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Travel + Leisure Co

439 hedge funds and large institutions have $8.43B invested in Travel + Leisure Co in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

3% more funds holding

Funds holding: 425439 (+14)

4% less capital invested

Capital invested by funds: $8.78B → $8.43B (-$354M)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 172

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

52% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $54.7M

Holders
439
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
12.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
59
Increased
152
Reduced
172
Closed
39
Calls
$26.2M
Puts
$54.7M
Net Calls
-$28.5M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$722M -$40.3M -1,235,505 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$668M +$8.13M +249,134 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$523M +$58.6M +1,793,712 +13%
State Street
4
State Street
Massachusetts
$390M -$29M -887,683 -7%
LPC
5
Lone Pine Capital
Connecticut
$357M -$102M -3,109,136 -22%
IAM
6
Iridian Asset Management
Connecticut
$357M -$31.4M -962,096 -8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$253M +$63.7M +1,951,499 +34%
BIT
8
BlackRock Institutional Trust
California
$245M -$6.33M -193,749 -3%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$171M -$11.7M -358,602 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$157M -$1.7M -52,217 -1%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$140M
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$135M +$15.4M +471,182 +13%
JP Morgan Chase
13
JP Morgan Chase
New York
$131M +$96.6M +2,959,411 +299%
Bessemer Group
14
Bessemer Group
New Jersey
$127M +$59M +1,806,887 +89%
TCM
15
TimesSquare Capital Management
New York
$121M -$4.83M -147,995 -4%
Northern Trust
16
Northern Trust
Illinois
$120M -$5.26M -161,142 -4%
BFA
17
BlackRock Fund Advisors
California
$111M -$2.55M -78,064 -2%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$103M -$2.98M -91,409 -3%
VM
19
Valinor Management
New York
$101M -$12.4M -379,308 -11%
WCM
20
Wedge Capital Management
North Carolina
$101M -$404K -12,373 -0.4%
Prudential Financial
21
Prudential Financial
New Jersey
$76.5M +$6.16M +188,747 +9%
Norges Bank
22
Norges Bank
Norway
$75.2M
CCP
23
Clough Capital Partners
Massachusetts
$72.8M +$868K +26,580 +1%
BG
24
BlackRock Group
United Kingdom
$70.7M +$1.92M +58,802 +3%
PI
25
Putnam Investments
Massachusetts
$69M +$1.59M +48,796 +2%

TNL Hedge Fund Activity: Q1 2014 in Review

439 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Travel + Leisure Co (TNL) for Q1 2014, worth a combined $8.43B — down 4% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TNL positions and 39 closed out — a net gain of 20 holders — while 152 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $96.6M. The largest seller was Blue Ridge Capital, exiting entirely with an estimated $186M sold.

  • 439 institutional investors held Travel + Leisure Co (TNL) as of Q1 2014, up from 425 in Q4 2013.
  • Funds reported $8.43B of Travel + Leisure Co stock for Q1 2014, down 4% quarter-over-quarter.
  • 59 funds opened new Travel + Leisure Co positions in Q1 2014 and 39 closed out, a net change of +20 holders.
  • The largest Travel + Leisure Co buyer in Q1 2014 was JP Morgan Chase, an estimated $96.6M added.
  • The largest Travel + Leisure Co seller in Q1 2014 was Blue Ridge Capital, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2014.