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Travelers Companies
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Overview Fund Activity

1,097 hedge funds and large institutions have $29.8B invested in Travelers Companies in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 306 increasing their positions, 453 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
25.18%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
94
Increased
306
Reduced
453
Closed
85
Calls
$177M
Puts
$91M
Net Calls
+$86.5M
Net Calls Change
+$68.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
3
Deutsche Bank
Deutsche Bank
Germany
+$189M
4
JIM
Jupiter Investment Management
United Kingdom
+$163M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$400M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$342M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$127M
4
State Street
State Street
Massachusetts
-$121M
5
Norges Bank
Norges Bank
Norway
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
876
Northwest Quadrant Wealth Management
Oregon
$221K – – –
CT
877
Chicago Trust
Illinois
$220K -$3.47K -25 -2%
RC
878
Randolph Company
Ohio
$219K – – –
KIC
879
Keating Investment Counselors
Florida
$218K – – –
FAIM
880
Financial Advocates Investment Management
Washington
$216K +$216K +1,558 New
Fisher Asset Management
881
Fisher Asset Management
Washington
$214K -$183K -1,316 -46%
HWA
882
Heritage Wealth Advisors
Virginia
$214K +$1.67K +12 +0.8%
WT
883
Washington Trust
Rhode Island
$210K -$11.1K -80 -5%
ACI
884
Alpha Cubed Investments
California
$209K – – –
LFAS
885
Level Four Advisory Services
Texas
$209K +$209K +1,504 New
KWA
886
KCS Wealth Advisory
California
$208K -$1.11K -8 -0.5%
PP
887
Prospector Partners
Connecticut
$208K – – –
TFS
888
TrustCore Financial Services
Tennessee
$208K +$6.93K +50 +3%
VRS
889
Virginia Retirement Systems
Virginia
$208K +$208K +1,500 New
BRWA
890
B. Riley Wealth Advisors
Florida
$207K +$207K +1,486 New
VST
891
Van Strum & Towne
California
$205K -$36.1K -260 -15%
BCB
892
Brian C. Broderick
$205K – – –
SC
893
SRB Corp
Massachusetts
$204K – – –
GC
894
Grimes & Company
Massachusetts
$204K +$204K +1,466 New
FBT
895
First Bankers Trust
Kentucky
$204K +$204K +1,468 New
KFC
896
Klingenstein Fields & Co
New York
$203K -$13.9K -100 -6%
RHBC
897
R.H. Bluestein & Co
Michigan
$202K +$202K +1,457 New
ST
898
Spinnaker Trust
Maine
$200K +$200K +1,445 New
BCWM
899
Bartlett & Co Wealth Management
Ohio
$194K +$194K +1,399 New
SOAMC
900
Spirit of America Management Corp
New York
$194K – – –
34 35
36
37 38