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Travelers Companies
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Overview Fund Activity

1,127 hedge funds and large institutions have $31.9B invested in Travelers Companies in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 425 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+20
Holders Change %
+1.81%
% of All Funds
24.52%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.28%
New
109
Increased
364
Reduced
425
Closed
68
Calls
$167M
Puts
$130M
Net Calls
+$37.7M
Net Calls Change
-$8.31M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$348M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$215M
3
APG Asset Management
APG Asset Management
Netherlands
+$108M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.1M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$54.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
BlackRock
BlackRock
New York
-$112M
3
Primecap Management
Primecap Management
California
-$54.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$50.1M
5
N
Natixis
France
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1101
Providence Capital Advisors
North Carolina
$6K -$5K – –
CWA
1102
Clarus Wealth Advisors
Arizona
$5K -$8.82K -60 -64%
HR
1103
Howe & Rusling
New York
$5K -$8.94K -59 -64%
EWA
1104
Evolution Wealth Advisors
Florida
$5K +$5K +31 New
HIM
1105
Hillsdale Investment Management
Ontario, Canada
$4K – – –
TJHA
1106
Thomas J. Herzfeld Advisors
Florida
$4K – – –
DOA
1107
D'Orazio & Associates
Virginia
$4K – – –
SGAM
1108
Smith Group Asset Management
Texas
$4K – – –
CFD
1109
Creative Financial Designs
Indiana
$4K – – –
CFA
1110
Camarda Financial Advisors
Florida
$4K +$4K +26 New
CFN
1111
Cordasco Financial Network
Florida
$3K – – –
CAL
1112
Capital Analysts LLC
Pennsylvania
$3K – – –
PG
1113
Proffitt & Goodson
Tennessee
$3K – – –
CTB
1114
Country Trust Bank
Illinois
$2K – – –
LWM
1115
Liberty Wealth Management
California
$2K +$857 +6 +75%
TF
1116
TimeScale Financial
Massachusetts
$2K +$2K +16 New
EWM
1117
Edge Wealth Management
New York
$1K – – –
SHJ
1118
Sharkey, Howes & Javer
Colorado
$1K – – –
PCFFS
1119
Pacific Center for Financial Services
California
$1K – – –
RFM
1120
Royal Fund Management
Florida
$1K – – –
NR
1121
Newfound Research
Massachusetts
$1K – – –
TCM
1122
Tanaka Capital Management
New York
$1K – – –
SFG
1123
SevenBridge Financial Group
Pennsylvania
$1K – – –
NDSI
1124
Newman Dignan & Sheerar Inc
Rhode Island
$467 +$467 +3,125 New
UB
1125
UMB Bank
Missouri
$466 -$35 -234 -7%
43 44
45
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