2,343 -1,300 -36%
ST
710
Spinnaker Trust
Maine
$212K 2,340 -65 -3%
JIC
711
Joel Isaacson & Co
New York
$211K 2,326 +902 +63%
SIM
712
Sadoff Investment Management
Wisconsin
$211K 2,325 +2,325 New
PAS
713
Partnervest Advisory Services
California
$210K 2,317 +90 +4%
FBFS
714
First Business Financial Services
Wisconsin
$204K 2,257 +2,257 New
AIM
715
Aspen Investment Management
Michigan
$204K 2,258 +2,258 New
CFSG
716
Community Financial Services Group
Vermont
$203K 2,238 -225 -9%
BEAM
717
Baker Ellis Asset Management
Washington
$203K 2,245 – –
PMFA
718
Plante Moran Financial Advisors
Michigan
$194K 2,143 +1,643 +329%
GLI
719
Guardian Life Insurance
New York
$191K 2,108 -2,441 -54%
IC
720
IKOS CIF
Cyprus
$178K 2,030 +2,030 New
FMLI
721
Fukoku Mutual Life Insurance
Japan
$163K 1,800 -500 -22%
SSB
722
Sandy Spring Bank
Maryland
$161K 1,775 – –
MMG
723
Monetary Management Group
Missouri
$157K 1,730 – –
SAMC
724
Shinko Asset Management Company
Japan
$154K 1,700 -100 -6%
PFSC
725
Peoples Financial Services Corp
Pennsylvania
$153K 1,690 +1,690 New
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29
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