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Travelers Companies

1,161 hedge funds and large institutions have $28.3B invested in Travelers Companies in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 339 increasing their positions, 473 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
22.93%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
134
Increased
339
Reduced
473
Closed
94
Calls
$159M
Puts
$120M
Net Calls
+$38.9M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
901
Sequoia Financial Advisors
Ohio
$232K -$86.1K -630 -27%
FMWA
902
Forvis Mazars Wealth Advisors
Missouri
$232K +$232K +1,695 New
RWA
903
Ropes Wealth Advisors
Massachusetts
$231K -$144K -1,050 -38%
GVAG
904
Great Valley Advisor Group
Delaware
$230K +$27.2K +199 +13%
CMI
905
Clare Market Investments
Texas
$229K +$1.23K +9 +0.5%
Los Angeles Capital Management
906
Los Angeles Capital Management
California
$229K -$215K -1,572 -48%
CCMD
907
Cypress Capital Management (Delaware)
Delaware
$229K -$274 -2 -0.1%
SWM
908
SeaCrest Wealth Management
New York
$228K +$823 +6 +0.4%
CGL
909
Clarius Group LLC
Washington
$227K +$12.5K +91 +6%
SS
910
Sunbelt Securities
Texas
$226K +$226K +1,648 New
D.E. Shaw & Co
911
D.E. Shaw & Co
New York
$226K +$226K +1,650 New
HFG
912
Heron Financial Group
New York
$225K +$225K +1,638 New
1IA
913
1834 Investment Advisors
Wisconsin
$224K -$51.8K -379 -19%
BHWM
914
Bar Harbor Wealth Management
New Hampshire
$224K
WPA
915
Winning Points Advisors
Florida
$224K
EH
916
Equitable Holdings
New York
$224K +$224K +1,639 New
KPW
917
Kore Private Wealth
New York
$223K +$5.35K +39 +2%
TAM
918
Tradition Asset Management
Virginia
$222K -$3.96K -29 -2%
OC
919
Oakworth Capital
Alabama
$222K
NL
920
NWAM LLC
Washington
$221K -$1.1K -8 -0.5%
ACA
921
Aptus Capital Advisors
Alabama
$220K
BOS
922
Bingham Osborn & Scarborough
California
$220K +$220K +1,605 New
RRC
923
Relaxing Retirement Coach
Massachusetts
$219K
NQWM
924
Northwest Quadrant Wealth Management
Oregon
$219K
RC
925
Randolph Company
Ohio
$216K