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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
926
TRUE Private Wealth Advisors
Oregon
$28K – – –
SL
927
Savior LLC
Massachusetts
$28K – – –
BCM
928
Bourgeon Capital Management
Connecticut
$28K +$229 +2 +0.8%
BWA
929
Burt Wealth Advisors
Maryland
$27K +$2.09K +18 +8%
SIA
930
Sit Investment Associates
Minnesota
$26K – – –
EDRH
931
Edmond de Rothschild Holding
Switzerland
$25K – – –
VCM
932
Versant Capital Management
Arizona
$25K +$333 +3 +1%
JWM
933
Janiczek Wealth Management
Colorado
$25K +$25K +223 New
CCM
934
Covington Capital Management
California
$23K -$92K -800 -80%
PGAM
935
Princeton Global Asset Management
New Jersey
$23K – – –
MLFP
936
MPS Loria Financial Planners
Illinois
$23K +$23K +200 New
GFPC
937
Global Financial Private Client
Florida
$22.5K -$11.3K -100 -33%
ACA
938
Atlas Capital Advisors
Wyoming
$22.5K -$55.3K -485 -71%
SFPG
939
Stonebridge Financial Planning Group
Florida
$22K – – –
CMA
940
Cedar Mountain Advisors
Oregon
$21K – – –
BAM
941
Bellevue Asset Management
Washington
$20K – – –
SLF
942
Sun Life Financial
Ontario, Canada
$18K -$813 -7 -4%
IFA
943
Interactive Financial Advisors
Illinois
$18K – – –
M
944
MOTCO
Texas
$17K – – –
KPCM
945
Kings Point Capital Management
New York
$17K – – –
PIMG
946
Patriot Investment Management Group
Tennessee
$16.9K +$16.9K +148 New
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K -$3.71K -32 -19%
TC
948
Trust Company
Kansas
$16K – – –
RWG
949
Regal Wealth Group
California
$16K – – –
CHA
950
Carmichael Hill & Associates
Maryland
$16K – – –
36 37
38
39 40