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Travelers Companies
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Overview Fund Activity

1,004 hedge funds and large institutions have $26.7B invested in Travelers Companies in 2017 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 306 increasing their positions, 426 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-14
Holders Change %
-1.38%
% of All Funds
25.07%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.22%
New
71
Increased
306
Reduced
426
Closed
76
Calls
$237M
Puts
$245M
Net Calls
-$7.66M
Net Calls Change
-$94.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$276M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
3
Bank of America
Bank of America
North Carolina
+$107M
4
BlackRock
BlackRock
New York
+$97.4M
5
N
Natixis
France
+$92.9M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$107M
2
CC
Carlson Capital
Texas
-$88.4M
3
H
Hexavest
Quebec, Canada
-$78.5M
4
QIM
Quantitative Investment Management
Virginia
-$48.1M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
776
BKS Advisors
Michigan
$275K – – –
BW
777
Bison Wealth
Georgia
$272K +$8.21K +67 +3%
RCAG
778
Rehmann Capital Advisory Group
Michigan
$271K +$3.31K +27 +1%
TPWA
779
TRUE Private Wealth Advisors
Oregon
$270K -$490 -4 -0.2%
GIP
780
Greatmark Investment Partners
Georgia
$270K – – –
CIC
781
Carnegie Investment Counsel
Ohio
$269K +$6.18K +46 +2%
BJL
782
Brighton Jones LLC
Washington
$269K +$269K +2,194 New
AWA
783
Arete Wealth Advisors
Illinois
$268K – – –
CBT
784
Capital Bank & Trust
California
$268K – – –
ST
785
Smithfield Trust
Pennsylvania
$268K +$110K +893 +69%
BIC
786
Bridges Investment Counsel
Nebraska
$266K -$245K -2,003 -48%
CTA
787
Colonial Trust Advisors
South Carolina
$264K -$24.5K -200 -9%
OC
788
Oakworth Capital
Alabama
$263K -$6.05K -50 -2%
BAS
789
Brown Advisory Securities
Maryland
$263K -$122 -1 -0%
LWAC
790
Laurel Wealth Advisors (California)
California
$259K -$122 -1 -0%
PP
791
Prudential plc
United Kingdom
$258K -$3.5M -28,548 -93%
LAIC
792
Lederer & Associates Investment Counsel
California
$255K +$3.07K +25 +1%
FFA
793
First Foundation Advisors
California
$253K +$368 +3 +0.1%
MBTD
794
Mechanics Bank - Trust Department
California
$252K – – –
BOH
795
Bank of Hawaii
Hawaii
$251K – – –
SLF
796
Sun Life Financial
Ontario, Canada
$249K -$980 -8 -0.4%
VC
797
Vicus Capital
Pennsylvania
$244K +$244K +1,994 New
AW
798
Alpha Windward
Massachusetts
$242K -$1.1K -9 -0.5%
EWM
799
Evermay Wealth Management
Virginia
$239K – – –
SSB
800
Sandy Spring Bank
Maryland
$239K +$108K +878 +82%
30 31
32
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