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Travelers Companies
TRV

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 %
BKA
876
Brick & Kyle Associates
Pennsylvania
$21K +$21K +202 New
BCMIO
877
Beacon Capital Management Inc (Ohio)
Ohio
$19K -$54.3K -500 -74%
TFO
878
Tarbox Family Office
California
$18K -$1.35K -13 -7%
GI
879
Gradient Investments
Minnesota
$18K – – –
FAM
880
Fred Alger Management
New York
$17K -$4.38K -41 -21%
LWCFA
881
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K -$1.55K -15 -9%
MWP
882
MYCIO Wealth Partners
Pennsylvania
$16K – – –
KPCM
883
Kings Point Capital Management
New York
$16K – – –
MA
884
MCF Advisors
Kentucky
$16K – – –
HIM
885
Hutchens Investment Management
New Hampshire
$15K +$15K +140 New
MFS
886
McNamara Financial Services
Massachusetts
$15K +$15K +140 New
SFWA
887
Summit Financial Wealth Advisors
Louisiana
$15K +$15K +140 New
SFPIA
888
Stevens First Principles Investment Advisors
California
$15K +$15K +145 New
JWA
889
JFS Wealth Advisors
Pennsylvania
$15K +$15K +145 New
PCTC
890
Perkins Coie Trust Company
Washington
$14K – – –
CCS
891
Crosspoint Capital Strategies
California
$14K – – –
IC
892
Intersect Capital
California
$14K +$14K +133 New
AC
893
Alexandria Capital
Virginia
$13K – – –
FPFS
894
First Personal Financial Services
North Carolina
$13K +$13K +123 New
AFIA
895
America First Investment Advisors
Nebraska
$12K – – –
FMB
896
Field & Main Bank
Kentucky
$11K -$11K -100 -50%
MUMSS
897
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K – – –
RCG
898
Ruggie Capital Group
Florida
$11K +$11K +104 New
NES
899
New England Securities
New York
$10K -$106K -1,000 -91%
TDC
900
Thompson Davis & Co
Virginia
$9K – – –
34 35
36
37 38