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Travelzoo

52 hedge funds and large institutions have $18.8M invested in Travelzoo in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $16.6M → $18.8M (+$2.25M)

1% less call options, than puts

Call options by funds: $537K | Put options by funds: $543K

7.35% less ownership

Funds ownership: 36.9%29.55% (-7.4%)

16% less funds holding

Funds holding: 6252 (-10)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
21
Closed
22
Calls
$537K
Puts
$543K
Net Calls
-$6K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.18M -$318K -57,700 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.55M -$63.6K -11,532 -2%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.07M +$298K +54,054 +17%
ICM
4
Invenomic Capital Management
Massachusetts
$1.74M +$1.5M +271,304 +730%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48M -$32.7K -5,923 -2%
BlackRock
6
BlackRock
New York
$941K -$1.36M -246,762 -60%
BCM
7
Bridgeway Capital Management
Texas
$782K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$696K
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$462K +$131K +23,800 +41%
PI
10
PEAK6 Investments
Illinois
$409K -$266K -48,292 -40%
AL
11
AJO LP
Pennsylvania
$373K +$34.3K +6,214 +10%
Goldman Sachs
12
Goldman Sachs
New York
$305K +$197K +35,774 +195%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$294K -$185K -33,574 -39%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$288K +$156K +28,260 +123%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$276K -$9.57K -1,734 -3%
Northern Trust
16
Northern Trust
Illinois
$243K -$460K -83,283 -66%
Millennium Management
17
Millennium Management
New York
$237K +$17.8K +3,219 +8%
Two Sigma Investments
18
Two Sigma Investments
New York
$230K +$84K +15,223 +59%
MSL
19
Mackay Shields LLC
New York
$205K -$499K -90,500 -71%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$188K +$184K +33,260 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$184K -$75.8K -13,731 -30%
DCM
22
Dupont Capital Management
Delaware
$172K +$168K +30,429 New
SEI Investments
23
SEI Investments
Pennsylvania
$160K
Two Sigma Advisers
24
Two Sigma Advisers
New York
$156K +$5.52K +1,000 +4%
EGM
25
Engineers Gate Manager
New York
$138K +$40.2K +7,286 +42%

TZOO Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q2 2020, worth a combined $18.8M — up 14% from $16.6M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TZOO and 12 opened new positions — a net loss of 10 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was Invenomic Capital Management, adding an estimated $1.5M. The largest seller was Osmium Partners, exiting entirely with an estimated $1.86M sold.

  • 52 institutional investors held Travelzoo (TZOO) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $18.8M of Travelzoo stock for Q2 2020, up 14% quarter-over-quarter.
  • 12 funds opened new Travelzoo positions in Q2 2020 and 22 closed out, a net change of -10 holders.
  • The largest Travelzoo buyer in Q2 2020 was Invenomic Capital Management, an estimated $1.5M added.
  • The largest Travelzoo seller in Q2 2020 was Osmium Partners, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2020.