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Travelzoo

62 hedge funds and large institutions have $68M invested in Travelzoo in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

317% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $966K

218% more capital invested

Capital invested by funds: $21.4M → $68M (+$46.6M)

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

59% more funds holding

Funds holding: 3962 (+23)

8.29% more ownership

Funds ownership: 23.61%31.9% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
20
Reduced
9
Closed
6
Calls
$4.03M
Puts
$966K
Net Calls
+$3.06M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1
Osmium Partners
California
$10.9M -$1.25M -93,534 -13%
Renaissance Technologies
2
Renaissance Technologies
New York
$9.71M +$442K +32,996 +6%
BlackRock
3
BlackRock
New York
$8.29M +$3.09M +230,422 +90%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.45M +$524K +39,110 +14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.4M +$382K +28,500 +12%
CM
6
Caption Management
Oklahoma
$2.98M +$2.34M +174,500 New
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$2.31M +$1.73M +128,937 +2,028%
AG
8
Algert Global
California
$2.09M +$1.28M +95,709 +362%
AL
9
AJO LP
Pennsylvania
$1.83M +$1.43M +106,920 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.71M
Northern Trust
11
Northern Trust
Illinois
$1.63M +$554K +41,278 +77%
BCM
12
Bridgeway Capital Management
Texas
$1.28M
JP Morgan Chase
13
JP Morgan Chase
New York
$1.06M +$829K +61,851 +22,329%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$978K +$166K +12,369 +28%
EI
15
EAM Investors
California
$910K +$714K +53,226 New
MC
16
Menta Capital
California
$881K -$782K -58,319 -53%
SIM
17
Spark Investment Management
New York
$810K +$106K +7,900 +20%
Two Sigma Investments
18
Two Sigma Investments
New York
$806K +$632K +47,126 New
State Street
19
State Street
Massachusetts
$721K +$565K +42,162 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$687K +$310K +23,105 +135%
Macquarie Group
21
Macquarie Group
Australia
$624K +$105K +7,844 +27%
Millennium Management
22
Millennium Management
New York
$584K +$279K +20,831 +156%
PG
23
PEAK6 Group
Illinois
$533K +$260K +19,357 +164%
Prudential Financial
24
Prudential Financial
New Jersey
$503K +$394K +29,396 New
AIM
25
Alambic Investment Management
California
$446K -$127K -9,508 -27%

TZOO Hedge Fund Activity: Q2 2018 in Review

62 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q2 2018, worth a combined $68M — up 218% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TZOO positions and 6 closed out — a net gain of 23 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $3.09M. The largest seller was Osmium Partners, cutting an estimated $1.25M.

  • 62 institutional investors held Travelzoo (TZOO) as of Q2 2018, up from 39 in Q1 2018.
  • Funds reported $68M of Travelzoo stock for Q2 2018, up 218% quarter-over-quarter.
  • 29 funds opened new Travelzoo positions in Q2 2018 and 6 closed out, a net change of +23 holders.
  • The largest Travelzoo buyer in Q2 2018 was BlackRock, an estimated $3.09M added.
  • The largest Travelzoo seller in Q2 2018 was Osmium Partners, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2018.