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Travelers Companies
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Overview Fund Activity

1,018 hedge funds and large institutions have $27.5B invested in Travelers Companies in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 320 increasing their positions, 426 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
25.42%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.45%
New
75
Increased
320
Reduced
426
Closed
55
Calls
$194M
Puts
$107M
Net Calls
+$87M
Net Calls Change
+$6.95M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$186M
2
Fidelity International
Fidelity International
Bermuda
$162M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$165M
4
American Century Companies
American Century Companies
Missouri
$114M
5
AQR Capital Management
AQR Capital Management
Connecticut
$477M

Top Sellers

1
AL
AJO LP
Pennsylvania
$197M
2
BlackRock
BlackRock
New York
$2.51B
3
Bank of America
Bank of America
North Carolina
$480M
4
JIM
Jupiter Investment Management
United Kingdom
$42.9M
5
State Street
State Street
Massachusetts
$2.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
951
Alpha Omega Wealth Management
Virginia
$25K – – –
GWA
952
Guidant Wealth Advisors
Illinois
$25K +$14.2K +113 +131%
BTIS
953
BB&T Investment Services
North Carolina
$24K -$791 -6 -3%
TFO
954
Tarbox Family Office
California
$24K – – –
LF
955
Lee Financial
Texas
$23K – – –
CCM
956
Cribstone Capital Management
Maine
$23K – – –
HR
957
Howe & Rusling
New York
$22K -$14.4K -113 -40%
ACM
958
Armbruster Capital Management
New York
$22K – – –
MA
959
MCF Advisors
Kentucky
$22K +$9.48K +75 +76%
RFWA
960
RPg Family Wealth Advisory
Massachusetts
$20.2K – – –
IUHSA
961
Itau Unibanco Holding S.A.
Brazil
$20K -$5K -40 -20%
RCG
962
Ruggie Capital Group
Florida
$20K – – –
KPCM
963
Kings Point Capital Management
New York
$19K – – –
BAM
964
Barrett Asset Management
New York
$19K – – –
PS
965
Portfolio Solutions
Michigan
$19K – – –
PCM
966
Prelude Capital Management
New York
$18K -$136K -1,053 -88%
TC
967
Trust Company
Kansas
$18K – – –
APSP
968
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
CT
969
Clearstead Trust
Maine
$18K +$18K +140 New
Lazard Asset Management
970
Lazard Asset Management
New York
$17K -$4.16K -34 -20%
OIA
971
OneDigital Investment Advisors
Kansas
$17K +$17K +131 New
RWG
972
Regal Wealth Group
California
$16K – – –
M
973
MOTCO
Texas
$16K +$12.7K +100 +385%
NSIM
974
North Star Investment Management
Illinois
$15K -$26.1K -200 -63%
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$14.3K +$3.92K +31 +38%
37 38
39
40 41