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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
826
Eudaimonia Partners
Tennessee
$183K +$183K +1,608 New
HWA
827
Heritage Wealth Advisors
Virginia
$175K -$1.25K -11 -0.7%
PCM
828
Penserra Capital Management
California
$174K +$40.3K +354 +30%
FWM
829
FSA Wealth Management
Massachusetts
$172K – – –
PCG
830
Private Capital Group
Connecticut
$169K -$104K -915 -38%
1IA
831
1834 Investment Advisors
Wisconsin
$163K -$20K -175 -11%
OC
832
Oakworth Capital
Alabama
$162K – – –
VFA
833
Valeo Financial Advisors
Indiana
$158K -$75K -659 -32%
EW
834
Evoke Wealth
California
$157K -$138K -1,208 -47%
VC
835
Veracity Capital
Georgia
$155K +$155K +81,819 New
PP
836
PrairieView Partners
Minnesota
$152K – – –
TL
837
TrueWealth LLC
Georgia
$150K -$25K -219 -14%
WT
838
Washington Trust
Rhode Island
$138K -$14.2K -126 -9%
EWM
839
Endurance Wealth Management
Rhode Island
$136K – – –
PWP
840
Principle Wealth Partners
Connecticut
$135K +$135K +1,187 New
BCM
841
Blume Capital Management
California
$131K – – –
SBSB
842
Sullivan, Bruyette, Speros & Blaney
Virginia
$130K -$31.2K -274 -19%
MAM
843
Meeder Asset Management
Ohio
$129K +$45K +394 +54%
CFA
844
Carroll Financial Associates
North Carolina
$128K -$5.35K -47 -4%
AF
845
Allworth Financial
California
$124K +$3.19K +28 +3%
RIM
846
Rockbridge Investment Management
New York
$117K +$117K +1,030 New
TAIM
847
TD Ameritrade Investment Management
Nebraska
$115K +$25.5K +224 +28%
TI
848
Truehand Inc
New Hampshire
$114K – – –
POIA
849
Pin Oak Investment Advisors
Texas
$114K – – –
OPS
850
Orion Portfolio Solutions
Nebraska
$114K +$26.6K +234 +30%
32 33
34
35 36