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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 %
HB
851
Homrich & Berg
Georgia
$219K -$6.11K -47 -3%
LFAS
852
Level Four Advisory Services
Texas
$219K -$1.04K -8 -0.5%
VWA
853
V Wealth Advisors
Kansas
$219K +$219K +1,690 New
MWAC
854
Mariner Wealth Advisors (Cincinnati)
Ohio
$217K -$69.1K -534 -24%
IWA
855
Intercontinental Wealth Advisors
Texas
$217K -$2.59K -20 -1%
PI
856
Pettee Investors
Connecticut
$217K
HFM
857
Hartford Financial Management
Connecticut
$217K
LSA
858
L & S Advisors
California
$215K +$215K +1,655 New
DLA
859
Douglas Lane & Associates
New York
$214K
PC
860
Port Capital
Illinois
$214K +$214K +1,646 New
BHWM
861
Bar Harbor Wealth Management
New Hampshire
$212K
SAM
862
Shamrock Asset Management
Texas
$212K
WPA
863
Winning Points Advisors
Florida
$212K +$212K +1,634 New
NQWM
864
Northwest Quadrant Wealth Management
Oregon
$211K +$211K +1,613 New
GCA
865
Gideon Capital Advisors
New York
$208K -$911K -7,009 -81%
RRC
866
Relaxing Retirement Coach
Massachusetts
$208K +$208K +1,600 New
KFS
867
Kurt F. Somerville
$208K +$208K +1,600 New
CAW
868
Cornerstone Advisors (Washington)
Washington
$205K -$18.3K -141 -8%
RC
869
Randolph Company
Ohio
$205K +$205K +1,577 New
NFG
870
Next Financial Group
Texas
$202K -$145K -1,116 -42%
WI
871
Wintrust Investments
Illinois
$201K -$14.1K -109 -7%
MHS
872
M Holdings Securities
Oregon
$201K +$201K +1,546 New
SIA
873
Starfire Investment Advisers
Michigan
$200K +$200K +1,548 New
HWA
874
Heritage Wealth Advisors
Virginia
$199K +$199K +1,536 New
AIM
875
Anchor Investment Management
South Carolina
$197K +$28.7K +221 +17%