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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 %
SCM
1051
Silvant Capital Management
Georgia
$38K
JGIA
1052
Jackson Grant Investment Advisers
Connecticut
$38K +$277 +2 +0.7%
FWM
1053
Filbrandt Wealth Management
Wisconsin
$38K +$38K +280 New
TCM
1054
Tradewinds Capital Management
Washington
$35K
VCM
1055
Versant Capital Management
Arizona
$35K
HWM
1056
Howard Wealth Management
Connecticut
$35K +$35K +255 New
FPB
1057
First PREMIER Bank
South Dakota
$34K
PWMG
1058
Prestige Wealth Management Group
New Jersey
$34K
SL
1059
Savior LLC
Massachusetts
$34K +$34K +249 New
BCM
1060
Bourgeon Capital Management
Connecticut
$33K +$136 +1 +0.4%
VCP
1061
Verus Capital Partners
Arizona
$31K +$31K +223 New
EDRH
1062
Edmond de Rothschild Holding
Switzerland
$30K
WAP
1063
Wealthcare Advisory Partners
Pennsylvania
$30K
ACM
1064
Allred Capital Management
Texas
$29.4K +$29.4K +215 New
FAM
1065
Fred Alger Management
New York
$29K -$43.6K -319 -60%
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
MCM
1067
McMillion Capital Management
North Carolina
$29K
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$27K
SFPG
1069
Stonebridge Financial Planning Group
Florida
$27K +$27K +200 New
BCM
1070
Brooktree Capital Management
Michigan
$26K +$26K +191 New
BCA
1071
Berman Capital Advisors
Georgia
$25K -$3.48K -26 -12%
TFO
1072
Tarbox Family Office
California
$25K -$2.55K -19 -9%
LF
1073
Lee Financial
Texas
$25K
BAM
1074
Bellevue Asset Management
Washington
$25K +$25K +179 New
CMA
1075
Cedar Mountain Advisors
Oregon
$25K +$25K +185 New