TRV icon

Travelers Companies
TRV

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 %
M
1026
MOTCO
Texas
$21K +$17.4K +125 +481%
FCAG
1027
First Capital Advisors Group
New Jersey
$21K +$21K +149 New
WF
1028
WealthTrust Fairport
Ohio
$21K +$21K +152 New
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$20.7K -$43.7K -315 -68%
ACM
1030
Armbruster Capital Management
New York
$20K – – –
APSP
1031
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
AC
1032
Avestar Capital
New York
$19K – – –
RWG
1033
Regal Wealth Group
California
$19K – – –
SJIM
1034
St. Johns Investment Management
Florida
$19K +$19K +140 New
PMFA
1035
Plante Moran Financial Advisors
Michigan
$18K – – –
OIA
1036
OneDigital Investment Advisors
Kansas
$18K – – –
GRP
1037
Global Retirement Partners
California
$16K -$5.57K -39 -26%
RAM
1038
Riggs Asset Management
Pennsylvania
$16K – – –
ME
1039
McIlrath & Eck
Washington
$16K – – –
BFC
1040
Bedel Financial Consulting
Indiana
$16K +$16K +115 New
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$6K -46 -29%
NSIM
1042
North Star Investment Management
Illinois
$15K -$1.27K -9 -8%
CAM
1043
Close Asset Management
United Kingdom
$15K – – –
PS
1044
Portfolio Strategies
New York
$15K – – –
HIIFS
1045
Harel Insurance Investments & Financial Services
Israel
$15K – – –
AAP
1046
Arax Advisory Partners
Colorado
$15K +$2.18K +16 +17%
LWCFA
1047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
MA
1048
MCF Advisors
Kentucky
$14K – – –
RPG
1049
Risk Paradigm Group
Texas
$13.9K – – –
WPW
1050
Winthrop Partners - WNY
New York
$12.2K +$12.2K +89 New
40 41
42
43 44