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Travelzoo

53 hedge funds and large institutions have $32.5M invested in Travelzoo in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $2.01M

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

25.02% more ownership

Funds ownership: 0%25.02% (+25%)

4% more funds holding

Funds holding: 5153 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less capital invested

Capital invested by funds: $43.5M → $32.5M (-$11M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
23
Reduced
18
Closed
6
Calls
$3.07M
Puts
$2.01M
Net Calls
+$1.06M
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.46M +$211K +19,000 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.74M -$151K -13,618 -3%
OP
3
Osmium Partners
California
$3.64M -$1.27M -114,884 -23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.59M +$164K +14,816 +6%
BIT
5
BlackRock Institutional Trust
California
$2.36M -$9.57K -863 -0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.55M -$434K -39,147 -19%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$1.28M +$3.33K +300 +0.2%
MC
8
Menta Capital
California
$1.18M -$118K -10,636 -8%
GCP
9
GSA Capital Partners
United Kingdom
$1.05M +$179K +16,169 +17%
BCM
10
Bridgeway Capital Management
Texas
$1.03M +$222K +20,000 +22%
OAM
11
Oxford Asset Management
United Kingdom
$869K +$40.1K +3,618 +4%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$662K +$137K +12,317 +21%
SIM
13
Spark Investment Management
New York
$607K +$83.2K +7,500 +13%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$549K +$241K +21,720 +59%
ETM
15
Euclidean Technologies Management
Washington
$537K -$142K -12,849 -18%
Northern Trust
16
Northern Trust
Illinois
$499K +$30.6K +2,757 +5%
CIC
17
Cornercap Investment Counsel
Georgia
$489K +$576K +51,970 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$459K +$41.6K +3,751 +8%
Axa
19
Axa
France
$433K +$511K +46,100 New
AIM
20
Alambic Investment Management
California
$408K +$53.9K +4,862 +13%
Goldman Sachs
21
Goldman Sachs
New York
$393K +$89.9K +8,106 +24%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$360K +$319K +28,806 +299%
Millennium Management
23
Millennium Management
New York
$353K +$22.8K +2,055 +6%
Morgan Stanley
24
Morgan Stanley
New York
$283K -$296K -26,714 -47%
Invesco
25
Invesco
Georgia
$239K +$281K +25,360 New

TZOO Hedge Fund Activity: Q4 2016 in Review

53 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q4 2016, worth a combined $32.5M — down 25% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TZOO positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Cornercap Investment Counsel, opening a new position worth an estimated $576K. The largest seller was Osmium Partners, cutting an estimated $1.27M.

  • 53 institutional investors held Travelzoo (TZOO) as of Q4 2016, up from 51 in Q3 2016.
  • Funds reported $32.5M of Travelzoo stock for Q4 2016, down 25% quarter-over-quarter.
  • 8 funds opened new Travelzoo positions in Q4 2016 and 6 closed out, a net change of +2 holders.
  • The largest Travelzoo buyer in Q4 2016 was Cornercap Investment Counsel, an estimated $576K added.
  • The largest Travelzoo seller in Q4 2016 was Osmium Partners, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2016.