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Travelzoo

57 hedge funds and large institutions have $46.6M invested in Travelzoo in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

28% more call options, than puts

Call options by funds: $697K | Put options by funds: $545K

0.13% more ownership

Funds ownership: 31.9%32.03% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 6257 (-5)

31% less capital invested

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

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
11
Calls
$697K
Puts
$545K
Net Calls
+$152K
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$6.41M -$383K -26,900 -5%
OP
2
Osmium Partners
California
$5.81M -$2.08M -146,178 -23%
BlackRock
3
BlackRock
New York
$5.48M -$322K -22,635 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.54M +$922K +64,768 +20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25M +$234K +16,423 +6%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$2.28M +$816K +57,356 +42%
AL
7
AJO LP
Pennsylvania
$1.73M +$556K +39,100 +37%
AG
8
Algert Global
California
$1.51M +$74.4K +5,231 +4%
Charles Schwab
9
Charles Schwab
California
$1.26M +$1.51M +105,998 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.19M
Northern Trust
11
Northern Trust
Illinois
$1.13M +$2.23K +157 +0.2%
State Street
12
State Street
Massachusetts
$1.05M +$668K +46,941 +111%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$793K +$140K +9,805 +17%
GIPM
14
G2 Investment Partners Management
New York
$793K +$741K +52,036 +351%
SIM
15
Spark Investment Management
New York
$681K +$144K +10,100 +21%
JP Morgan Chase
16
JP Morgan Chase
New York
$676K -$72.3K -5,077 -8%
Prudential Financial
17
Prudential Financial
New Jersey
$645K +$356K +25,045 +85%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$603K +$381K +26,740 +111%
PI
19
PEAK6 Investments
Illinois
$575K +$690K +48,489 New
GCP
20
GSA Capital Partners
United Kingdom
$535K +$394K +27,652 +158%
BCM
21
Bridgeway Capital Management
Texas
$533K -$421K -29,600 -40%
MSL
22
Mackay Shields LLC
New York
$511K +$319K +22,400 +108%
Millennium Management
23
Millennium Management
New York
$498K +$112K +7,854 +23%
Two Sigma Investments
24
Two Sigma Investments
New York
$405K -$184K -12,945 -27%
SO
25
STRS Ohio
Ohio
$367K +$93.8K +6,592 +27%

TZOO Hedge Fund Activity: Q3 2018 in Review

57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q3 2018, worth a combined $46.6M — down 31% from $68M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TZOO and 7 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $1.51M. The largest seller was Caption Management, exiting entirely with an estimated $2.98M sold.

  • 57 institutional investors held Travelzoo (TZOO) as of Q3 2018, down from 62 in Q2 2018.
  • Funds reported $46.6M of Travelzoo stock for Q3 2018, down 31% quarter-over-quarter.
  • 7 funds opened new Travelzoo positions in Q3 2018 and 11 closed out, a net change of -4 holders.
  • The largest Travelzoo buyer in Q3 2018 was Charles Schwab, an estimated $1.51M added.
  • The largest Travelzoo seller in Q3 2018 was Caption Management, an estimated $2.98M sold.

Based on aggregated 13F filings for Q3 2018.