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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 %
OIA
1001
Optimum Investment Advisors
Illinois
$4K – – –
WOC
1002
West Oak Capital
California
$4K – – –
TI
1003
tru Independence
Oregon
$3.47K -$73 -730 -2%
CCT
1004
Capital City Trust
Florida
$3.21K +$14 +137 +0.4%
LWM
1005
Liberty Wealth Management
California
$3K -$5.54K -48 -65%
FRA
1006
Front Row Advisors
California
$3K -$2.18K -24 -42%
DOA
1007
D'Orazio & Associates
Virginia
$3K – – –
CWM
1008
Cranbrook Wealth Management
Michigan
$3K – – –
LFG
1009
Larson Financial Group
Missouri
$3K +$3K +26 New
AW
1010
Avion Wealth
Texas
$3K +$3K +34 New
OAM
1011
Optimal Asset Management
California
$2.76K +$2.76K +27,806 New
PG
1012
Proffitt & Goodson
Tennessee
$2K – – –
CAL
1013
Capital Analysts LLC
Pennsylvania
$2K – – –
CFN
1014
Cordasco Financial Network
Florida
$2K – – –
IWP
1015
IAG Wealth Partners
Wisconsin
$2K – – –
PO
1016
Private Ocean
California
$2K +$2K +22 New
WA
1017
WBH Advisory
Maryland
$1.33K -$201 -2,020 -13%
FCH
1018
Freestone Capital Holdings
Washington
$1.16K -$745 -7,497 -39%
HIM
1019
Hillsdale Investment Management
Ontario, Canada
$1K -$1.33K -20 -57%
HR
1020
Howe & Rusling
New York
$1K -$2K -18 -67%
TCM
1021
Tanaka Capital Management
New York
$1K – – –
PCFFS
1022
Pacific Center for Financial Services
California
$1K – – –
CTB
1023
Country Trust Bank
Illinois
$1K – – –
EWM
1024
Edge Wealth Management
New York
$1K – – –
FA
1025
Fortis Advisors
Pennsylvania
$1K – – –
39 40
41
42 43