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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 %
OAJ
1101
Ogorek Anthony Joseph
New York
$15K +$8.18K +60 +120%
JSC
1102
Jackson Square Capital
California
$15K +$15K +110 New
AP
1103
Americana Partners
Texas
$15K +$15K +116 New
CI
1104
CX Institutional
Indiana
$14K -$1.33K -10 -9%
BAM
1105
Barrett Asset Management
New York
$14K
BRC
1106
Bell Rock Capital
Delaware
$14K +$133 +1 +1%
MF
1107
Manchester Financial
California
$13K +$13K +92 New
SQA
1108
Simon Quick Advisors
New Jersey
$13K +$13K +93 New
AIC
1109
Archer Investment Corporation
Indiana
$12K +$923 +7 +8%
SSWG
1110
Seven Springs Wealth Group
Tennessee
$12K +$12K +86 New
IA
1111
IndexIQ Advisors
New York
$12K +$12K +87 New
WLPWM
1112
Walled Lake Planning & Wealth Management
Illinois
$12K +$12K +88 New
CFFP
1113
Center for Financial Planning
Michigan
$12K +$12K +91 New
WCG
1114
Weaver Consulting Group
California
$11K
HCM
1115
Highlander Capital Management
New Jersey
$10K
LWM
1116
Liberty Wealth Management
California
$10K +$8.11K +60 +429%
BCI
1117
Brinker Capital Investments
Pennsylvania
$9K
PMFA
1118
Plante Moran Financial Advisors
Michigan
$9K +$9K +64 New
SGAM
1119
Smith Group Asset Management
Texas
$8K -$5.33K -40 -40%
FRA
1120
Front Row Advisors
California
$8K -$702 -5 -8%
BIMC
1121
Benson Investment Management Company
Virginia
$8K
HI
1122
Hudock Inc
Pennsylvania
$8K
AWM
1123
AllSquare Wealth Management
New York
$7K
EWA
1124
Evolution Wealth Advisors
Florida
$6K -$10.3K -74 -63%
NC
1125
NewSquare Capital
Pennsylvania
$6K