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Travelers Companies
TRV

Overview Fund Activity

991 hedge funds and large institutions have $27.2B invested in Travelers Companies in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 313 increasing their positions, 403 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+28
Holders Change %
+2.91%
% of All Funds
24.81%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.48%
New
121
Increased
313
Reduced
403
Closed
78
Calls
$201M
Puts
$187M
Net Calls
+$14.3M
Net Calls Change
+$4.5M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$252M
2
Norges Bank
Norges Bank
Norway
$262M
3
State Street
State Street
Massachusetts
$2.28B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$568M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$461M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M
2
Allianz Asset Management
Allianz Asset Management
Germany
$378M
3
TG
TCW Group
California
$2.57M
4
AAMU
Amundi Asset Management US
Massachusetts
$28.8M
5
Ameriprise
Ameriprise
Minnesota
$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K -$19.8K -155 -64%
FMP
952
Financial Management Professionals
Texas
$11K +$11K +90 New
MPWT
953
MassMutual Private Wealth & Trust
Connecticut
$10K +$10K +82 New
GWA
954
Guidant Wealth Advisors
Illinois
$10K -$116 -1 -1%
CAM
955
ClariVest Asset Management
California
$10K – – –
KLI
956
Kelman-Lazarov Inc
Tennessee
$9.79K – – –
DPA
957
Delphi Private Advisors
California
$9K -$6.2K -53 -41%
AA
958
AlphaMark Advisors
Kentucky
$9K – – –
GBT
959
Grove Bank & Trust
Florida
$8K +$8K +65 New
Schroder Investment Management Group
960
Schroder Investment Management Group
United Kingdom
$7K -$1.48M -12,465 -100%
WAS
961
Winch Advisory Services
Wisconsin
$7K – – –
CWM
962
Cranbrook Wealth Management
Michigan
$7K – – –
BIMC
963
Benson Investment Management Company
Virginia
$7K +$7K +56 New
BCI
964
Brinker Capital Investments
Pennsylvania
$6K -$261K -2,215 -98%
CPIG
965
Chicago Partners Investment Group
Illinois
$6K +$6K +49 New
NSB
966
Norway Savings Bank
Maine
$6K +$6K +50 New
RCG
967
Ruggie Capital Group
Florida
$5K -$14.5K -116 -74%
PCP
968
Proficio Capital Partners
Massachusetts
$5K – – –
SFG
969
SevenBridge Financial Group
Pennsylvania
$5K – – –
BCFS
970
Butensky & Cohen Financial Security
Florida
$5K – – –
PO
971
Private Ocean
California
$5K +$5K +40 New
FAM
972
Fred Alger Management
New York
$4K -$129K -1,100 -97%
HWP
973
Hefty Wealth Partners
Indiana
$4K – – –
CFA
974
CT Financial Advisors
Pennsylvania
$3.92K – – –
HIM
975
Hillsdale Investment Management
Ontario, Canada
$3K -$600 -5 -17%
37 38
39
40 41