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Travelers Companies
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Overview Fund Activity

1,034 hedge funds and large institutions have $20.6B invested in Travelers Companies in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 335 increasing their positions, 457 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-127
Holders Change %
-10.94%
% of All Funds
22.84%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
76
Increased
335
Reduced
457
Closed
191
Calls
$111M
Puts
$80.1M
Net Calls
+$30.4M
Net Calls Change
-$8.47M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$127M
4
NI
Nuance Investments
Missouri
+$70.3M
5
Norges Bank
Norges Bank
Norway
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$95.9M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
Boston Partners
Boston Partners
Massachusetts
-$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
951
Kings Point Capital Management
New York
$15K -$13.2K -132 -47%
M
952
MOTCO
Texas
$15K +$2.66K +27 +22%
CI
953
CX Institutional
Indiana
$15K +$4.71K +48 +46%
WAP
954
Wealthcare Advisory Partners
Pennsylvania
$14K -$8.01K -79 -36%
CHA
955
Carmichael Hill & Associates
Maryland
$14K -$389 -4 -3%
RWG
956
Regal Wealth Group
California
$14K – – –
TC
957
Trust Company
Kansas
$14K – – –
MA
958
MCF Advisors
Kentucky
$14K +$14K +136 New
Loomis, Sayles & Company
959
Loomis, Sayles & Company
Massachusetts
$13K -$43.6K -426 -77%
CCM
960
Cribstone Capital Management
Maine
$13K – – –
SNT
961
Security National Trust
West Virginia
$13K – – –
BWL
962
Bogart Wealth LLC
Virginia
$12K – – –
GWMIA
963
Global Wealth Management Investment Advisory
Florida
$12K – – –
RTC
964
Riverview Trust Company
Washington
$12K – – –
SL
965
Salomon & Ludwin
Virginia
$12K – – –
BFC
966
Bedel Financial Consulting
Indiana
$12K +$305 +3 +3%
CDIA
967
Capital Directions Investment Advisors
Georgia
$12K +$12K +125 New
HIIFS
968
Harel Insurance Investments & Financial Services
Israel
$11K – – –
RAM
969
Riggs Asset Management
Pennsylvania
$11K – – –
LB
970
Legacy Bridge
Iowa
$11K – – –
MF
971
Manchester Financial
California
$11K +$1.96K +20 +22%
BL
972
Balentine LLC
Georgia
$11K +$10.3K +102 +1,457%
PW
973
Price Wealth
Texas
$10K -$1K -10 -9%
OAJ
974
Ogorek Anthony Joseph
New York
$10K – – –
BAM
975
Barrett Asset Management
New York
$10K – – –
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