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Travel + Leisure Co

354 hedge funds and large institutions have $2.52B invested in Travel + Leisure Co in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,824% more call options, than puts

Call options by funds: $38M | Put options by funds: $1.97M

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

0% less funds holding

Funds holding: 355354 (-1)

0.55% less ownership

Funds ownership: 88.77%88.22% (-0.55%)

15% less capital invested

Capital invested by funds: $2.95B → $2.52B (-$432M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 134

Holders
354
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
42
Increased
109
Reduced
134
Closed
40
Calls
$38M
Puts
$1.97M
Net Calls
+$36M
Net Calls Change
-$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$416M +$20.8M +492,354 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$9.61M +227,175 +3%
Invesco
3
Invesco
Georgia
$133M -$11.4M -268,410 -6%
GC
4
GMT Capital
Georgia
$91.7M +$40.5M +958,541 +55%
State Street
5
State Street
Massachusetts
$85.3M -$734K -17,352 -0.7%
Principal Financial Group
6
Principal Financial Group
Iowa
$67.6M -$60.9M -1,439,751 -42%
Goldman Sachs
7
Goldman Sachs
New York
$61.8M +$12M +284,520 +19%
MC
8
Minot Capital
Colorado
$58.3M
ZP
9
Zimmer Partners
New York
$54.6M +$28.6M +675,200 +73%
AQR Capital Management
10
AQR Capital Management
Connecticut
$45.1M +$2.57M +60,804 +5%
CCM
11
Copeland Capital Management
Pennsylvania
$40.6M +$7.81M +184,772 +18%
IAM
12
Iridian Asset Management
Connecticut
$40.2M -$3.72M -87,939 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$39.7M -$113K -2,673 -0.2%
Swedbank
14
Swedbank
Sweden
$37.6M -$1.13M -26,835 -2%
Northern Trust
15
Northern Trust
Illinois
$37.6M +$2.13M +50,367 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$36.6M +$80.9K +1,914 +0.2%
N
17
Nuveen
North Carolina
$35.4M -$36.9M -871,425 -46%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$34.7M -$4.17M -98,527 -9%
Boston Partners
19
Boston Partners
Massachusetts
$34.6M +$2.98M +70,405 +8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$33.5M -$4.79M -113,296 -10%
Macquarie Group
21
Macquarie Group
Australia
$33M -$2.29M -54,144 -5%
NCM
22
Nantahala Capital Management
Connecticut
$31.6M -$2.07M -48,968 -5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$31.4M +$21.1M +499,750 +119%
Norges Bank
24
Norges Bank
Norway
$26.7M +$356K +8,408 +1%
Morgan Stanley
25
Morgan Stanley
New York
$25.1M +$552K +13,046 +2%

TNL Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Travel + Leisure Co (TNL) for Q3 2022, worth a combined $2.52B — down 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TNL positions and 40 closed out — a net gain of 2 holders — while 109 added to existing stakes and 134 trimmed.

The largest buyer was GMT Capital, adding an estimated $40.5M. The largest seller was Principal Financial Group, cutting an estimated $60.9M.

  • 354 institutional investors held Travel + Leisure Co (TNL) as of Q3 2022, down from 355 in Q2 2022.
  • Funds reported $2.52B of Travel + Leisure Co stock for Q3 2022, down 15% quarter-over-quarter.
  • 42 funds opened new Travel + Leisure Co positions in Q3 2022 and 40 closed out, a net change of +2 holders.
  • The largest Travel + Leisure Co buyer in Q3 2022 was GMT Capital, an estimated $40.5M added.
  • The largest Travel + Leisure Co seller in Q3 2022 was Principal Financial Group, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2022.