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Travelers Companies
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Overview Fund Activity

1,140 hedge funds and large institutions have $31.2B invested in Travelers Companies in 2019 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 439 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+13
Holders Change %
+1.15%
% of All Funds
25.04%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
88
Increased
371
Reduced
439
Closed
67
Calls
$178M
Puts
$111M
Net Calls
+$66.6M
Net Calls Change
+$28.9M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$73M
2
UBS Group
UBS Group
Switzerland
+$45.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$43.6M
4
Morgan Stanley
Morgan Stanley
New York
+$28.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$27.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$317M
2
LSV Asset Management
LSV Asset Management
Illinois
-$77.2M
3
JIM
Jupiter Investment Management
United Kingdom
-$59.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$52.8M
5
Fidelity International
Fidelity International
Bermuda
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
801
Frontier Wealth Management
Missouri
$380K – – –
MFG
802
MidWestOne Financial Group
Iowa
$379K – – –
QCG
803
Quadrant Capital Group
Ohio
$377K -$52.9K -366 -12%
BW
804
Bison Wealth
Georgia
$377K +$1.49K +10 +0.4%
RWA
805
River Wealth Advisors
Pennsylvania
$373K -$7.44K -50 -2%
WC
806
Westhampton Capital
North Carolina
$373K – – –
SB
807
Simmons Bank
Arkansas
$367K -$10.1K -68 -3%
MCM
808
Manchester Capital Management
Vermont
$367K – – –
PCMC
809
Private Capital Management (Colorado)
Colorado
$367K – – –
BWM
810
Buckley Wealth Management
Nevada
$360K -$52K -350 -13%
MC
811
Machina Capital
France
$358K +$85.5K +575 +31%
BEAM
812
Baker Ellis Asset Management
Washington
$356K – – –
TPWA
813
TRUE Private Wealth Advisors
Oregon
$353K +$14.4K +97 +4%
KFGK
814
Keystone Financial Group (Kentucky)
Kentucky
$352K +$297 +2 +0.1%
SCM
815
Shelton Capital Management
Colorado
$351K – – –
GFP
816
Gryphon Financial Partners
Ohio
$348K +$1.79K +12 +0.5%
SFA
817
Sequoia Financial Advisors
Ohio
$346K -$18.6K -125 -5%
PI
818
Putnam Investments
Massachusetts
$346K -$13.1K -88 -4%
CANY
819
Caxton Associates (New York)
New York
$346K +$346K +2,324 New
MIM
820
Marco Investment Management
Georgia
$344K – – –
LNC
821
Lincoln National Corp
Pennsylvania
$341K +$8.17K +55 +2%
NFP
822
Narus Financial Partners
Utah
$340K – – –
WFG
823
Wills Financial Group
Virginia
$339K +$1.19K +8 +0.4%
AIA
824
Alera Investment Advisors
Illinois
$338K -$744 -5 -0.2%
WCM
825
Windsor Capital Management
Arizona
$337K +$1.34K +9 +0.4%
31 32
33
34 35