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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 %
KFS
926
Kurt F. Somerville
$216K
TSS
927
Two Sigma Securities
New York
$216K +$216K +1,574 New
HWA
928
Heritage Wealth Advisors
Virginia
$215K +$4.66K +34 +2%
CG
929
Caprock Group
Idaho
$212K -$10.2K -74 -5%
TC
930
Telemus Capital
Michigan
$212K +$212K +1,551 New
SIA
931
Starfire Investment Advisers
Michigan
$211K
SDH
932
Sloy Dahl & Holst
Washington
$211K +$211K +1,547 New
Kovitz Investment Group Partners
933
Kovitz Investment Group Partners
Illinois
$210K +$210K +1,529 New
Cetera Investment Advisers
934
Cetera Investment Advisers
Illinois
$209K +$9.2K +68 +5%
PCA
935
Personal Capital Advisors
California
$209K +$16K +117 +8%
UBV
936
United Bank (Virginia)
Virginia
$208K -$7.81K -57 -4%
NAS
937
Nicolet Advisory Services
Wisconsin
$207K +$6.85K +50 +3%
FWM
938
FSA Wealth Management
Massachusetts
$207K +$207K +1,510 New
WI
939
Wintrust Investments
Illinois
$206K
Lido Advisors
940
Lido Advisors
California
$205K +$205K +1,498 New
RHBC
941
R.H. Bluestein & Co
Michigan
$204K -$686 -5 -0.3%
TL
942
TrueWealth LLC
Georgia
$203K -$411 -3 -0.2%
FBC
943
Fairfield, Bush & Co
Connecticut
$203K
CF
944
Centaurus Financial
California
$196K +$196K +1,430 New
AIS
945
Accurate Investment Solutions
Pennsylvania
$195K +$164K +1,201 +539%
DAM
946
Delta Asset Management
Tennessee
$192K -$14.2K -104 -7%
SOAMC
947
Spirit of America Management Corp
New York
$192K
IA
948
IFP Advisors
Florida
$184K -$40.6K -299 -18%
BBHC
949
Brown Brothers Harriman & Co
New York
$184K +$38K +278 +26%
FMT
950
First Mercantile Trust
Tennessee
$183K -$4.12K -30 -2%