TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,097 hedge funds and large institutions have $29.8B invested in Travelers Companies in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 306 increasing their positions, 453 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
25.18%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
94
Increased
306
Reduced
453
Closed
85
Calls
$177M
Puts
$91M
Net Calls
+$86.5M
Net Calls Change
+$68.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
3
Deutsche Bank
Deutsche Bank
Germany
+$189M
4
JIM
Jupiter Investment Management
United Kingdom
+$163M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$400M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$342M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$127M
4
State Street
State Street
Massachusetts
-$121M
5
Norges Bank
Norges Bank
Norway
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
826
Washington Trust Bank
Washington
$255K -$231K -1,666 -47%
AMG
827
Advisors Management Group
Wisconsin
$255K – – –
SIMM
828
Stillwater Investment Management (Minnesota)
Minnesota
$254K +$254K +1,829 New
WA
829
Waverly Advisors
Alabama
$252K -$37.4K -270 -13%
CIC
830
Carnegie Investment Counsel
Ohio
$252K -$29.4K -224 -10%
CHAM
831
Clear Harbor Asset Management
Connecticut
$251K – – –
SIAS
832
Shine Investment Advisory Services
Colorado
$250K – – –
MMA
833
Miracle Mile Advisors
California
$250K – – –
YIA
834
YHB Investment Advisors
Connecticut
$250K +$18.9K +136 +8%
GAMA
835
Graticule Asia Macro Advisors
New York
$250K +$250K +1,800 New
DC
836
Davenport & Co
Virginia
$250K +$38.1K +274 +18%
QSS
837
Quantitative Systematic Strategies
Florida
$249K -$902K -6,486 -78%
ACM
838
Advisors Capital Management
New Jersey
$249K +$249K +1,791 New
CCMD
839
Cypress Capital Management (Delaware)
Delaware
$248K – – –
IWA
840
Intercontinental Wealth Advisors
Texas
$246K +$15.3K +110 +7%
AIA
841
AIMZ Investment Advisors
California
$244K – – –
Koshinski Asset Management
842
Koshinski Asset Management
Illinois
$242K -$248K -1,785 -51%
CCP
843
Corient Capital Partners
California
$241K -$23.6K -170 -9%
AIM
844
Aspen Investment Management
Michigan
$241K – – –
CFSG
845
Community Financial Services Group
Vermont
$241K – – –
BJL
846
Brighton Jones LLC
Washington
$238K -$68.3K -491 -22%
CWM
847
Connecticut Wealth Management
Connecticut
$238K +$238K +1,765 New
MWAC
848
Mariner Wealth Advisors (Cincinnati)
Ohio
$237K -$31.1K -224 -12%
CAW
849
Cornerstone Advisors (Washington)
Washington
$237K – – –
BTW
850
Boston Trust Walden
Massachusetts
$237K – – –
32 33
34
35 36