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Travelzoo

88 hedge funds and large institutions have $135M invested in Travelzoo in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

7% more funds holding

Funds holding: 8288 (+6)

0% less capital invested

Capital invested by funds: $135M → $135M (-$665K)

43% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $4.61M

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
27
Closed
9
Calls
$2.63M
Puts
$4.61M
Net Calls
-$1.99M
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$26.8M -$198K -6,875 -0.7%
BIT
2
BlackRock Institutional Trust
California
$14.3M -$3.2M -111,420 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12M +$529K +18,401 +4%
CCI
4
Columbus Circle Investors
$6.03M +$2.29M +79,608 +54%
BFA
5
BlackRock Fund Advisors
California
$5.93M +$742K +25,808 +13%
OP
6
Osmium Partners
California
$5.9M +$1.24M +43,100 +24%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.98M +$414K +14,400 +8%
Principal Financial Group
8
Principal Financial Group
Iowa
$3.82M +$4.14M +144,005 New
OAM
9
Oxford Asset Management
United Kingdom
$3.38M -$1.59M -55,331 -30%
Northern Trust
10
Northern Trust
Illinois
$3.37M -$94.7K -3,294 -3%
State Street
11
State Street
Massachusetts
$3.02M +$156K +5,424 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.52M +$664K +23,110 +32%
Morgan Stanley
13
Morgan Stanley
New York
$2.18M -$307K -10,679 -11%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.09M +$48.9K +1,700 +2%
Boston Partners
15
Boston Partners
Massachusetts
$1.91M +$627K +21,805 +43%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$1.86M +$1.37M +47,700 +211%
TCIM
17
TIAA CREF Investment Management
New York
$1.81M -$7.79K -271 -0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.8M -$470K -16,361 -19%
PP
19
PDT Partners
New York
$1.69M +$10.1K +351 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$1.54M -$50.9K -1,770 -3%
Prudential Financial
21
Prudential Financial
New Jersey
$1.45M +$402K +14,000 +34%
NI
22
Numeric Investors
Massachusetts
$1.45M +$1.11M +38,583 +240%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.39M +$111K +3,845 +8%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.27M -$1M -34,793 -42%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.23M -$185K -6,445 -12%

TZOO Hedge Fund Activity: Q3 2013 in Review

88 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q3 2013, worth a combined $135M — down 0.49% from $135M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TZOO positions and 9 closed out — a net gain of 6 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was Principal Financial Group, opening a new position worth an estimated $4.14M. The largest seller was BlackRock Institutional Trust, cutting an estimated $3.2M.

  • 88 institutional investors held Travelzoo (TZOO) as of Q3 2013, up from 82 in Q2 2013.
  • Funds reported $135M of Travelzoo stock for Q3 2013, down 0.49% quarter-over-quarter.
  • 15 funds opened new Travelzoo positions in Q3 2013 and 9 closed out, a net change of +6 holders.
  • The largest Travelzoo buyer in Q3 2013 was Principal Financial Group, an estimated $4.14M added.
  • The largest Travelzoo seller in Q3 2013 was BlackRock Institutional Trust, an estimated $3.2M sold.

Based on aggregated 13F filings for Q3 2013.