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Travelers Companies
TRV

Overview Fund Activity

844 hedge funds and large institutions have $26.7B invested in Travelers Companies in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 278 increasing their positions, 327 reducing their positions, and 44 closing their positions.

Holders
844
Holders Change
+63
Holders Change %
+8.07%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
113
Increased
278
Reduced
327
Closed
44
Calls
$114M
Puts
$139M
Net Calls
-$24.8M
Net Calls Change
-$54.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$857M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$53.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$449M
4
PI
4
Putnam Investments
Massachusetts
$48.5M
5
Macquarie Group
5
Macquarie Group
Australia
$420M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$871M
2
EVM
2
Eaton Vance Management
Massachusetts
$37.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$422M
4
BA
4
BlackRock Advisors
Delaware
$774M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$991M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
801
Alexandria Capital
Virginia
$16K 182 -9 -5%
GI
802
Gradient Investments
Minnesota
$15K 168 – –
BKBG
803
BHF Kleinwort Benson Group
Belgium
$15K 170 – –
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K 170 +170 New
KPCM
805
Kings Point Capital Management
New York
$14K 150 – –
MA
806
MCF Advisors
Kentucky
$13K 153 -709 -82%
PIM
807
Parasol Investment Management
Illinois
$12K 130 +130 New
CWM
808
Cranbrook Wealth Management
Michigan
$12K 131 +131 New
PCTC
809
Perkins Coie Trust Company
Washington
$12K 136 +136 New
WOC
810
West Oak Capital
California
$11.5K 127 – –
SHWM
811
Smith & Howard Wealth Management
Georgia
$11K 119 – –
AFIA
812
America First Investment Advisors
Nebraska
$11K 121 – –
CFA
813
Carroll Financial Associates
North Carolina
$11K 124 +83 +202%
BC
814
Blackhill Capital
New Jersey
$11K 119 +119 New
CCS
815
Crosspoint Capital Strategies
California
$11K 128 +128 New
CG
816
Colony Group
Massachusetts
$10K 114 +114 New
CFG
817
CKW Financial Group
Hawaii
$10K 114 +114 New
DIA
818
Denver Investment Advisors
Colorado
$9.5K 104,959 -1,449 -1%
ACM
819
Aviance Capital Management
Florida
$9K 97 -95 -49%
CIM
820
Contravisory Investment Management
Massachusetts
$9K 95 – –
Carson Wealth (CWM LLC)
821
Carson Wealth (CWM LLC)
Nebraska
$9K 110 +61 +124%
WAM
822
Wolverine Asset Management
Illinois
$9K 100 +100 New
FMB
823
Field & Main Bank
Kentucky
$9K 102 +102 New
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$8.78K 97 +97 New
DOA
825
D'Orazio & Associates
Virginia
$8K 86 +86 New
31 32
33
34 35