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Travelzoo

45 hedge funds and large institutions have $25.6M invested in Travelzoo in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $358K | Put options by funds: $185K

1.42% less ownership

Funds ownership: 33.67%32.25% (-1.4%)

12% less funds holding

Funds holding: 5145 (-6)

34% less capital invested

Capital invested by funds: $38.9M → $25.6M (-$13.3M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
20
Closed
10
Calls
$358K
Puts
$185K
Net Calls
+$173K
Net Calls Change
+$159K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$5.65M +$1.46M +171,645 +25%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.19M -$43.9K -5,174 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$3.08M -$76.3K -8,995 -2%
ICM
4
Invenomic Capital Management
Massachusetts
$2.86M -$49.8K -5,869 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.26M -$116K -13,617 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.06M -$15.3K -1,807 -0.6%
BlackRock
7
BlackRock
New York
$909K -$4.96K -585 -0.4%
EIM
8
Essex Investment Management
Massachusetts
$682K +$41.1K +4,844 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$564K +$14.3K +1,690 +2%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$535K +$9.28K +1,094 +1%
CAM
11
Costello Asset Management
Pennsylvania
$426K -$51.4K -6,055 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$411K -$6.49K -765 -1%
BCM
13
Bridgeway Capital Management
Texas
$280K -$335K -39,500 -48%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$274K
Two Sigma Advisers
15
Two Sigma Advisers
New York
$261K -$276K -32,500 -45%
SEI Investments
16
SEI Investments
Pennsylvania
$217K -$33.1K -3,900 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$210K +$11.2K +1,325 +4%
State Street
18
State Street
Massachusetts
$196K +$15.3K +1,807 +6%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$171K
Northern Trust
20
Northern Trust
Illinois
$167K -$2.87K -338 -1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$165K +$113K +13,262 +111%
CAN
22
Cetera Advisor Networks
California
$131K +$170K +20,000 New
PCM
23
Potomac Capital Management
New York
$113K -$12.5K -1,470 -8%
CCB
24
Cutter & Co Brokerage
Missouri
$102K
RJA
25
Raymond James & Associates
Florida
$97K

TZOO Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Travelzoo (TZOO) for Q1 2022, worth a combined $25.6M — down 34% from $38.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TZOO and 4 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Forager Capital Management, adding an estimated $1.46M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $898K sold.

  • 45 institutional investors held Travelzoo (TZOO) as of Q1 2022, down from 51 in Q4 2021.
  • Funds reported $25.6M of Travelzoo stock for Q1 2022, down 34% quarter-over-quarter.
  • 4 funds opened new Travelzoo positions in Q1 2022 and 10 closed out, a net change of -6 holders.
  • The largest Travelzoo buyer in Q1 2022 was Forager Capital Management, an estimated $1.46M added.
  • The largest Travelzoo seller in Q1 2022 was Cornercap Investment Counsel, an estimated $898K sold.

Based on aggregated 13F filings for Q1 2022.