Zoe's Kitchen, Inc.
ZOES
ZOES was delisted on the 20th of November, 2018.
129 hedge funds and large institutions have $936M invested in Zoe's Kitchen, Inc. in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
38% more capital invested
Capital invested by funds: $680M → $936M (+$257M)
9% more funds holding
Funds holding: 118 → 129 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
29% less call options, than puts
Call options by funds: $21.6M | Put options by funds: $30.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.4M |
| 4 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$7.56M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.81M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.04M |
| 3 |
LCM
Lomas Capital Management
New York
|
-$5.03M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.99M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.15M |
ZOES Hedge Fund Activity: Q2 2015 in Review
129 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Zoe's Kitchen, Inc. (ZOES) for Q2 2015, worth a combined $936M — up 38% from $680M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ZOES positions and 12 closed out — a net gain of 12 holders — while 57 added to existing stakes and 35 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $15.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $8.81M.
- 129 institutional investors held Zoe's Kitchen, Inc. (ZOES) as of Q2 2015, up from 118 in Q1 2015.
- Funds reported $936M of Zoe's Kitchen, Inc. stock for Q2 2015, up 38% quarter-over-quarter.
- 24 funds opened new Zoe's Kitchen, Inc. positions in Q2 2015 and 12 closed out, a net change of +12 holders.
- The largest Zoe's Kitchen, Inc. buyer in Q2 2015 was Fidelity Investments, an estimated $15.7M added.
- The largest Zoe's Kitchen, Inc. seller in Q2 2015 was Lord, Abbett & Co, an estimated $8.81M sold.
Based on aggregated 13F filings for Q2 2015.