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Travelzoo

73 hedge funds and large institutions have $66.3M invested in Travelzoo in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 7273 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

23% less capital invested

Capital invested by funds: $86.1M → $66.3M (-$19.8M)

31% less call options, than puts

Call options by funds: $865K | Put options by funds: $1.26M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 31

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
14
Reduced
31
Closed
11
Calls
$865K
Puts
$1.26M
Net Calls
-$392K
Net Calls Change
+$505K
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1
Osmium Partners
California
$9.62M -$3.32K -192 -0%
BIT
2
BlackRock Institutional Trust
California
$9.42M +$223K +12,917 +2%
EIP
3
Epoch Investment Partners
New York
$8.63M -$342K -19,785 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.37M -$1.76M -101,727 -23%
BFA
5
BlackRock Fund Advisors
California
$2.72M -$195K -11,259 -6%
BA
6
BlackRock Advisors
Delaware
$2.29M +$31.2K +1,805 +1%
State Street
7
State Street
Massachusetts
$1.97M -$1.7K -98 -0.1%
Northern Trust
8
Northern Trust
Illinois
$1.57M -$218K -12,627 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.53M -$83.6K -4,834 -5%
FIMG
10
Financial & Investment Management Group
Michigan
$1.53M +$1.71M +98,650 New
Prudential Financial
11
Prudential Financial
New Jersey
$1.4M -$427K -24,684 -21%
OAM
12
Oxford Asset Management
United Kingdom
$1.31M +$79.4K +4,587 +6%
Morgan Stanley
13
Morgan Stanley
New York
$1.13M -$280K -16,208 -18%
MC
14
Menta Capital
California
$1.08M +$492K +28,438 +69%
PP
15
PDT Partners
New York
$1.03M -$68.8K -3,979 -6%
Renaissance Technologies
16
Renaissance Technologies
New York
$986K -$266K -15,400 -19%
TCIM
17
TIAA CREF Investment Management
New York
$952K -$148K -8,569 -12%
NFA
18
Nationwide Fund Advisors
Ohio
$902K -$12.1K -700 -1%
TM
19
TigerShark Management
New York
$860K +$433K +25,000 +82%
KCP
20
Kenmare Capital Partners
New York
$824K +$920K +53,174 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$817K -$23.6K -1,364 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$729K -$244K -14,106 -23%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$728K -$173K -10,000 -18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$724K +$24.2K +1,398 +3%
DC
25
Deere & Company
Illinois
$660K

TZOO Hedge Fund Activity: Q3 2014 in Review

73 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q3 2014, worth a combined $66.3M — down 23% from $86.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TZOO positions and 11 closed out — a net gain of 1 holder — while 14 added to existing stakes and 31 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $1.71M. The largest seller was Delta Partners, exiting entirely with an estimated $2.1M sold.

  • 73 institutional investors held Travelzoo (TZOO) as of Q3 2014, up from 72 in Q2 2014.
  • Funds reported $66.3M of Travelzoo stock for Q3 2014, down 23% quarter-over-quarter.
  • 12 funds opened new Travelzoo positions in Q3 2014 and 11 closed out, a net change of +1 holder.
  • The largest Travelzoo buyer in Q3 2014 was Financial & Investment Management Group, an estimated $1.71M added.
  • The largest Travelzoo seller in Q3 2014 was Delta Partners, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2014.