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Travelers Companies
TRV

Overview Fund Activity

849 hedge funds and large institutions have $26.1B invested in Travelers Companies in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 253 increasing their positions, 368 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
24.65%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
63
Increased
253
Reduced
368
Closed
53
Calls
$111M
Puts
$121M
Net Calls
-$10.7M
Net Calls Change
+$3.28M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$52.4M
2
CS
Credit Suisse
Switzerland
$197M
3
AI
Analytic Investors
California
$42.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.3M
5
U
UBS
Switzerland
$392M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
2
BA
BlackRock Advisors
Delaware
$494M
3
Norges Bank
Norges Bank
Norway
$132M
4
Ameriprise
Ameriprise
Minnesota
$200M
5
Prudential Financial
Prudential Financial
New Jersey
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MUMSS
826
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$2.7K -30 -23%
DOA
827
D'Orazio & Associates
Virginia
$8K – – –
TDC
828
Thompson Davis & Co
Virginia
$8K – – –
SMG
829
Spectrum Management Group
Indiana
$8K +$8K +80 New
SFSIG
830
San Francisco Sentry Investment Group
California
$7K – – –
HF
831
Hoxton Financial
West Virginia
$6K -$8.82K -100 -60%
WAS
832
Winch Advisory Services
Wisconsin
$5K -$482K -5,400 -99%
AA
833
AlphaMark Advisors
Kentucky
$4K – – –
AWM
834
Avior Wealth Management
Nebraska
$4K – – –
TIM
835
Tortoise Investment Management
New York
$3K +$2.55K +28 +560%
VCM
836
Vigilant Capital Management
Maine
$3K +$3K +31 New
CPA
837
Cowen Prime Advisors
New York
$2K – – –
CFN
838
Cordasco Financial Network
Florida
$2K – – –
ARMC
839
American Research & Management Company
Massachusetts
$2K – – –
ACS
840
Archford Capital Strategies
Illinois
$2K – – –
NSIM
841
North Star Investment Management
Illinois
$2K +$2K +19 New
FWM
842
Focused Wealth Management
New York
$1K – – –
BRWM
843
B. Riley Wealth Management
Tennessee
$1K – – –
SNT
844
Security National Trust
West Virginia
$1K – – –
Twin Tree Management
845
Twin Tree Management
Texas
$1K +$1K +7 New
MIM
846
Macroview Investment Management
Maryland
$1K +$733 +11 +275%
UB
847
UMB Bank
Missouri
$500 -$8 -86 -2%
NG
848
NatWest Group
United Kingdom
$284 -$19 -200 -6%
WRF
849
Waddell & Reed Financial
Kansas
– -$38.8M -412,000 Closed
WI
850
WBI Investments
New Jersey
– -$22.6M -240,017 Closed
32 33
34
35 36