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ZOES

Zoe's Kitchen, Inc.
ZOES

Delisted

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

128 hedge funds and large institutions have $748M invested in Zoe's Kitchen, Inc. in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.95M

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 128128 (0)

16% less capital invested

Capital invested by funds: $895M → $748M (-$146M)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
15
Increased
37
Reduced
45
Closed
14
Calls
$14.4M
Puts
$4.95M
Net Calls
+$9.51M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$59.9M
Franklin Resources
2
Franklin Resources
California
$55.9M -$4.48M -119,258 -7%
WA
3
Wasatch Advisors
Utah
$43.5M -$18M -478,456 -29%
Jennison Associates
4
Jennison Associates
New York
$43.4M -$11M -294,044 -20%
JP Morgan Chase
5
JP Morgan Chase
New York
$39.8M +$4.29M +114,124 +12%
Morgan Stanley
6
Morgan Stanley
New York
$33M -$6.7M -178,478 -16%
MGM
7
Miura Global Management
New York
$29M -$3.76M -100,000 -11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$27.8M +$139K +3,710 +0.5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$26.9M -$1.94M -51,750 -7%
Vanguard Group
10
Vanguard Group
Pennsylvania
$25M +$723K +19,242 +3%
TCIM
11
TIAA CREF Investment Management
New York
$24.5M -$3.15M -83,879 -11%
Deutsche Bank
12
Deutsche Bank
Germany
$22.9M +$3.79M +100,828 +19%
Wells Fargo
13
Wells Fargo
California
$22.5M -$142K -3,785 -0.6%
NCGI
14
Next Century Growth Investors
Minnesota
$21.6M -$5.51M -146,661 -20%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$19.1M +$705K +18,765 +4%
BFA
16
BlackRock Fund Advisors
California
$17.9M -$195K -5,190 -1%
BIT
17
BlackRock Institutional Trust
California
$16.7M -$119K -3,164 -0.7%
William Blair & Company
18
William Blair & Company
Illinois
$14.1M -$609K -16,208 -4%
CCI
19
Columbus Circle Investors
$13.7M +$8.92M +237,426 +169%
Goldman Sachs
20
Goldman Sachs
New York
$11.7M -$6.31M -168,133 -34%
CWAM
21
Columbia Wanger Asset Management
Illinois
$11.6M +$976K +25,994 +9%
State Street
22
State Street
Massachusetts
$11.4M +$373K +9,919 +3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$8.96M
Northern Trust
24
Northern Trust
Illinois
$8.04M +$146K +3,876 +2%
TA
25
Teachers Advisors
New York
$7.98M +$82.8K +2,204 +1%

ZOES Hedge Fund Activity: Q2 2016 in Review

128 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zoe's Kitchen, Inc. (ZOES) for Q2 2016, worth a combined $748M — down 16% from $895M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ZOES positions and 14 closed out — a net gain of 1 holder — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Columbus Circle Investors, adding an estimated $8.92M. The largest seller was Wasatch Advisors, cutting an estimated $18M.

  • 128 institutional investors held Zoe's Kitchen, Inc. (ZOES) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $748M of Zoe's Kitchen, Inc. stock for Q2 2016, down 16% quarter-over-quarter.
  • 15 funds opened new Zoe's Kitchen, Inc. positions in Q2 2016 and 14 closed out, a net change of +1 holder.
  • The largest Zoe's Kitchen, Inc. buyer in Q2 2016 was Columbus Circle Investors, an estimated $8.92M added.
  • The largest Zoe's Kitchen, Inc. seller in Q2 2016 was Wasatch Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2016.