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Zumiez
ZUMZ

122 hedge funds and large institutions have $589M invested in Zumiez in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

3% more funds holding

Funds holding: 119 → 122 (+3)

11% less capital invested

Capital invested by funds: $664M → $589M (-$74.8M)

73% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $3.98M

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
39
Closed
12
Calls
$1.08M
Puts
$3.98M
Net Calls
-$2.91M
Net Calls Change
+$955K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.2M
2
MRM
Michael R. Murphy
+$10.1M
3
WA
Wasatch Advisors
Utah
+$5.15M
4
ARC
Absolute Return Capital
Massachusetts
+$4.7M
5
PCM
Palisade Capital Management
New Jersey
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$35.2M
2
TCM
Tiger Consumer Management
New York
-$12.9M
3
WRF
Waddell & Reed Financial
Kansas
-$10.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.59M
5
N
Nuveen
North Carolina
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.62M +$224K +8,049 +6%
Deutsche Bank
27
Deutsche Bank
Germany
$3.48M +$3.38M +121,338 +960%
Morgan Stanley
28
Morgan Stanley
New York
$2.99M +$1.62M +58,145 +102%
Goldman Sachs
29
Goldman Sachs
New York
$2.91M +$66.8K +2,401 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$2.86M +$429K +15,403 +16%
Millennium Management
31
Millennium Management
New York
$2.31M +$1.89M +68,005 +325%
TCIM
32
TIAA CREF Investment Management
New York
$2.19M -$42.2K -1,515 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$2.16M -$35.2M -1,263,779 -94%
GAM
34
Gotham Asset Management
New York
$2.16M +$687K +24,693 +42%
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.08M +$212K +7,620 +11%
MAA
36
Managed Account Advisors
New Jersey
$1.94M +$1.76M +63,300 +557%
BIM
37
BlackRock Investment Management
Delaware
$1.82M -$30.3K -1,087 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.5M +$1.6M +57,568 New
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M +$16.7K +600 +1%
Charles Schwab
40
Charles Schwab
California
$1.36M +$48.1K +1,728 +3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.36M – – –
NTCOC
42
Northern Trust Company of Connecticut
Connecticut
$1.33M -$361K -12,975 -20%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$1.32M -$108K -3,874 -7%
Prudential Financial
44
Prudential Financial
New Jersey
$1.31M -$11.1K -400 -0.8%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.27M +$381K +13,672 +39%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.19M -$16.7K -600 -1%
Invesco
47
Invesco
Georgia
$1.19M +$147K +5,288 +13%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.09M – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$994K +$8.35K +300 +0.8%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$870K +$527K +18,925 +130%
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ZUMZ Hedge Fund Activity: Q4 2013 in Review

122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2013, worth a combined $589M — down 11% from $664M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ZUMZ positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $12.2M. The largest seller was Citadel Advisors, cutting an estimated $35.2M.

  • 122 institutional investors held Zumiez (ZUMZ) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $589M of Zumiez stock for Q4 2013, down 11% quarter-over-quarter.
  • 16 funds opened new Zumiez positions in Q4 2013 and 12 closed out, a net change of +4 holders.
  • The largest Zumiez buyer in Q4 2013 was Fidelity Investments, an estimated $12.2M added.
  • The largest Zumiez seller in Q4 2013 was Citadel Advisors, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2013.