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Travelzoo

62 hedge funds and large institutions have $32.6M invested in Travelzoo in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

35% more call options, than puts

Call options by funds: $280K | Put options by funds: $207K

5% more funds holding

Funds holding: 5962 (+3)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $34.4M → $32.6M (-$1.73M)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
23
Reduced
21
Closed
7
Calls
$280K
Puts
$207K
Net Calls
+$73K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1
Osmium Partners
California
$4.7M -$2.44M -276,732 -33%
BIT
2
BlackRock Institutional Trust
California
$2.59M +$26.2K +2,980 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.27M +$220K +24,967 +10%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.2M +$371K +42,200 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.74M +$61.1K +6,936 +3%
BFA
6
BlackRock Fund Advisors
California
$1.59M +$44.9K +5,101 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.56M +$5.93K +674 +0.4%
Millennium Management
8
Millennium Management
New York
$1.36M +$505K +57,326 +55%
MC
9
Menta Capital
California
$1.11M +$29.5K +3,350 +3%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.03M +$70.4K +8,000 +7%
State Street
11
State Street
Massachusetts
$940K +$1.9K +216 +0.2%
TC
12
TFS Capital
Pennsylvania
$928K -$717K -81,460 -42%
Northern Trust
13
Northern Trust
Illinois
$926K -$1.7K -193 -0.2%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$828K -$61.4K -6,979 -7%
OAM
15
Oxford Asset Management
United Kingdom
$798K -$140K -15,943 -14%
GCP
16
GSA Capital Partners
United Kingdom
$763K -$114K -12,911 -12%
FIMG
17
Financial & Investment Management Group
Michigan
$702K -$66.8K -7,584 -8%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$677K +$227K +25,804 +47%
ETM
19
Euclidean Technologies Management
Washington
$549K -$311K -35,348 -35%
SIM
20
Spark Investment Management
New York
$477K +$75.7K +8,601 +18%
PG
21
PEAK6 Group
Illinois
$443K +$94.2K +10,700 +25%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$430K +$880 +100 +0.2%
AIM
23
Alambic Investment Management
California
$413K +$434K +49,292 New
EL
24
Elberon LLC
Texas
$335K +$352K +40,000 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$331K +$19K +2,159 +6%

TZOO Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q4 2015, worth a combined $32.6M — down 5% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TZOO positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Millennium Management, adding an estimated $505K. The largest seller was Osmium Partners, cutting an estimated $2.44M.

  • 62 institutional investors held Travelzoo (TZOO) as of Q4 2015, up from 59 in Q3 2015.
  • Funds reported $32.6M of Travelzoo stock for Q4 2015, down 5% quarter-over-quarter.
  • 10 funds opened new Travelzoo positions in Q4 2015 and 7 closed out, a net change of +3 holders.
  • The largest Travelzoo buyer in Q4 2015 was Millennium Management, an estimated $505K added.
  • The largest Travelzoo seller in Q4 2015 was Osmium Partners, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2015.