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Travelzoo

64 hedge funds and large institutions have $56.2M invested in Travelzoo in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $37.3M → $56.2M (+$18.9M)

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

14% more funds holding

Funds holding: 5664 (+8)

4.05% more ownership

Funds ownership: 31.27%35.32% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

72% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $5.15M

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
24
Reduced
18
Closed
7
Calls
$1.46M
Puts
$5.15M
Net Calls
-$3.69M
Net Calls Change
-$3.61M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1
Osmium Partners
California
$7.53M +$318K +23,965 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.57M -$407K -30,700 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.13M +$943K +71,130 +18%
BlackRock
4
BlackRock
New York
$6.1M -$105K -7,924 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.04M +$265K +20,000 +10%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$2.98M +$713K +53,791 +32%
AL
7
AJO LP
Pennsylvania
$2.77M +$780K +58,849 +40%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$2.66M +$1.28M +96,900 +95%
Northern Trust
9
Northern Trust
Illinois
$1.32M +$20.8K +1,567 +2%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$1.16M +$345K +26,068 +43%
Parallax Volatility Advisers
11
Parallax Volatility Advisers
California
$1.13M +$1.11M +83,954 New
MSL
12
Mackay Shields LLC
New York
$997K +$346K +26,100 +54%
BCM
13
Bridgeway Capital Management
Texas
$994K +$134K +10,100 +16%
Charles Schwab
14
Charles Schwab
California
$971K -$445K -33,597 -32%
CM
15
Caption Management
Oklahoma
$965K +$954K +72,000 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$931K +$111K +8,413 +14%
State Street
17
State Street
Massachusetts
$869K -$377K -28,415 -30%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$745K +$520K +39,266 +241%
Barclays
19
Barclays
United Kingdom
$691K +$347K +26,184 +103%
GCP
20
GSA Capital Partners
United Kingdom
$643K -$76.9K -5,800 -11%
SO
21
STRS Ohio
Ohio
$562K -$67.6K -5,100 -11%
Millennium Management
22
Millennium Management
New York
$488K +$483K +36,429 New
OAM
23
Oxford Asset Management
United Kingdom
$453K +$448K +33,799 New
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$386K +$168K +12,695 +79%
AG
25
Algert Global
California
$363K -$793K -59,850 -69%

TZOO Hedge Fund Activity: Q1 2019 in Review

64 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q1 2019, worth a combined $56.2M — up 51% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TZOO positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was California Public Employees Retirement System, adding an estimated $1.28M. The largest seller was JP Morgan Chase, cutting an estimated $1.05M.

  • 64 institutional investors held Travelzoo (TZOO) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $56.2M of Travelzoo stock for Q1 2019, up 51% quarter-over-quarter.
  • 15 funds opened new Travelzoo positions in Q1 2019 and 7 closed out, a net change of +8 holders.
  • The largest Travelzoo buyer in Q1 2019 was California Public Employees Retirement System, an estimated $1.28M added.
  • The largest Travelzoo seller in Q1 2019 was JP Morgan Chase, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2019.