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TA

TravelCenters of America LLC

Delisted

TA was delisted on the 12th of May, 2023.

81 hedge funds and large institutions have $237M invested in TravelCenters of America LLC in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $1.1M

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

16% more capital invested

Capital invested by funds: $204M → $237M (+$32.9M)

6% less funds holding

Funds holding: 8681 (-5)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
21
Closed
20
Calls
$3.42M
Puts
$1.1M
Net Calls
+$2.31M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$37.7M -$2.92K -105 -0%
BlackRock
2
BlackRock
New York
$25.6M +$15.4M +554,028 +171%
Goldman Sachs
3
Goldman Sachs
New York
$20.7M +$224K +8,048 +1%
AIC
4
AWM Investment Company
New York
$19.7M
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.3M +$1.56M +56,102 +9%
PCM
6
Portolan Capital Management
Massachusetts
$19.1M -$1.43M -51,512 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$14.9M -$87.6K -3,145 -0.6%
SCM
8
SCW Capital Management
Texas
$13.5M -$1.68M -60,231 -12%
State Street
9
State Street
Massachusetts
$9.07M +$5.97M +214,567 +224%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.76M +$2.96M +106,400 +85%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.03M -$3.77M -135,300 -44%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$4.24M +$1.79M +64,187 +79%
Charles Schwab
13
Charles Schwab
California
$3.96M +$2.47M +88,628 +189%
Morgan Stanley
14
Morgan Stanley
New York
$3.52M +$2.06M +74,154 +160%
Northern Trust
15
Northern Trust
Illinois
$3.5M +$2.57M +92,163 +336%
Invesco
16
Invesco
Georgia
$3.41M +$1.9M +68,126 +141%
BCM
17
Bridgeway Capital Management
Texas
$3.28M
Aberdeen Group
18
Aberdeen Group
United Kingdom
$2.34M
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.05M +$1.68M +60,200 +604%
Boston Partners
20
Boston Partners
Massachusetts
$1.45M +$18.5K +666 +1%
EVC
21
Eidelman Virant Capital
Missouri
$1.18M -$118K -4,240 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.14M +$860K +30,882 +384%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.08M -$37.8K -1,357 -4%
Two Sigma Investments
24
Two Sigma Investments
New York
$952K +$331K +11,880 +57%
Citigroup
25
Citigroup
New York
$795K -$412K -14,782 -35%

TA Hedge Fund Activity: Q2 2021 in Review

81 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in TravelCenters of America LLC (TA) for Q2 2021, worth a combined $237M — up 16% from $204M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TA and 15 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $15.4M. The largest seller was Millennium Management, exiting entirely with an estimated $6.25M sold.

  • 81 institutional investors held TravelCenters of America LLC (TA) as of Q2 2021, down from 86 in Q1 2021.
  • Funds reported $237M of TravelCenters of America LLC stock for Q2 2021, up 16% quarter-over-quarter.
  • 15 funds opened new TravelCenters of America LLC positions in Q2 2021 and 20 closed out, a net change of -5 holders.
  • The largest TravelCenters of America LLC buyer in Q2 2021 was BlackRock, an estimated $15.4M added.
  • The largest TravelCenters of America LLC seller in Q2 2021 was Millennium Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2021.