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Travelers Companies

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
901
Avantax Planning Partners
Iowa
$258K
WSC
902
Wellington Shields & Co
New York
$258K
AIM
903
Aspen Investment Management
Michigan
$257K
WCM
904
Windsor Capital Management
Arizona
$257K +$337 +2 +0.1%
AIM
905
Anchor Investment Management
South Carolina
$255K
OWP
906
Obermeyer Wealth Partners
Colorado
$254K
TIA
907
Tiemann Investment Advisors
California
$254K
ATFA
908
All Terrain Financial Advisors
Minnesota
$253K
CWM
909
Calamos Wealth Management
Illinois
$253K +$8.11K +48 +3%
ZCA
910
Zeke Capital Advisors
Pennsylvania
$252K
BP
911
BBR Partners
New York
$251K
MA
912
MONECO Advisors
Connecticut
$251K +$251K +1,483 New
GWANC
913
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K +$251K +1,486 New
GLA
914
Good Life Advisors
Pennsylvania
$250K +$19.3K +114 +8%
DOA
915
D'Orazio & Associates
Virginia
$250K +$58.4K +346 +31%
ECM
916
Evergreen Capital Management
Washington
$249K -$8.27K -49 -3%
UAS
917
United Asset Strategies
New York
$249K +$3.88K +23 +2%
MSA
918
Marino Stram & Associates
Massachusetts
$248K +$847 +5 +0.3%
FWM
919
Fairhaven Wealth Management
Illinois
$244K -$19.6K -116 -7%
ST
920
Spinnaker Trust
Maine
$244K
NEAM
921
New England Asset Management
Connecticut
$241K
BCA
922
Bay Colony Advisors
Massachusetts
$241K +$65K +409 +37%
DS
923
Dudley & Shanley
Florida
$237K
ERIM
924
Eagle Ridge Investment Management
Connecticut
$237K
DU
925
Delphia (USA)
Ontario, Canada
$235K -$351K -2,076 -60%