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Travel + Leisure Co

387 hedge funds and large institutions have $7.31B invested in Travel + Leisure Co in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 160 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.94B → $7.31B (+$371M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

2% less funds holding

Funds holding: 393387 (-6)

23% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 160

34% less call options, than puts

Call options by funds: $44.8M | Put options by funds: $67.8M

Holders
387
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
12.55%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
41
Increased
124
Reduced
160
Closed
43
Calls
$44.8M
Puts
$67.8M
Net Calls
-$23.1M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$608M +$60.7M +2,218,245 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$548M -$20.4M -743,991 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$413M -$22.1M -806,043 -5%
IAM
4
Iridian Asset Management
Connecticut
$352M +$22.2M +809,893 +7%
LPC
5
Lone Pine Capital
Connecticut
$348M +$58.2M +2,126,675 +20%
State Street
6
State Street
Massachusetts
$345M -$15.1M -551,901 -4%
BIT
7
BlackRock Institutional Trust
California
$215M -$9M -328,651 -4%
PHS
8
PFM Health Sciences
California
$176M -$6.31M -230,376 -3%
BRC
9
Blue Ridge Capital
New York
$173M
Morgan Stanley
10
Morgan Stanley
New York
$167M -$10.4M -379,523 -6%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$143M +$24.3M +888,548 +21%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$137M -$8.01M -292,477 -6%
VM
13
Valinor Management
New York
$129M +$27.2M +993,605 +27%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$116M
Northern Trust
15
Northern Trust
Illinois
$107M -$6.5M -237,432 -6%
TCM
16
TimesSquare Capital Management
New York
$105M +$5.29M +193,093 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$97.3M +$2.83M +103,206 +3%
American Century Companies
18
American Century Companies
Missouri
$92.5M -$999K -36,479 -1%
BFA
19
BlackRock Fund Advisors
California
$91.5M +$893K +32,614 +1%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$82.1M +$6.95M +253,675 +9%
WCM
21
Wedge Capital Management
North Carolina
$79.9M -$4.79M -175,095 -6%
AC
22
Axon Capital
New York
$76.9M -$55.2M -2,014,210 -42%
Norges Bank
23
Norges Bank
Norway
$71M -$127K -4,654 -0.2%
ASA
24
Armstrong Shaw Associates
Connecticut
$68M -$5.48M -200,230 -7%
TCIM
25
TIAA CREF Investment Management
New York
$63.1M +$189K +6,908 +0.3%

TNL Hedge Fund Activity: Q3 2013 in Review

387 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Travel + Leisure Co (TNL) for Q3 2013, worth a combined $7.31B — up 5.3% from $6.94B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of TNL and 41 opened new positions — a net loss of 2 holders — while 160 trimmed existing stakes and 124 added.

The largest buyer was Wellington Management Group, adding an estimated $60.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $59.1M sold.

  • 387 institutional investors held Travel + Leisure Co (TNL) as of Q3 2013, down from 393 in Q2 2013.
  • Funds reported $7.31B of Travel + Leisure Co stock for Q3 2013, up 5.3% quarter-over-quarter.
  • 41 funds opened new Travel + Leisure Co positions in Q3 2013 and 43 closed out, a net change of -2 holders.
  • The largest Travel + Leisure Co buyer in Q3 2013 was Wellington Management Group, an estimated $60.7M added.
  • The largest Travel + Leisure Co seller in Q3 2013 was 1832 Asset Management, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2013.