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Travelers Companies
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Overview Fund Activity

841 hedge funds and large institutions have $24.8B invested in Travelers Companies in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 343 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
24.31%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.35%
New
74
Increased
291
Reduced
343
Closed
68
Calls
$108M
Puts
$114M
Net Calls
-$6.65M
Net Calls Change
+$18.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$216M
2
U
UBS
Switzerland
+$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
4
Ameriprise
Ameriprise
Minnesota
+$98.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$76.9M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$353M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$199M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$152M
4
BA
BlackRock Advisors
Delaware
-$99.3M
5
State Street
State Street
Massachusetts
-$89.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$4.26K -$4K -47 -48%
AA
827
AlphaMark Advisors
Kentucky
$4K – – –
AWM
828
Avior Wealth Management
Nebraska
$4K +$4K +44 New
CFA
829
CT Financial Advisors
Pennsylvania
$3.46K +$3.46K +32 New
ACS
830
Archford Capital Strategies
Illinois
$2.13K +$2.13K +25 New
ARMC
831
American Research & Management Company
Massachusetts
$2K – – –
CFN
832
Cordasco Financial Network
Florida
$2K – – –
BRWM
833
B. Riley Wealth Management
Tennessee
$2K +$2K +18 New
FWM
834
Focused Wealth Management
New York
$1K -$1K -15 -50%
SNT
835
Security National Trust
West Virginia
$1K – – –
KLWA
836
Kelly Lawrence W & Associates
California
$1K – – –
CPA
837
Cowen Prime Advisors
New York
$1K – – –
MBT
838
Monroe Bank & Trust
Michigan
$1K +$1K +11 New
Walleye Trading
839
Walleye Trading
New York
$162 -$1.31K -15,402 -89%
Adage Capital Partners
840
Adage Capital Partners
Massachusetts
– -$50.8M -561,362 Closed
HEIP
841
Hudson Edge Investment Partners
New Jersey
– -$27.6M -304,388 Closed
Kayne Anderson Rudnick Investment Management
842
Kayne Anderson Rudnick Investment Management
California
– -$20.8M -230,142 Closed
WFMPM
843
Woodley Farra Manion Portfolio Management
Indiana
– -$19.5M -215,524 Closed
WA
844
Wasatch Advisors
Utah
– -$19.4M -214,618 Closed
Arrowstreet Capital
845
Arrowstreet Capital
Massachusetts
– -$14.8M -163,003 Closed
DSI
846
Daiwa SB Investments
Japan
– -$12.6M -139,341 Closed
RCAMU
847
Rothschild & Co Asset Management US
Connecticut
– -$10.9M -122,958 Closed
MSU
848
Mizuho Securities USA
New York
– -$10.2M -112,340 Closed
DCM
849
Decade Capital Management
New York
– -$7.73M -85,423 Closed
OTPPB
850
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$6.76M -74,645 Closed
32 33
34
35 36