TRV icon

Travelers Companies
TRV

Overview Fund Activity

841 hedge funds and large institutions have $24.8B invested in Travelers Companies in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 343 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
24.31%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.35%
New
74
Increased
291
Reduced
343
Closed
68
Calls
$108M
Puts
$114M
Net Calls
-$6.65M
Net Calls Change
+$18.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$216M
2
U
UBS
Switzerland
+$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
4
Ameriprise
Ameriprise
Minnesota
+$98.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$76.9M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$353M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$152M
4
BA
BlackRock Advisors
Delaware
-$99.3M
5
State Street
State Street
Massachusetts
-$89.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
726
Brinker Capital Investments
Pennsylvania
$164K -$37.2K -436 -18%
FIG
727
Fusion Investment Group
Pennsylvania
$157K -$1.39M -16,259 -90%
FMLI
728
Fukoku Mutual Life Insurance
Japan
$153K – – –
IMS
729
Index Management Solutions
Pennsylvania
$153K +$73.3K +862 +92%
BRWA
730
B. Riley Wealth Advisors
Florida
$149K +$18.3K +215 +14%
SSB
731
Sandy Spring Bank
Maryland
$148K -$2.37K -28 -2%
MMG
732
Monetary Management Group
Missouri
$147K – – –
RFA
733
Reilly Financial Advisors
California
$146K +$115K +1,350 +364%
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$144K – – –
NYLT
735
New York Life Trust
New York
$141K +$48.8K +573 +53%
GAM
736
Gemmer Asset Management
California
$135K +$135K +1,582 New
TCOV
737
Trust Company of Vermont
Vermont
$134K +$17K +200 +15%
BKBG
738
BHF Kleinwort Benson Group
Belgium
$128K +$113K +1,330 +782%
TSW
739
Thompson Siegel & Walmsley
Virginia
$126K -$17K -200 -12%
SAMC
740
Shinko Asset Management Company
Japan
$125K -$19.2K -226 -13%
FWC
741
First Washington Corp
Washington
$119K – – –
CAW
742
Cornerstone Advisors (Washington)
Washington
$113K +$1.62K +19 +1%
KT
743
Kanaly Trust
Texas
$113K +$7.38K +87 +7%
NYLIM
744
New York Life Investment Management
New York
$111K – – –
EWM
745
Edge Wealth Management
New York
$105K – – –
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$104K – – –
SM
747
Salzhauer Michael
$102K – – –
WC
748
Whitnell & Co
Illinois
$100K – – –
First Manhattan
749
First Manhattan
New York
$95K +$3.74K +44 +4%
W
750
Wealthfront
California
$95K +$95K +1,124 New
28 29
30
31 32