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Travelers Companies
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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 %
SQA
1076
Simon Quick Advisors
New Jersey
$4K – – –
SGAM
1077
Smith Group Asset Management
Texas
$4K – – –
ML
1078
McAdam LLC
Pennsylvania
$4K +$4K +32 New
Nomura Holdings
1079
Nomura Holdings
Japan
$3.65K +$327 +2,406 +10%
CTB
1080
Country Trust Bank
Illinois
$3K -$3.43K -24 -53%
WCM
1081
Wealthcare Capital Management
Virginia
$3K – – –
CFN
1082
Cordasco Financial Network
Florida
$3K – – –
GWS
1083
Glassman Wealth Services
Virginia
$3K – – –
AIM
1084
Advantage Investment Management
Iowa
$3K – – –
GTAM
1085
Global Trust Asset Management
Florida
$3K – – –
MIFH
1086
Migdal Insurance & Financial Holdings
Israel
$3K +$3K +18 New
HIM
1087
Hillsdale Investment Management
Ontario, Canada
$2K -$1.33K -10 -40%
WAM
1088
Watermark Asset Management
California
$2K – – –
AWM
1089
Aevitas Wealth Management
Massachusetts
$2K – – –
SLF
1090
Sun Life Financial
Ontario, Canada
$1.24K -$3.1K -429 -72%
NR
1091
Newfound Research
Massachusetts
$1K -$3.8K -19 -79%
PCFFS
1092
Pacific Center for Financial Services
California
$1K – – –
TCM
1093
Tanaka Capital Management
New York
$1K – – –
SFG
1094
SevenBridge Financial Group
Pennsylvania
$1K – – –
EWM
1095
Edge Wealth Management
New York
$1K – – –
FFW
1096
Fusion Family Wealth
New York
$1K – – –
CGT
1097
Capital Guardian Trust
California
$1K +$1K +10 New
Balyasny Asset Management
1098
Balyasny Asset Management
Illinois
– -$342M -2,518,790 Closed
Viking Global Investors
1099
Viking Global Investors
Connecticut
– -$67.2M -495,762 Closed
CRM
1100
Cramer Rosenthal McGlynn
Connecticut
– -$61.7M -455,034 Closed
42 43
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