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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 %
IA
776
Independence Advisors
Pennsylvania
$225K +$4.87K +49 +2%
VFA
777
Valeo Financial Advisors
Indiana
$224K -$62.2K -568 -22%
LWAC
778
Laurel Wealth Advisors (California)
California
$221K +$1.09K +11 +0.5%
MAFM
779
Mid Atlantic Financial Management
Pennsylvania
$220K -$106K -1,066 -33%
EI
780
Ethic Inc
New York
$220K -$36.7K -369 -14%
CAM
781
Cozad Asset Management
Illinois
$220K +$14.9K +150 +7%
CCM
782
Carlson Capital Management
Minnesota
$219K -$2.82K -28 -1%
TFS
783
TrustCore Financial Services
Tennessee
$219K +$9.96K +100 +5%
IAN
784
Integrated Advisors Network
Texas
$217K -$24.9K -251 -10%
LOAME
785
Lombard Odier Asset Management (Europe)
United Kingdom
$215K -$65.8K -663 -23%
FG
786
Fiduciary Group
Georgia
$215K – – –
OPA
787
Old Port Advisors
Maine
$213K -$6.06K -61 -3%
SC
788
Scotia Capital
Ontario, Canada
$213K +$3.98K +40 +2%
SCM
789
Shelton Capital Management
Colorado
$212K – – –
PA
790
PFG Advisors
Arizona
$211K – – –
CGL
791
Clarius Group LLC
Washington
$211K +$47.2K +475 +29%
TFS
792
Thoroughbred Financial Services
Tennessee
$209K -$58.7K -590 -22%
GC
793
Grimes & Company
Massachusetts
$208K -$2.08K -21 -1%
EMG
794
ETF Managers Group
New Jersey
$207K +$21K +204 +11%
CYG
795
Clean Yield Group
Vermont
$206K -$6.55K -66 -3%
IWC
796
Integrated Wealth Concepts
Massachusetts
$203K -$99 -1 -0%
RIM
797
Rampart Investment Management
Connecticut
$202K -$699K -7,037 -78%
WCM
798
Windsor Capital Management
Arizona
$202K -$48.9K -494 -19%
CCA
799
Cobblestone Capital Advisors
New York
$201K – – –
DWM
800
Doyle Wealth Management
Florida
$201K +$6.95K +70 +4%
30 31
32
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