We are live on ! Find out more
ZUMZ icon

Zumiez
ZUMZ

119 hedge funds and large institutions have $664M invested in Zumiez in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 121 → 119 (-2)

5% less capital invested

Capital invested by funds: $699M → $664M (-$35.8M)

48% less call options, than puts

Call options by funds: $4.18M | Put options by funds: $8.04M

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
44
Closed
14
Calls
$4.18M
Puts
$8.04M
Net Calls
-$3.86M
Net Calls Change
+$4.18M

Top Buyers

Rank Fund Capital Flow
1
TCP
TAMRO Capital Partners
Virginia
+$7.78M
2
WA
Wasatch Advisors
Utah
+$4.84M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.34M
4
BFA
BlackRock Fund Advisors
California
+$3.52M
5
PCM
Palisade Capital Management
New Jersey
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
TI
Turner Investments
Pennsylvania
-$9M
2
TA
Teachers Advisors
New York
-$7.59M
3
MCM
Montibus Capital Management
Oregon
-$5.74M
4
ARC
Absolute Return Capital
Massachusetts
-$3.89M
5
Ameriprise
Ameriprise
Minnesota
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.08M -$2.26M -80,881 -42%
Goldman Sachs
27
Goldman Sachs
New York
$3.01M +$732K +26,144 +31%
RFC
28
Russell Frank Company
Washington
$2.96M -$925K -33,031 -24%
PCM
29
Palisade Capital Management
New Jersey
$2.77M +$2.82M +100,661 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.65M +$348K +12,420 +15%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.61M +$79.6K +2,842 +3%
TCIM
32
TIAA CREF Investment Management
New York
$2.36M -$46.5K -1,660 -2%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M -$554K -19,779 -21%
BIM
34
BlackRock Investment Management
Delaware
$1.96M +$102K +3,633 +5%
NTCOC
35
Northern Trust Company of Connecticut
Connecticut
$1.77M -$313K -11,180 -15%
GAM
36
Gotham Asset Management
New York
$1.6M +$1.63M +58,238 New
Morgan Stanley
37
Morgan Stanley
New York
$1.57M -$714K -25,494 -31%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$1.51M -$497K -17,754 -24%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.48M +$743K +26,536 +98%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M +$356K +12,700 +31%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.44M – – –
Charles Schwab
42
Charles Schwab
California
$1.43M +$65.2K +2,328 +5%
Prudential Financial
43
Prudential Financial
New Jersey
$1.4M +$71.4K +2,550 +5%
OAM
44
Oxford Asset Management
United Kingdom
$1.31M +$988K +35,288 +289%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.28M -$61.6K -2,200 -5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.16M -$15.2K -544 -1%
CS
47
Credit Suisse
Switzerland
$1.14M -$498K -17,777 -30%
OAM
48
Oberweis Asset Management
Illinois
$1.11M -$272K -9,700 -19%
Invesco
49
Invesco
Georgia
$1.11M +$409K +14,612 +56%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.04M +$32.4K +1,156 +3%
1
2
3 4 5

ZUMZ Hedge Fund Activity: Q3 2013 in Review

119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2013, worth a combined $664M — down 5.1% from $699M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ZUMZ and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 42 added.

The largest buyer was TAMRO Capital Partners, adding an estimated $7.78M. The largest seller was Turner Investments, cutting an estimated $9M.

  • 119 institutional investors held Zumiez (ZUMZ) as of Q3 2013, down from 121 in Q2 2013.
  • Funds reported $664M of Zumiez stock for Q3 2013, down 5.1% quarter-over-quarter.
  • 13 funds opened new Zumiez positions in Q3 2013 and 14 closed out, a net change of -1 holder.
  • The largest Zumiez buyer in Q3 2013 was TAMRO Capital Partners, an estimated $7.78M added.
  • The largest Zumiez seller in Q3 2013 was Turner Investments, an estimated $9M sold.

Based on aggregated 13F filings for Q3 2013.