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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 %
SBL
1001
Sargent Bickham Lagudis
Colorado
$35K – – –
FNB
1002
Farmers National Bank
Kentucky
$32K – – –
BWA
1003
Burt Wealth Advisors
Maryland
$32K – – –
FCB
1004
First Command Bank
Texas
$31.1K – – –
CCM
1005
Cribstone Capital Management
Maine
$31K -$3.79K -27 -11%
FANJ
1006
Financial Architects (New Jersey)
New Jersey
$31K – – –
FCFS
1007
First Command Financial Services
Texas
$31K – – –
AIS
1008
Accurate Investment Solutions
Pennsylvania
$30K +$140 +1 +0.5%
AOWM
1009
Alpha Omega Wealth Management
Virginia
$28K – – –
TFO
1010
Tarbox Family Office
California
$26K -$47.7K -341 -65%
GWA
1011
Guidant Wealth Advisors
Illinois
$26K – – –
LF
1012
Lee Financial
Texas
$26K – – –
CC
1013
Claybrook Capital
Massachusetts
$26K +$825 +6 +3%
SFM
1014
Signet Financial Management
New Jersey
$26K +$26K +185 New
AWA
1015
Acorn Wealth Advisors
Michigan
$25K +$134 +1 +0.5%
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$24K -$58.5K -412 -71%
HFP
1017
Holistic Financial Partners
Indiana
$24K – – –
WWM
1018
Wagner Wealth Management
South Carolina
$23K +$3.56K +26 +18%
RFWA
1019
RPg Family Wealth Advisory
Massachusetts
$22.2K – – –
RCG
1020
Ruggie Capital Group
Florida
$22K – – –
KPCM
1021
Kings Point Capital Management
New York
$21K – – –
GI
1022
Gradient Investments
Minnesota
$21K – – –
PS
1023
Portfolio Solutions
Michigan
$21K – – –
BAM
1024
Barrett Asset Management
New York
$21K – – –
BRC
1025
Bell Rock Capital
Delaware
$21K +$138 +1 +0.7%
39 40
41
42 43