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Travelers Companies

1,161 hedge funds and large institutions have $28.3B invested in Travelers Companies in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 339 increasing their positions, 473 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
22.93%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
134
Increased
339
Reduced
473
Closed
94
Calls
$159M
Puts
$120M
Net Calls
+$38.9M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1001
CFM Wealth Partners
Texas
$80K +$80K +575 New
TCWM
1002
Total Clarity Wealth Management
Illinois
$80K +$80K +581 New
Loomis, Sayles & Company
1003
Loomis, Sayles & Company
Massachusetts
$76K +$18.1K +132 +31%
NSIM
1004
North Star Investment Management
Illinois
$76K +$67K +490 +742%
SIC
1005
Salem Investment Counselors
North Carolina
$75K +$12.2K +89 +19%
EWP
1006
Engrave Wealth Partners
Texas
$75K +$75K +550 New
TIM
1007
Tortoise Investment Management
New York
$73K
AFS
1008
Aft Forsyth & Sober
Florida
$72K +$72K +525 New
FFC
1009
First Financial Corp
Indiana
$71K
FWM
1010
Focused Wealth Management
New York
$70K -$171K -1,251 -71%
BWM
1011
Baystate Wealth Management
Massachusetts
$70K +$27.2K +200 +64%
EFSCE
1012
Enterprise Financial Services Corp (EFSC)
Missouri
$69K
MMG
1013
Monetary Management Group
Missouri
$68K -$40.8K -300 -38%
Pacer Advisors
1014
Pacer Advisors
Pennsylvania
$66K -$3.77M -27,555 -98%
SIAS
1015
Shine Investment Advisory Services
Colorado
$65K
FCB
1016
First Command Bank
Texas
$64K -$13.7K -100 -18%
FCFS
1017
First Command Financial Services
Texas
$64K -$13.7K -100 -18%
SAM
1018
S.A. Mason
Michigan
$64K +$64K +465 New
DSC
1019
Duncker Streett & Co
Missouri
$64K +$64K +470 New
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
$61K +$61K +452 New
WQ
1021
Wealth Quarterback
New Jersey
$57.5K +$57.5K +421 New
MCA
1022
Mercer Capital Advisers
New Jersey
$56K
CCM
1023
Covington Capital Management
California
$55K
RE
1024
RBC Europe
United Kingdom
$54.2K
LFG
1025
LifePlan Financial Group
Ohio
$54K