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Travelers Companies

1,070 hedge funds and large institutions have $27.6B invested in Travelers Companies in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 336 increasing their positions, 435 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-24
Holders Change %
-2.19%
% of All Funds
24.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
336
Reduced
435
Closed
91
Calls
$163M
Puts
$149M
Net Calls
+$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
826
Neville Rodie & Shaw
New York
$240K
RCAG
827
Rehmann Capital Advisory Group
Michigan
$240K -$259 -2 -0.1%
CYG
828
Clean Yield Group
Vermont
$239K -$28.9K -223 -11%
WTB
829
Washington Trust Bank
Washington
$239K
AMG
830
Advisors Management Group
Wisconsin
$239K
IB
831
Intrust Bank
Kansas
$239K
SFA
832
Sequoia Financial Advisors
Ohio
$238K -$19.8K -153 -8%
BO
833
Bank OZK
Arkansas
$237K -$12.8K -99 -5%
SIMM
834
Stillwater Investment Management (Minnesota)
Minnesota
$237K +$130 +1 +0.1%
WWM
835
Windsor Wealth Management
Indiana
$236K -$34.8K -268 -13%
WA
836
Waverly Advisors
Alabama
$236K
OC
837
Oakworth Capital
Alabama
$232K
SIAS
838
Shine Investment Advisory Services
Colorado
$229K -$4.81K -37 -2%
CAPTRUST Financial Advisors
839
CAPTRUST Financial Advisors
North Carolina
$229K +$60.1K +464 +36%
CHAM
840
Clear Harbor Asset Management
Connecticut
$226K -$537K -4,428 -70%
CFSG
841
Community Financial Services Group
Vermont
$225K
AIM
842
Aspen Investment Management
Michigan
$225K
TFS
843
TrustCore Financial Services
Tennessee
$224K +$16.8K +130 +8%
BTW
844
Boston Trust Walden
Massachusetts
$222K
KJWM
845
Kiley Juergens Wealth Management
Washington
$222K +$168K +1,302 +314%
GT
846
Greenleaf Trust
Michigan
$222K +$222K +1,708 New
FMLI
847
Fukoku Mutual Life Insurance
Japan
$221K
TL
848
TrueWealth LLC
Georgia
$221K
CRM
849
Capital Returns Management
New York
$221K +$221K +1,700 New
ZB
850
Zions Bancorporation
Utah
$220K +$220K +1,694 New