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Travelers Companies
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Overview Fund Activity

912 hedge funds and large institutions have $24.9B invested in Travelers Companies in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 324 increasing their positions, 381 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-36
Holders Change %
-3.8%
% of All Funds
25.49%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.75%
New
47
Increased
324
Reduced
381
Closed
72
Calls
$98.2M
Puts
$119M
Net Calls
-$21.1M
Net Calls Change
-$8.94M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$566M
2
Allianz Asset Management
Allianz Asset Management
Germany
$688M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$260M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$76.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$70.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$503M
2
Deutsche Bank
Deutsche Bank
Germany
$127M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Boston Partners
Boston Partners
Massachusetts
$305M
5
Jennison Associates
Jennison Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
876
Crosspoint Capital Strategies
California
$13K +$13K +134 New
IPC
877
Independent Portfolio Consultants
Florida
$11K -$29K -290 -73%
CG
878
Colony Group
Massachusetts
$11K -$25.6K -265 -70%
AFIA
879
America First Investment Advisors
Nebraska
$11K – – –
AWS
880
Aris Wealth Services
Pennsylvania
$10K -$685K -7,194 -99%
MA
881
MCF Advisors
Kentucky
$10K -$5.66K -56 -36%
JWA
882
JFS Wealth Advisors
Pennsylvania
$10K -$3.59K -37 -26%
FNBOO
883
First National Bank of Omaha
Nebraska
$9.19K +$201 +2,017 +2%
LFR
884
Lehman Financial Resources
Pennsylvania
$9K – – –
TIM
885
Tortoise Investment Management
New York
$8K – – –
AA
886
AlphaMark Advisors
Kentucky
$7K – – –
DOA
887
D'Orazio & Associates
Virginia
$7K +$7K +63 New
WAS
888
Winch Advisory Services
Wisconsin
$6K – – –
SNT
889
Security National Trust
West Virginia
$5K – – –
PIM
890
Parasol Investment Management
Illinois
$5K – – –
CWM
891
Cranbrook Wealth Management
Michigan
$5K – – –
LWA
892
Lenox Wealth Advisors
New York
$5K +$5K +52 New
CCMW
893
Cypress Capital Management (Wyoming)
Wyoming
$4.98K – – –
BCFS
894
Butensky & Cohen Financial Security
Florida
$4K – – –
GXMC
895
Global X Management Company
New York
$4K +$103 +1 +3%
CFA
896
CT Financial Advisors
Pennsylvania
$3.19K – – –
VIA
897
Vident Investment Advisory
Georgia
$3K -$479K -5,590 -99%
MAS
898
Madden Advisory Services
Florida
$3K – – –
CLOS
899
Compagnie Lombard Odier SCmA
Switzerland
$3K – – –
NMIS
900
Northwestern Mutual Investment Services
Wisconsin
$3K +$3K +33 New
34 35
36
37 38