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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 %
PHK
901
Point72 Hong Kong
Hong Kong
$8K -$873K -8,078 -99%
SMG
902
Spectrum Management Group
Indiana
$8K – – –
AA
903
AlphaMark Advisors
Kentucky
$8K +$3.09K +29 +63%
TIM
904
Tortoise Investment Management
New York
$8K +$4.53K +43 +130%
HF
905
Hoxton Financial
West Virginia
$7K – – –
SNT
906
Security National Trust
West Virginia
$6K +$4.36K +40 +267%
LWA
907
Lenox Wealth Advisors
New York
$6K +$6K +52 New
AWM
908
Avior Wealth Management
Nebraska
$5K – – –
CFA
909
CT Financial Advisors
Pennsylvania
$3.39K +$3.39K +32 New
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$3K -$780K -7,283 -100%
ACS
911
Archford Capital Strategies
Illinois
$3K – – –
ST
912
SpiderRock Trading
Illinois
$3K -$12K – –
WCM
913
Wealthcare Capital Management
Virginia
$3K +$3K +24 New
BPM
914
Bowling Portfolio Management
Ohio
$2.77K +$2.77K +26,122 New
BRWA
915
B. Riley Wealth Advisors
Florida
$2.61K +$1.36K +2,335 +109%
TFA
916
Transamerica Financial Advisors
Florida
$2K -$374K -2,989 -99%
CPA
917
Cowen Prime Advisors
New York
$2K -$118 -1 -6%
ARMC
918
American Research & Management Company
Massachusetts
$2K – – –
NSIM
919
North Star Investment Management
Illinois
$2K – – –
CFN
920
Cordasco Financial Network
Florida
$2K – – –
Twin Tree Management
921
Twin Tree Management
Texas
$2K +$1.39K +16 +229%
MIM
922
Macroview Investment Management
Maryland
$1K -$364 -4 -27%
BRWM
923
B. Riley Wealth Management
Tennessee
$1K – – –
GWA
924
Genesis Wealth Advisors
Massachusetts
$888 +$888 +8 New
FTC
925
Farmers Trust Company
Ohio
$373 -$4.44M -35,693 -100%
35 36
37
38 39