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Travelers Companies

1,107 hedge funds and large institutions have $25.2B invested in Travelers Companies in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 450 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+37
Holders Change %
+3.46%
% of All Funds
24.7%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
133
Increased
321
Reduced
450
Closed
87
Calls
$121M
Puts
$152M
Net Calls
-$31.9M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$30K -$9.47K -78 -24%
GRP
1002
Global Retirement Partners
California
$30K +$16.4K +135 +121%
ACS
1003
Archford Capital Strategies
Illinois
$29K
AAMU
1004
Amundi Asset Management US
Massachusetts
$28.1K -$3.55K -29,651 -11%
PCP
1005
Proficio Capital Partners
Massachusetts
$28K -$29.7K -244 -51%
BWA
1006
Burt Wealth Advisors
Maryland
$28K
QCIG
1007
Quad-Cities Investment Group
Iowa
$27K
WANY
1008
Wealthspire Advisors (New York)
New York
$27K +$27K +229 New
AIS
1009
Accurate Investment Solutions
Pennsylvania
$26K +$119 +1 +0.5%
LWCFA
1010
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$12.7K +105 +104%
IC
1011
Inscription Capital
Texas
$25K +$25K +209 New
BOPW
1012
Brandywine Oak Private Wealth
Pennsylvania
$25K +$25K +213 New
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$24K
MFBTD
1014
MB Financial Bank - Trust Department
Illinois
$24K
AOWM
1015
Alpha Omega Wealth Management
Virginia
$24K
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$24K
LF
1017
Lee Financial
Texas
$22K
LC
1018
Lavaca Capital
Texas
$22K +$22K +186 New
TFO
1019
Tarbox Family Office
California
$22K +$22K +186 New
CCM
1020
Cribstone Capital Management
Maine
$20K
NC
1021
NewSquare Capital
Pennsylvania
$20K +$15.1K +126 +307%
AC
1022
Avestar Capital
New York
$19K -$994 -9 -5%
GWMIA
1023
Global Wealth Management Investment Advisory
Florida
$19K +$19K +157 New
FTI
1024
Fiduciary Trust International
Massachusetts
$19K +$19K +160 New
CAM
1025
Close Asset Management
United Kingdom
$19K +$13.3K +266 +233%