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Travelers Companies
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Overview Fund Activity

1,014 hedge funds and large institutions have $22.6B invested in Travelers Companies in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 421 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-14
Holders Change %
-1.36%
% of All Funds
20.51%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
82
Increased
314
Reduced
421
Closed
92
Calls
$142M
Puts
$87.6M
Net Calls
+$54.8M
Net Calls Change
+$33.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$233M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.4M
3
CVA
Ceredex Value Advisors
Florida
+$46.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$43.3M
5
Morgan Stanley
Morgan Stanley
New York
+$41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$249M
2
Boston Partners
Boston Partners
Massachusetts
-$97.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$58.2M
4
State Street
State Street
Massachusetts
-$47.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
926
Covington Capital Management
California
$22K – – –
MLFP
927
MPS Loria Financial Planners
Illinois
$22K – – –
GFPC
928
Global Financial Private Client
Florida
$21.6K – – –
HCP
929
Hexagon Capital Partners
Arkansas
$21K +$21K +173 New
CMA
930
Cedar Mountain Advisors
Oregon
$20K – – –
HWM
931
Holloway Wealth Management
Florida
$19K – – –
BAM
932
Bellevue Asset Management
Washington
$19K +$106 +1 +0.6%
AWM
933
Adams Wealth Management
Utah
$19K +$19K +173 New
IFA
934
Interactive Financial Advisors
Illinois
$17K – – –
FFA
935
Founders Financial Alliance
North Carolina
$17K +$17K +154 New
SLF
936
Sun Life Financial
Ontario, Canada
$16K -$424 -4 -3%
TC
937
Trust Company
Kansas
$16K – – –
CHA
938
Carmichael Hill & Associates
Maryland
$16K – – –
M
939
MOTCO
Texas
$16K – – –
CDIA
940
Capital Directions Investment Advisors
Georgia
$16K +$16K +150 New
LWANC
941
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
PW
942
Price Wealth
Texas
$15K – – –
RWG
943
Regal Wealth Group
California
$15K – – –
PFO
944
Pathstone Family Office
New Jersey
$15K +$13.8K +134 +1,117%
SNT
945
Security National Trust
West Virginia
$14K – – –
RTC
946
Riverview Trust Company
Washington
$14K – – –
CCM
947
Cribstone Capital Management
Maine
$14K – – –
MPWT
948
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +130 New
GWMIA
949
Global Wealth Management Investment Advisory
Florida
$13K – – –
AWA
950
Arkadios Wealth Advisors
Georgia
$12.5K +$113 +1 +0.9%
36 37
38
39 40