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Travelers Companies
TRV

Overview Fund Activity

950 hedge funds and large institutions have $31B invested in Travelers Companies in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 292 increasing their positions, 385 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+38
Holders Change %
+4.17%
% of All Funds
24.95%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.89%
New
110
Increased
292
Reduced
385
Closed
65
Calls
$81.8M
Puts
$115M
Net Calls
-$33.1M
Net Calls Change
-$12.1M

Top Buyers

1
State Street
State Street
Massachusetts
+$2.07B
2
ACM
Americafirst Capital Management
California
+$1.81B
3
Deutsche Bank
Deutsche Bank
Germany
+$93.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$50.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$44.8M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.97B
2
OSAM
O'Shaughnessy Asset Management
Connecticut
-$148M
3
WG
Winton Group
United Kingdom
-$121M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$108M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
876
Shamrock Asset Management
Texas
$33K – – –
GI
877
Gradient Investments
Minnesota
$32K – – –
Carson Wealth (CWM LLC)
878
Carson Wealth (CWM LLC)
Nebraska
$30K -$111K -983 -79%
ACS
879
Archford Capital Strategies
Illinois
$29K +$26.1K +225 +900%
CA
880
CapWealth Advisors
Tennessee
$28K – – –
JGIA
881
Jackson Grant Investment Advisers
Connecticut
$28K +$28K +250 New
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K +$9.64K +86 +55%
HR
883
Howe & Rusling
New York
$25K -$3.36K -30 -12%
BKA
884
Brick & Kyle Associates
Pennsylvania
$23K – – –
AWM
885
AllSquare Wealth Management
New York
$23K – – –
CCS
886
Crosspoint Capital Strategies
California
$23K +$8.6K +80 +60%
AOWM
887
Alpha Omega Wealth Management
Virginia
$23K +$23K +200 New
AIS
888
Accurate Investment Solutions
Pennsylvania
$23K +$23K +204 New
TC
889
Trust Company
Kansas
$22.7K -$17.7K -157 -44%
TFO
890
Tarbox Family Office
California
$22K +$3.59K +32 +20%
RPG
891
Risk Paradigm Group
Texas
$21.9K +$4.06K +36 +23%
PR
892
Payden & Rygel
California
$21K +$21K +186 New
BCMIO
893
Beacon Capital Management Inc (Ohio)
Ohio
$20K -$343 -3 -2%
ACM
894
Armbruster Capital Management
New York
$20K +$20K +176 New
PFS
895
Physicians Financial Services
North Carolina
$19K +$19K +170 New
RFWA
896
RPg Family Wealth Advisory
Massachusetts
$18.1K +$18.1K +160 New
MWP
897
MYCIO Wealth Partners
Pennsylvania
$17K – – –
KPCM
898
Kings Point Capital Management
New York
$17K – – –
LWA
899
Lowe Wealth Advisors
Maryland
$17K – – –
APSP
900
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K – – –
34 35
36
37 38