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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 %
HWM
701
HighMark Wealth Management
Minnesota
$313K +$8.33K +73 +3%
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
$310K -$1.07M -9,355 -78%
APP
703
Avantax Planning Partners
Iowa
$309K – – –
SW
704
SkyOak Wealth
Michigan
$308K – – –
RWA
705
River Wealth Advisors
Pennsylvania
$308K +$24.2K +212 +9%
AP
706
Appleton Partners
Massachusetts
$307K -$15.8K -139 -5%
SC
707
Searle & Co
Connecticut
$305K – – –
FC
708
FORA Capital
Florida
$303K +$220K +1,925 +263%
QCG
709
Quadrant Capital Group
Ohio
$300K -$29.7K -260 -9%
CAMG
710
CWA Asset Management Group
Florida
$299K +$1.03K +9 +0.3%
BCMO
711
Buckingham Capital Management (Ohio)
Ohio
$298K -$34.2K -300 -10%
TWA
712
TCI Wealth Advisors
Arizona
$296K -$1.6K -14 -0.5%
DCM
713
Donaldson Capital Management
Indiana
$293K +$342 +3 +0.1%
BW
714
Bison Wealth
Georgia
$293K +$3.77K +33 +1%
TU
715
TDAM USA
Ontario, Canada
$286K +$5.2K +46 +2%
OAM
716
Oberweis Asset Management
Illinois
$283K -$1.82K -16 -0.6%
9WM
717
9258 Wealth Management
Ohio
$279K +$10.1K +88 +4%
EWM
718
Empirical Wealth Management
Washington
$278K +$278K +2,436 New
BFEC
719
Benjamin F. Edwards & Company
Missouri
$277K +$11.4K +100 +4%
MLL
720
Moody Lynn & Lieberson
Massachusetts
$276K -$63.2K -555 -19%
WWM
721
Windsor Wealth Management
Indiana
$276K +$16.1K +141 +6%
Parallax Volatility Advisers
722
Parallax Volatility Advisers
California
$275K -$72.2K -634 -21%
MCM
723
Manchester Capital Management
Vermont
$275K -$6.86K -60 -2%
AIM
724
Anchor Investment Management
South Carolina
$269K +$1.37K +12 +0.5%
MIM
725
Marco Investment Management
Georgia
$264K – – –
27 28
29
30 31