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Travelers Companies
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Overview Fund Activity

1,034 hedge funds and large institutions have $20.6B invested in Travelers Companies in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 335 increasing their positions, 457 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-127
Holders Change %
-10.94%
% of All Funds
22.84%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
76
Increased
335
Reduced
457
Closed
191
Calls
$111M
Puts
$80.1M
Net Calls
+$30.4M
Net Calls Change
-$8.47M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$127M
4
NI
Nuance Investments
Missouri
+$70.3M
5
Norges Bank
Norges Bank
Norway
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$95.9M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
Boston Partners
Boston Partners
Massachusetts
-$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$2.84K -29 -10%
FPB
927
First PREMIER Bank
South Dakota
$25K – – –
TCM
928
Tradewinds Capital Management
Washington
$25K – – –
TPWA
929
TRUE Private Wealth Advisors
Oregon
$24K -$205K -2,131 -90%
SL
930
Savior LLC
Massachusetts
$24K -$392 -4 -2%
BCM
931
Bourgeon Capital Management
Connecticut
$24K +$99 +1 +0.4%
FANJ
932
Financial Architects (New Jersey)
New Jersey
$23K -$10.9K -110 -32%
SIA
933
Sit Investment Associates
Minnesota
$22K -$97.3K -1,000 -82%
O
934
Ossiam
France
$22K -$77.2K -776 -78%
VCM
935
Versant Capital Management
Arizona
$22K -$3.47K -35 -14%
EDRH
936
Edmond de Rothschild Holding
Switzerland
$22K – – –
PMFA
937
Plante Moran Financial Advisors
Michigan
$22K +$15.6K +157 +245%
SFSIG
938
San Francisco Sentry Investment Group
California
$21K -$11.4K -110 -35%
SFPG
939
Stonebridge Financial Planning Group
Florida
$21K – – –
MCM
940
McMillion Capital Management
North Carolina
$21K – – –
BWA
941
Burt Wealth Advisors
Maryland
$21K +$4.2K +43 +25%
PGAM
942
Princeton Global Asset Management
New Jersey
$20K -$14K -142 -41%
OSNBOA
943
Old Second National Bank of Aurora
Illinois
$20K – – –
LF
944
Lee Financial
Texas
$18K -$398 -4 -2%
BAM
945
Bellevue Asset Management
Washington
$18K – – –
CMA
946
Cedar Mountain Advisors
Oregon
$18K – – –
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$1.6K +16 +10%
NC
948
NewSquare Capital
Pennsylvania
$17K +$12.8K +126 +307%
IFA
949
Interactive Financial Advisors
Illinois
$16K – – –
SLF
950
Sun Life Financial
Ontario, Canada
$16K +$790 +8 +5%
36 37
38
39 40