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TRVG

trivago

52 hedge funds and large institutions have $102M invested in trivago in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3.48% less ownership

Funds ownership: 18.04%14.56% (-3.5%)

16% less funds holding

Funds holding: 6252 (-10)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

47% less capital invested

Capital invested by funds: $194M → $102M (-$91.3M)

49% less call options, than puts

Call options by funds: $803K | Put options by funds: $1.57M

Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
11
Reduced
18
Closed
23
Calls
$803K
Puts
$1.57M
Net Calls
-$766K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
PAR Capital Management
Massachusetts
$27.7M +$26.3M +993,805 +437%
6CM
2
683 Capital Management
New York
$25M +$7.94M +300,000 +38%
UBS Group
3
UBS Group
Switzerland
$11.9M +$13.9M +524,766 +39,937%
AGA
4
Altrinsic Global Advisors
Connecticut
$10.3M -$1.11M -41,783 -8%
GF
5
Greenhouse Funds
Maryland
$9.49M +$10.2M +385,200 +1,176%
ACM
6
Altimeter Capital Management
Massachusetts
$5.13M
Norges Bank
7
Norges Bank
Norway
$2.91M
AC
8
Apertura Capital
Texas
$2.27M -$1.51M -57,189 -36%
Citadel Advisors
9
Citadel Advisors
Florida
$1.36M -$158K -5,981 -9%
TMC
10
Trellus Management Company
Florida
$1.27M +$423K +16,000 +40%
Wells Fargo
11
Wells Fargo
California
$686K +$221K +8,358 +38%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$451K -$300K -11,340 -36%
PA
13
Profund Advisors
Maryland
$330K -$21.2K -800 -5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$322K -$639K -24,140 -63%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$316K +$368K +13,929 New
Two Sigma Investments
16
Two Sigma Investments
New York
$271K +$316K +11,945 New
Morgan Stanley
17
Morgan Stanley
New York
$214K -$1.98M -74,987 -89%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$212K +$248K +9,360 New
Walleye Trading
19
Walleye Trading
New York
$183K +$214K +8,072 New
Citigroup
20
Citigroup
New York
$166K -$2.43M -91,896 -93%
ANI
21
American National Insurance
Texas
$166K
HCM
22
Hodges Capital Management
Texas
$159K -$26.5K -1,000 -13%
DTL
23
Dynamic Technology Lab
Singapore
$143K -$159K -6,003 -49%
ACA
24
Atlas Capital Advisors
Wyoming
$136K +$106K +4,000 +200%
CHAM
25
Clear Harbor Asset Management
Connecticut
$130K +$151K +5,720 New

TRVG Hedge Fund Activity: Q2 2018 in Review

52 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in trivago (TRVG) for Q2 2018, worth a combined $102M — down 47% from $194M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TRVG and 13 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 11 added.

The largest buyer was PAR Capital Management, adding an estimated $26.3M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $39.2M sold.

  • 52 institutional investors held trivago (TRVG) as of Q2 2018, down from 62 in Q1 2018.
  • Funds reported $102M of trivago stock for Q2 2018, down 47% quarter-over-quarter.
  • 13 funds opened new trivago positions in Q2 2018 and 23 closed out, a net change of -10 holders.
  • The largest trivago buyer in Q2 2018 was PAR Capital Management, an estimated $26.3M added.
  • The largest trivago seller in Q2 2018 was T. Rowe Price Associates, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2018.