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Travelers Companies
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Overview Fund Activity

1,034 hedge funds and large institutions have $20.6B invested in Travelers Companies in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 335 increasing their positions, 457 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-127
Holders Change %
-10.94%
% of All Funds
22.84%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
76
Increased
335
Reduced
457
Closed
191
Calls
$111M
Puts
$80.1M
Net Calls
+$30.4M
Net Calls Change
-$8.47M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$127M
4
NI
Nuance Investments
Missouri
+$70.3M
5
Norges Bank
Norges Bank
Norway
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$95.9M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
Boston Partners
Boston Partners
Massachusetts
-$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TU
751
TDAM USA
Ontario, Canada
$247K +$6.37K +64 +3%
GH
752
GAM Holding
Switzerland
$246K +$246K +2,473 New
MCM
753
Manchester Capital Management
Vermont
$245K – – –
9WM
754
9258 Wealth Management
Ohio
$242K +$18.8K +183 +8%
BOH
755
Bank of Hawaii
Hawaii
$239K +$61.9K +624 +35%
PCG
756
Private Capital Group
Connecticut
$238K +$238K +2,396 New
ECM
757
ExodusPoint Capital Management
New York
$237K +$237K +2,381 New
AIM
758
Anchor Investment Management
South Carolina
$233K +$44.5K +448 +24%
SW
759
SVB Wealth
Massachusetts
$233K -$62.5K -630 -21%
ERIM
760
Eagle Ridge Investment Management
Connecticut
$233K -$17.8K -180 -7%
AssetMark Inc
761
AssetMark Inc
California
$232K -$91K -917 -28%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$231K -$67.9K -683 -23%
KFGK
763
Keystone Financial Group (Kentucky)
Kentucky
$231K -$4.68K -47 -2%
FTC
764
Farmers Trust Company
Ohio
$230K -$11.1K -111 -5%
MIM
765
Marco Investment Management
Georgia
$230K – – –
LJAC
766
L.J. Altfest & Co
New York
$230K +$795 +8 +0.3%
LFAS
767
Level Four Advisory Services
Texas
$229K -$76.5K -775 -25%
ACI
768
Alpha Cubed Investments
California
$229K -$60.8K -611 -21%
LAIC
769
Lederer & Associates Investment Counsel
California
$229K -$996 -10 -0.4%
SWA
770
Sutton Wealth Advisors
Florida
$228K +$29.6K +298 +15%
HC
771
HNP Capital
New York
$226K -$213K -2,090 -49%
BCP
772
Blue Chip Partners
Michigan
$226K -$136K -1,364 -38%
CC
773
Courier Capital
New York
$226K – – –
WWM
774
Windsor Wealth Management
Indiana
$226K +$13.5K +136 +6%
VWA
775
V Wealth Advisors
Kansas
$225K -$80.1K -806 -26%
29 30
31
32 33