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Travelers Companies

1,161 hedge funds and large institutions have $28.3B invested in Travelers Companies in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 339 increasing their positions, 473 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
22.93%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
134
Increased
339
Reduced
473
Closed
94
Calls
$159M
Puts
$120M
Net Calls
+$38.9M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
826
Rowland Carmichael Advisors
Arizona
$300K +$300K +2,191 New
DLA
827
Douglas Lane & Associates
New York
$298K +$9.6K +70 +3%
FG
828
Fiduciary Group
Georgia
$297K +$18.5K +135 +7%
9WM
829
9258 Wealth Management
Ohio
$297K +$297K +2,172 New
SMC
830
Smith, Moore & Co
Missouri
$296K
CFG
831
Citizens Financial Group
Rhode Island
$294K +$82K +599 +39%
SCM
832
Shelton Capital Management
Colorado
$293K -$30.3K -221 -9%
CYG
833
Clean Yield Group
Vermont
$293K -$3.69K -27 -1%
WWM
834
Windsor Wealth Management
Indiana
$293K
GC
835
Grimes & Company
Massachusetts
$290K +$94.2K +688 +48%
WFG
836
Wills Financial Group
Virginia
$289K -$22.8K -167 -7%
WIA
837
Wealthstreet Investment Advisors
Texas
$289K
SC
838
Scotia Capital
Ontario, Canada
$288K -$134K -975 -32%
TFS
839
TrustCore Financial Services
Tennessee
$288K +$6.72K +49 +2%
SSB
840
Sandy Spring Bank
Maryland
$286K -$10.3K -75 -3%
FFBTD
841
First Financial Bank - Trust Division
Ohio
$286K +$31.8K +232 +12%
PA
842
PFG Advisors
Arizona
$284K +$284K +2,076 New
CAM
843
Cozad Asset Management
Illinois
$283K +$13.7K +100 +5%
CCMG
844
Clark Capital Management Group
Pennsylvania
$281K -$2.05K -15 -0.7%
AAP
845
Arax Advisory Partners
Colorado
$281K +$137 +1 +0%
IWC
846
Integrated Wealth Concepts
Massachusetts
$280K +$72.5K +529 +35%
MFG
847
MidWestOne Financial Group
Iowa
$279K -$68.7K -503 -20%
CCA
848
Cobblestone Capital Advisors
New York
$277K
WPW
849
Waldron Private Wealth
Pennsylvania
$276K -$9.02K -66 -3%
CPO
850
Cerity Partners OCIO
New York
$275K -$14.3K -105 -5%