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Travelers Companies
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Overview Fund Activity

1,018 hedge funds and large institutions have $27.5B invested in Travelers Companies in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 320 increasing their positions, 426 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
25.42%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.45%
New
75
Increased
320
Reduced
426
Closed
55
Calls
$194M
Puts
$107M
Net Calls
+$87M
Net Calls Change
+$6.95M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$186M
2
Fidelity International
Fidelity International
Bermuda
$162M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$165M
4
American Century Companies
American Century Companies
Missouri
$114M
5
AQR Capital Management
AQR Capital Management
Connecticut
$477M

Top Sellers

1
AL
AJO LP
Pennsylvania
$197M
2
BlackRock
BlackRock
New York
$2.51B
3
Bank of America
Bank of America
North Carolina
$480M
4
JIM
Jupiter Investment Management
United Kingdom
$42.9M
5
State Street
State Street
Massachusetts
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
926
ETF Managers Group
New Jersey
$51K +$51K +403 New
GAM
927
Gemmer Asset Management
California
$50K – – –
BWM
928
Baystate Wealth Management
Massachusetts
$44K – – –
VCM
929
Versant Capital Management
Arizona
$43K – – –
LWM
930
Lenox Wealth Management
Ohio
$43K +$43K +337 New
HI
931
Hudock Inc
Pennsylvania
$42K – – –
MLFP
932
MPS Loria Financial Planners
Illinois
$42K +$42K +325 New
BWA
933
Burt Wealth Advisors
Maryland
$41K – – –
WPA
934
West Paces Advisors
Georgia
$40.7K – – –
JWA
935
JFS Wealth Advisors
Pennsylvania
$39K -$381 -3 -1%
BAM
936
Bruderman Asset Management
New York
$38K +$38K +300 New
SBL
937
Sargent Bickham Lagudis
Colorado
$37K – – –
SNT
938
Security National Trust
West Virginia
$37K – – –
MFBTD
939
MB Financial Bank - Trust Department
Illinois
$35K -$10.3K -80 -23%
MWM
940
Mascoma Wealth Management
New Hampshire
$35K +$761 +6 +2%
IIC
941
Integrated Investment Consultants
Michigan
$31K – – –
FANJ
942
Financial Architects (New Jersey)
New Jersey
$28K – – –
EDRH
943
Edmond de Rothschild Holding
Switzerland
$28K – – –
FCB
944
First Command Bank
Texas
$28K – – –
FCFS
945
First Command Financial Services
Texas
$28K – – –
GBT
946
Grove Bank & Trust
Florida
$28K +$19.9K +159 +245%
FBT
947
First Bank & Trust
South Dakota
$28K +$28K +225 New
GRP
948
Global Retirement Partners
California
$27K -$1.5K -12 -5%
AIS
949
Accurate Investment Solutions
Pennsylvania
$27K +$255 +2 +1%
GI
950
Gradient Investments
Minnesota
$27K +$6.04K +47 +29%
36 37
38
39 40