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Travelers Companies
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Overview Fund Activity

927 hedge funds and large institutions have $32.7B invested in Travelers Companies in 2014 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 326 increasing their positions, 343 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+78
Holders Change %
+9.19%
% of All Funds
24.74%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.59%
New
121
Increased
326
Reduced
343
Closed
34
Calls
$107M
Puts
$139M
Net Calls
-$31.6M
Net Calls Change
-$20.9M

Top Buyers

1
ACM
Americafirst Capital Management
California
$1.47B
2
State Street
State Street
Massachusetts
$2.18B
3
N
Natixis
France
$140M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$59.5M
5
BIT
BlackRock Institutional Trust
California
$1.09B

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$389M
2
BTS
BB&T Securities
Virginia
$23M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$770M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$837M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$691M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
851
Rockefeller Financial Services
New York
$47K – – –
RMAM
852
Raab & Moskowitz Asset Management
New Jersey
$47K +$47K +442 New
FANJ
853
Financial Architects (New Jersey)
New Jersey
$45K +$3.5K +33 +8%
BWA
854
Burt Wealth Advisors
Maryland
$44K +$44K +412 New
MCA
855
Mercer Capital Advisers
New Jersey
$44K +$44K +412 New
VNA
856
Valley National Advisers
Pennsylvania
$43K +$43K +471 New
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
FCCM
858
First City Capital Management
Georgia
$38.1K – – –
CBT
859
Central Bank & Trust
Kentucky
$38K +$12.9K +124 +52%
Manulife (Manufacturers Life Insurance)
860
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.1K +$439 +4,148 +1%
PMFA
861
Plante Moran Financial Advisors
Michigan
$37K – – –
CFA
862
Carroll Financial Associates
North Carolina
$34K -$3.7K -35 -10%
AWM
863
AllSquare Wealth Management
New York
$34K +$34K +324 New
GGPS
864
Gary Goldberg Planning Services
New York
$32K – – –
IRS
865
Invictus RG (Singapore)
Singapore
$32K +$32K +300 New
HCM
866
Herndon Capital Management
Georgia
$32K +$32K +301 New
SAM
867
Shamrock Asset Management
Texas
$31K -$18.3K -171 -37%
HR
868
Howe & Rusling
New York
$31K -$751 -7 -2%
S
869
SignatureFD
Georgia
$26K – – –
CFG
870
CKW Financial Group
Hawaii
$26K – – –
M
871
MOTCO
Texas
$25K – – –
PIA
872
Peachtree Investment Advisors
Georgia
$25K – – –
VIA
873
Vantage Investment Advisors
Pennsylvania
$24K – – –
RIA
874
Regal Investment Advisors
Michigan
$23K – – –
PIM
875
Parasol Investment Management
Illinois
$23K – – –
33 34
35
36 37