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Travelers Companies

1,070 hedge funds and large institutions have $27.6B invested in Travelers Companies in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 336 increasing their positions, 435 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-24
Holders Change %
-2.19%
% of All Funds
24.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
336
Reduced
435
Closed
91
Calls
$163M
Puts
$149M
Net Calls
+$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
1026
Heritage Trust
Oklahoma
$8K +$254 +2 +3%
DWM
1027
Destination Wealth Management
California
$7K -$103K -749 -94%
HI
1028
Hudock Inc
Pennsylvania
$7K
CWM
1029
Cranbrook Wealth Management
Michigan
$7K
BIMC
1030
Benson Investment Management Company
Virginia
$7K
DWA
1031
Divergent Wealth Advisors
Utah
$7K
FGAM
1032
Financial Gravity Asset Management
Texas
$7K +$1.31K +11 +23%
BA
1033
Ballew Advisors
Mississippi
$7K +$7K +54 New
AWM
1034
AllSquare Wealth Management
New York
$6K
SCM
1035
Southport Capital Management
Tennessee
$6K +$6K +50 New
OAJ
1036
Ogorek Anthony Joseph
New York
$6K +$6K +50 New
OIA
1037
Optimum Investment Advisors
Illinois
$5K
TJHA
1038
Thomas J. Herzfeld Advisors
Florida
$5K
NC
1039
NewSquare Capital
Pennsylvania
$5K
CI
1040
CX Institutional
Indiana
$5K
CFD
1041
Creative Financial Designs
Indiana
$5K
QAM
1042
QCI Asset Management
New York
$5K
PK
1043
Pflug Koory
Nebraska
$5K
TNBTD
1044
Trustmark National Bank Trust Department
Mississippi
$5K +$5K +38 New
NIM
1045
NuWave Investment Management
New Jersey
$4K -$199K -1,341 -98%
RA
1046
Rational Advisors
New York
$4K -$15.6K -105 -80%
SGAM
1047
Smith Group Asset Management
Texas
$4K
SQA
1048
Simon Quick Advisors
New Jersey
$4K
DOA
1049
D'Orazio & Associates
Virginia
$4K +$4K +28 New
HIM
1050
Hillsdale Investment Management
Ontario, Canada
$3K -$450K -3,000 -99%