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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 %
WCM
976
Whitener Capital Management
North Carolina
$54K – – –
LFG
977
LifePlan Financial Group
Ohio
$54K +$54K +391 New
PCP
978
Proficio Capital Partners
Massachusetts
$52K +$4.05K +29 +8%
BWM
979
Baystate Wealth Management
Massachusetts
$48K – – –
WC
980
Whitney & Co
New York
$48K +$48K +348 New
VCM
981
Versant Capital Management
Arizona
$47K -$16.3K -120 -26%
AF
982
Arrow Financial
New York
$47K – – –
SCM
983
Silvant Capital Management
Georgia
$47K +$47K +340 New
LWA
984
Lenox Wealth Advisors
New York
$46K +$41K +295 +819%
BAM
985
Bruderman Asset Management
New York
$46K +$46K +330 New
WPA
986
West Paces Advisors
Georgia
$44.7K – – –
IIC
987
Integrated Investment Consultants
Michigan
$44K +$44K +317 New
JWA
988
JFS Wealth Advisors
Pennsylvania
$43K -$24.4K -175 -36%
TCM
989
Tradewinds Capital Management
Washington
$43K +$7.86K +57 +22%
OWA
990
One Wealth Advisors
California
$42K -$212K -1,516 -83%
MWM
991
Mascoma Wealth Management
New Hampshire
$42K – – –
DWM
992
Destination Wealth Management
California
$41K +$41K +292 New
SMG
993
Spectrum Management Group
Indiana
$39K – – –
TC
994
Trust Company
Kansas
$39K – – –
MFBTD
995
MB Financial Bank - Trust Department
Illinois
$38K – – –
KA
996
Kaizen Advisory
Illinois
$37K – – –
JGIA
997
Jackson Grant Investment Advisers
Connecticut
$36K – – –
TC
998
Trilogy Capital
California
$36K +$36K +257 New
ACS
999
Archford Capital Strategies
Illinois
$36K +$36K +263 New
VCM
1000
Vigilant Capital Management
Maine
$35K -$420 -3 -1%
38 39
40
41 42