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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 %
CCA
751
Cobblestone Capital Advisors
New York
$389K -$67.6K -487 -15%
FC
752
Ferris Capital
Massachusetts
$386K -$163K -1,173 -30%
HB
753
Homrich & Berg
Georgia
$386K – – –
WP
754
WMS Partners
Maryland
$381K – – –
MC
755
Moors & Cabot
Massachusetts
$380K – – –
TWA
756
TCI Wealth Advisors
Arizona
$379K -$54.4K -392 -13%
TNB
757
Thomasville National Bank
Georgia
$379K +$9.87K +71 +3%
CB
758
Community Bank
New York
$377K – – –
QCG
759
Quadrant Capital Group
Ohio
$377K +$6.45K +48 +2%
ATFA
760
All Terrain Financial Advisors
Minnesota
$373K – – –
SC
761
Searle & Co
Connecticut
$372K -$23.3K -168 -6%
PFM
762
Parsec Financial Management
North Carolina
$366K -$4.68M -33,773 -93%
HH
763
Hilltop Holdings
Texas
$363K +$363K +2,615 New
PFA
764
Paradigm Financial Advisors
Missouri
$361K -$347K -2,500 -49%
JG
765
Jefferies Group
New York
$359K -$3.43M -24,742 -91%
GJIC
766
Gamble Jones Investment Counsel
California
$357K +$833 +6 +0.2%
AEPG
767
American Economic Planning Group
New Jersey
$357K +$13.3K +96 +4%
FWM
768
Frontier Wealth Management
Missouri
$355K – – –
WF
769
Welch & Forbes
Massachusetts
$346K -$1.53K -11 -0.4%
ONB
770
Old National Bancorp
Indiana
$343K -$15.1K -109 -4%
MCM
771
Manchester Capital Management
Vermont
$343K – – –
D.E. Shaw & Co
772
D.E. Shaw & Co
New York
$339K -$516K -3,719 -60%
RWM
773
RKL Wealth Management
Pennsylvania
$338K -$1.81K -13 -0.5%
TL
774
Tirschwell & Loewy
New York
$336K +$336K +2,417 New
BEAM
775
Baker Ellis Asset Management
Washington
$333K – – –
29 30
31
32 33