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Travel + Leisure Co

348 hedge funds and large institutions have $1.65B invested in Travel + Leisure Co in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $12.6M

1.44% more ownership

Funds ownership: 85.57%87.01% (+1.4%)

17% less funds holding

Funds holding: 420348 (-72)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

59% less capital invested

Capital invested by funds: $4.01B → $1.65B (-$2.36B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

62% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 112

Holders
348
Holders Change
-72
Holders Change %
-17.14%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
43
Increased
101
Reduced
123
Closed
112
Calls
$37.5M
Puts
$12.6M
Net Calls
+$24.9M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$193M +$10.4M +248,458 +3%
BlackRock
2
BlackRock
New York
$184M -$11.2M -269,708 -3%
Boston Partners
3
Boston Partners
Massachusetts
$118M -$11.9M -285,475 -5%
IAM
4
Iridian Asset Management
Connecticut
$93M +$5.66M +135,899 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$90.2M +$3.92M +94,103 +2%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$74M -$13.5M -323,885 -9%
State Street
7
State Street
Massachusetts
$52.2M +$2.06M +49,316 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$37.8M -$68.9M -1,653,873 -49%
WCM
9
Wedge Capital Management
North Carolina
$34.2M +$4.38M +105,006 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.8M +$2.1M +50,428 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$31M -$1.84M -44,260 -3%
N
12
Nuveen
North Carolina
$28M +$13.3M +318,109 +33%
SM
13
Senvest Management
New York
$26.9M +$51.7M +1,240,870 New
MC
14
Minot Capital
Colorado
$26.9M +$51.7M +1,240,113 New
First Eagle Investment Management
15
First Eagle Investment Management
New York
$26.5M -$15.4M -368,700 -23%
Norges Bank
16
Norges Bank
Norway
$24.7M -$3.71M -88,959 -7%
Charles Schwab
17
Charles Schwab
California
$24.5M -$8.09M -194,193 -15%
Northern Trust
18
Northern Trust
Illinois
$23.7M +$6M +143,906 +15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$23.2M -$610K -14,629 -1%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$22.8M -$5.34M -128,235 -11%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$15.9M -$3.24M -77,845 -10%
Invesco
22
Invesco
Georgia
$15.7M +$13.1M +314,831 +77%
NCM
23
Nantahala Capital Management
Connecticut
$15M +$28.8M +690,620 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$13.7M -$5.08M -121,800 -16%
WRF
25
Waddell & Reed Financial
Kansas
$12.9M +$16.4M +393,666 +197%

TNL Hedge Fund Activity: Q1 2020 in Review

348 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Travel + Leisure Co (TNL) for Q1 2020, worth a combined $1.65B — down 59% from $4.01B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of TNL and 43 opened new positions — a net loss of 69 holders — while 123 trimmed existing stakes and 101 added.

The largest buyer was Senvest Management, opening a new position worth an estimated $51.7M. The largest seller was Fidelity Investments, cutting an estimated $68.9M.

  • 348 institutional investors held Travel + Leisure Co (TNL) as of Q1 2020, down from 420 in Q4 2019.
  • Funds reported $1.65B of Travel + Leisure Co stock for Q1 2020, down 59% quarter-over-quarter.
  • 43 funds opened new Travel + Leisure Co positions in Q1 2020 and 112 closed out, a net change of -69 holders.
  • The largest Travel + Leisure Co buyer in Q1 2020 was Senvest Management, an estimated $51.7M added.
  • The largest Travel + Leisure Co seller in Q1 2020 was Fidelity Investments, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2020.