Zoe's Kitchen, Inc.
ZOES
ZOES was delisted on the 20th of November, 2018.
128 hedge funds and large institutions have $895M invested in Zoe's Kitchen, Inc. in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 14 closing their positions.
128% more call options, than puts
Call options by funds: $20.8M | Put options by funds: $9.1M
25% more capital invested
Capital invested by funds: $717M → $895M (+$177M)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 130 → 128 (-2)
24% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$9.26M |
| 3 |
Morgan Stanley
New York
|
+$5.54M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.44M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$29.7M |
| 2 |
MGM
Miura Global Management
New York
|
-$28.3M |
| 3 |
Goldman Sachs
New York
|
-$14.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$14.1M |
| 5 |
CCI
Columbus Circle Investors
|
-$11.3M |
ZOES Hedge Fund Activity: Q1 2016 in Review
128 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Zoe's Kitchen, Inc. (ZOES) for Q1 2016, worth a combined $895M — up 25% from $717M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ZOES and 13 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 41 added.
The largest buyer was JP Morgan Chase, adding an estimated $11M. The largest seller was Lord, Abbett & Co, cutting an estimated $29.7M.
- 128 institutional investors held Zoe's Kitchen, Inc. (ZOES) as of Q1 2016, down from 130 in Q4 2015.
- Funds reported $895M of Zoe's Kitchen, Inc. stock for Q1 2016, up 25% quarter-over-quarter.
- 13 funds opened new Zoe's Kitchen, Inc. positions in Q1 2016 and 14 closed out, a net change of -1 holder.
- The largest Zoe's Kitchen, Inc. buyer in Q1 2016 was JP Morgan Chase, an estimated $11M added.
- The largest Zoe's Kitchen, Inc. seller in Q1 2016 was Lord, Abbett & Co, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2016.