TRV icon

Travelers Companies
TRV

Overview Fund Activity

963 hedge funds and large institutions have $25.7B invested in Travelers Companies in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 309 increasing their positions, 401 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-4
Holders Change %
-0.41%
% of All Funds
25.73%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.43%
New
60
Increased
309
Reduced
401
Closed
52
Calls
$156M
Puts
$147M
Net Calls
+$9.79M
Net Calls Change
+$5.89M

Top Buyers

1
BG
BlackRock Group
United Kingdom
$434M
2
JIM
Jupiter Investment Management
United Kingdom
$109M
3
BIT
BlackRock Institutional Trust
California
$1.04B
4
Axa
Axa
France
$92.4M
5
BlackRock
BlackRock
New York
$125M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$101M
2
Boston Partners
Boston Partners
Massachusetts
$135M
3
PP
Prudential plc
United Kingdom
$4.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$879M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
901
Barnett & Company
Tennessee
$38K -$3.18K -28 -8%
HI
902
Hudock Inc
Pennsylvania
$38K – – –
CWM
903
Catamount Wealth Management
Connecticut
$38K – – –
PFSC
904
Peoples Financial Services Corp
Pennsylvania
$37K -$2.85K -25 -7%
PFS
905
Physicians Financial Services
North Carolina
$36K – – –
JWA
906
JFS Wealth Advisors
Pennsylvania
$35K +$22.7K +200 +183%
BAM
907
Bruderman Asset Management
New York
$34K – – –
Carson Wealth (CWM LLC)
908
Carson Wealth (CWM LLC)
Nebraska
$33K -$28.7K -249 -47%
IIC
909
Integrated Investment Consultants
Michigan
$32K – – –
ACS
910
Archford Capital Strategies
Illinois
$30K +$30K +263 New
CA
911
CapWealth Advisors
Tennessee
$29K – – –
JGIA
912
Jackson Grant Investment Advisers
Connecticut
$29K +$114 +1 +0.4%
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
LCM
914
Liberty Capital Management
Michigan
$26K +$26K +230 New
Lazard Asset Management
915
Lazard Asset Management
New York
$25K -$156K -1,400 -86%
PMFA
916
Plante Moran Financial Advisors
Michigan
$25K -$9.68K -84 -28%
JSAM
917
J. Safra Asset Management
New York
$25K – – –
BKA
918
Brick & Kyle Associates
Pennsylvania
$24K – – –
AIS
919
Accurate Investment Solutions
Pennsylvania
$24K +$115 +1 +0.5%
AOWM
920
Alpha Omega Wealth Management
Virginia
$23K – – –
TFO
921
Tarbox Family Office
California
$21K – – –
ACM
922
Armbruster Capital Management
New York
$20K – – –
RFWA
923
RPg Family Wealth Advisory
Massachusetts
$19K -$18.3K -160 -49%
RCG
924
Ruggie Capital Group
Florida
$18K – – –
SNT
925
Security National Trust
West Virginia
$18K – – –
35 36
37
38 39