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ZOES

Zoe's Kitchen, Inc.
ZOES

Delisted

ZOES was delisted on the 20th of November, 2018.

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119 hedge funds and large institutions have $574M invested in Zoe's Kitchen, Inc. in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

174% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 19

42% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $7.82M

29% more funds holding

Funds holding: 92 → 119 (+27)

28% more capital invested

Capital invested by funds: $449M → $574M (+$125M)

Holders
119
Holders Change
+27
Holders Change %
+29.35%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
52
Reduced
19
Closed
10
Calls
$11.1M
Puts
$7.82M
Net Calls
+$3.27M
Net Calls Change
+$5.68M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$57.8M
2
Morgan Stanley
Morgan Stanley
New York
+$25.5M
3
WA
Wasatch Advisors
Utah
+$11.3M
4
O
OppenheimerFunds
New York
+$8.7M
5
MGM
Miura Global Management
New York
+$8.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.2M
2
TI
Turner Investments
Pennsylvania
-$9.76M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.46M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.38M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$5.62M +$1.69M +52,220 +38%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.33M +$1.69M +52,085 +41%
BFA
28
BlackRock Fund Advisors
California
$4.86M +$723K +22,315 +16%
Marshall Wace
29
Marshall Wace
United Kingdom
$4.74M +$5.13M +158,448 New
TI
30
Turner Investments
Pennsylvania
$4.36M -$9.76M -301,270 -67%
SAM
31
Scopus Asset Management
New York
$4.12M -$3.43M -105,933 -43%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$3.92M +$48.6K +1,500 +1%
NIP
33
Nicholas Investment Partners
California
$3.42M +$284K +8,766 +8%
CANY
34
Caxton Associates (New York)
New York
$2.99M +$3.24M +100,000 New
TCM
35
Timpani Capital Management
Wisconsin
$2.95M +$1.19M +36,720 +59%
BIT
36
BlackRock Institutional Trust
California
$2.82M +$1.45M +44,853 +91%
Artisan Partners
37
Artisan Partners
Wisconsin
$2.79M -$67.4K -2,082 -2%
GECH
38
Garnet Equity Capital Holdings
New York
$2.69M +$2.91M +90,000 New
Northern Trust
39
Northern Trust
Illinois
$2.47M +$325K +10,045 +14%
Bank of America
40
Bank of America
North Carolina
$2.47M +$2.3M +70,897 +608%
Deutsche Bank
41
Deutsche Bank
Germany
$2.4M +$182K +5,627 +8%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.07M +$511K +15,775 +29%
State Street
43
State Street
Massachusetts
$2.06M +$346K +10,678 +18%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$2.04M +$87.1K +2,689 +4%
RFC
45
Russell Frank Company
Washington
$1.95M -$873K -26,948 -29%
DIA
46
Denver Investment Advisors
Colorado
$1.93M +$2.09M +64,462 New
VAM
47
Visium Asset Management
New York
$1.92M -$697K -21,518 -25%
DCM
48
Driehaus Capital Management
Illinois
$1.78M +$56.3K +1,740 +3%
CCM
49
Cupps Capital Management
Illinois
$1.63M +$1.76M +54,505 New
NFA
50
Nationwide Fund Advisors
Ohio
$1.61M +$754K +23,292 +77%
1
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ZOES Hedge Fund Activity: Q4 2014 in Review

119 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zoe's Kitchen, Inc. (ZOES) for Q4 2014, worth a combined $574M — up 28% from $449M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ZOES positions and 10 closed out — a net gain of 28 holders — while 52 added to existing stakes and 19 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $57.8M. The largest seller was Fidelity Investments, cutting an estimated $20.2M.

  • 119 institutional investors held Zoe's Kitchen, Inc. (ZOES) as of Q4 2014, up from 92 in Q3 2014.
  • Funds reported $574M of Zoe's Kitchen, Inc. stock for Q4 2014, up 28% quarter-over-quarter.
  • 38 funds opened new Zoe's Kitchen, Inc. positions in Q4 2014 and 10 closed out, a net change of +28 holders.
  • The largest Zoe's Kitchen, Inc. buyer in Q4 2014 was Franklin Resources, an estimated $57.8M added.
  • The largest Zoe's Kitchen, Inc. seller in Q4 2014 was Fidelity Investments, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2014.