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Travelers Companies
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Overview Fund Activity

1,097 hedge funds and large institutions have $29.8B invested in Travelers Companies in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 306 increasing their positions, 453 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
25.18%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
94
Increased
306
Reduced
453
Closed
85
Calls
$177M
Puts
$91M
Net Calls
+$86.5M
Net Calls Change
+$68.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
3
Deutsche Bank
Deutsche Bank
Germany
+$189M
4
JIM
Jupiter Investment Management
United Kingdom
+$163M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$400M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$342M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$127M
4
State Street
State Street
Massachusetts
-$121M
5
Norges Bank
Norges Bank
Norway
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
951
JOYN Advisors
Georgia
$88K +$88K +634 New
GLI
952
Guardian Life Insurance
New York
$87K -$36.5K -264 -30%
MFW
953
Mosaic Family Wealth
Missouri
$86K – – –
TCM
954
Tributary Capital Management
Nebraska
$83K +$83K +600 New
THWM
955
Taylor Hoffman Wealth Management
Virginia
$81K – – –
CA
956
Crewe Advisors
Utah
$81K – – –
SNT
957
Security National Trust
West Virginia
$80K -$7.82K -56 -9%
EMG
958
ETF Managers Group
New Jersey
$79K +$9.76K +72 +14%
MWM
959
MinichMacGregor Wealth Management
New York
$75K +$137 +1 +0.2%
TIM
960
Tortoise Investment Management
New York
$74K – – –
IWM
961
IHT Wealth Management
Illinois
$73K – – –
SFSIG
962
San Francisco Sentry Investment Group
California
$70K +$38.8K +278 +125%
EFSCE
963
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$3.32K +24 +5%
DSC
964
Duncker Streett & Co
Missouri
$65K – – –
LWM
965
Lenox Wealth Management
Ohio
$62K +$14.2K +103 +30%
RWP
966
RWA Wealth Partners
Massachusetts
$62K +$62K +449 New
SIC
967
Salem Investment Counselors
North Carolina
$60K – – –
PFO
968
Pathstone Family Office
New Jersey
$58K – – –
RE
969
RBC Europe
United Kingdom
$57.3K +$20.1K +145 +54%
MCA
970
Mercer Capital Advisers
New Jersey
$57K – – –
CHP
971
Cable Hill Partners
Oregon
$56K -$11.3K -83 -17%
NCM
972
Northstar Capital Management
New York
$56K – – –
RA
973
Rational Advisors
New York
$56K +$56K +404 New
GAM
974
Gemmer Asset Management
California
$55K – – –
APA
975
American Portfolios Advisors
New York
$54.6K -$417 -3 -0.8%
37 38
39
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