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Travelers Companies
TRV

Overview Fund Activity

950 hedge funds and large institutions have $31B invested in Travelers Companies in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 292 increasing their positions, 385 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+38
Holders Change %
+4.17%
% of All Funds
24.95%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.89%
New
110
Increased
292
Reduced
385
Closed
65
Calls
$81.8M
Puts
$115M
Net Calls
-$33.1M
Net Calls Change
-$12.1M

Top Buyers

1
State Street
State Street
Massachusetts
$2.07B
2
ACM
Americafirst Capital Management
California
$1.81B
3
Deutsche Bank
Deutsche Bank
Germany
$238M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$50.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$169M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$2.23B
2
OSAM
O'Shaughnessy Asset Management
Connecticut
$150M
3
WG
Winton Group
United Kingdom
$47.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$673M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFS
926
Butensky & Cohen Financial Security
Florida
$5K – – –
DIA
927
Davidson Investment Advisors
Montana
$5K +$5K +50 New
PCP
928
Proficio Capital Partners
Massachusetts
$4K +$4K +38 New
HWP
929
Hefty Wealth Partners
Indiana
$4K +$4K +40 New
CFA
930
CT Financial Advisors
Pennsylvania
$3.61K – – –
HIM
931
Hillsdale Investment Management
Ontario, Canada
$3K -$237K -1,975 -99%
WCM
932
Wealthcare Capital Management
Virginia
$3K – – –
UMA
933
USA Mutuals Advisors
Texas
$3K +$3K +23 New
DSN
934
D. Scott Neal
Kentucky
$3K +$3K +29 New
ST
935
Spot Trading
Illinois
$2K -$721K -6,850 -100%
NMIS
936
Northwestern Mutual Investment Services
Wisconsin
$2K -$1.67K -15 -45%
CFN
937
Cordasco Financial Network
Florida
$2K – – –
ARMC
938
American Research & Management Company
Massachusetts
$2K – – –
OSNBOA
939
Old Second National Bank of Aurora
Illinois
$2K – – –
RWM
940
Rezny Wealth Management
Florida
$2K – – –
1832 Asset Management
941
1832 Asset Management
Ontario, Canada
$2K +$2K +22 New
WA
942
WBH Advisory
Maryland
$1.98K -$66 -585 -3%
ACM
943
Argentus Capital Management
Texas
$1K -$1.14M -12,528 -100%
TCM
944
Tanaka Capital Management
New York
$1K – – –
GWS
945
Glassman Wealth Services
Virginia
$1K – – –
EWM
946
Edge Wealth Management
New York
$1K – – –
TFA
947
Transamerica Financial Advisors
Florida
$1K – – –
AFP
948
Ausdal Financial Partners
Iowa
$1K +$1K +7 New
MJRIC
949
Mogy Joel R Investment Counsel
California
$238 -$2.15K -1,896 -90%
Robeco Institutional Asset Management
950
Robeco Institutional Asset Management
Netherlands
– -$84.8M -851,849 Closed
36 37
38
39 40