TRV icon

Travelers Companies
TRV

Overview Fund Activity

991 hedge funds and large institutions have $27.2B invested in Travelers Companies in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 313 increasing their positions, 403 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+28
Holders Change %
+2.91%
% of All Funds
24.81%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.48%
New
121
Increased
313
Reduced
403
Closed
78
Calls
$201M
Puts
$187M
Net Calls
+$14.3M
Net Calls Change
+$4.5M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$252M
2
Norges Bank
Norges Bank
Norway
$262M
3
State Street
State Street
Massachusetts
$2.28B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$568M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$461M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M
2
Allianz Asset Management
Allianz Asset Management
Germany
$378M
3
TG
TCW Group
California
$2.57M
4
AAMU
Amundi Asset Management US
Massachusetts
$28.8M
5
Ameriprise
Ameriprise
Minnesota
$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
901
Peoples Financial Services Corp
Pennsylvania
$42K +$3K +25 +8%
HI
902
Hudock Inc
Pennsylvania
$41K – – –
JG
903
Jefferies Group
New York
$40K -$4.52M -36,810 -99%
HR
904
Howe & Rusling
New York
$40K -$5.29K -43 -12%
VIA
905
Vantage Investment Advisors
Pennsylvania
$40K +$40K +325 New
WPA
906
West Paces Advisors
Georgia
$39.4K +$39.4K +322 New
JWA
907
JFS Wealth Advisors
Pennsylvania
$38K +$123 +1 +0.3%
BAM
908
Bruderman Asset Management
New York
$37K – – –
PFS
909
Physicians Financial Services
North Carolina
$37K – – –
SBL
910
Sargent Bickham Lagudis
Colorado
$36K +$21.1K +172 +141%
BWM
911
Baystate Wealth Management
Massachusetts
$36K +$36K +300 New
IIC
912
Integrated Investment Consultants
Michigan
$33K -$1.21K -10 -4%
MWM
913
Mascoma Wealth Management
New Hampshire
$33K +$33K +270 New
ACS
914
Archford Capital Strategies
Illinois
$32K – – –
JGIA
915
Jackson Grant Investment Advisers
Connecticut
$31K +$242 +2 +0.8%
GRP
916
Global Retirement Partners
California
$30K +$30K +241 New
FANJ
917
Financial Architects (New Jersey)
New Jersey
$27K -$22.9K -188 -46%
LCM
918
Liberty Capital Management
Michigan
$27K – – –
FCFS
919
First Command Financial Services
Texas
$27K +$27K +224 New
FCB
920
First Command Bank
Texas
$27K +$27K +224 New
AIS
921
Accurate Investment Solutions
Pennsylvania
$26K +$124 +1 +0.5%
PCM
922
Penserra Capital Management
California
$25K +$5.98K +49 +31%
BKA
923
Brick & Kyle Associates
Pennsylvania
$24K – – –
AOWM
924
Alpha Omega Wealth Management
Virginia
$24K – – –
TFO
925
Tarbox Family Office
California
$23K – – –
35 36
37
38 39