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Zumiez
ZUMZ

110 hedge funds and large institutions have $519M invested in Zumiez in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% less funds holding

Funds holding: 122 → 110 (-12)

12% less capital invested

Capital invested by funds: $589M → $519M (-$70M)

37% less call options, than puts

Call options by funds: $886K | Put options by funds: $1.41M

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
110
Holders Change
-12
Holders Change %
-9.84%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
42
Reduced
37
Closed
23
Calls
$886K
Puts
$1.41M
Net Calls
-$524K
Net Calls Change
+$2.38M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.6M
2
MRM
Michael R. Murphy
+$13.3M
3
RA
Royce & Associates
New York
+$9.01M
4
GAM
Gotham Asset Management
New York
+$6.45M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.4M
2
TCP
TAMRO Capital Partners
Virginia
-$30.9M
3
TCM
Tiger Consumer Management
New York
-$6.39M
4
TI
Turner Investments
Pennsylvania
-$5.4M
5
State Street
State Street
Massachusetts
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.49M +$118K +5,050 +4%
Citadel Advisors
27
Citadel Advisors
Florida
$3.38M +$1.32M +56,481 +68%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$2.76M +$87.4K +3,735 +3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2.73M -$783K -33,480 -23%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.61M +$2.33M +99,562 +1,252%
MAA
31
Managed Account Advisors
New Jersey
$2.31M +$479K +20,455 +27%
First Trust Advisors
32
First Trust Advisors
Illinois
$2.18M +$958K +40,961 +84%
NI
33
Numeric Investors
Massachusetts
$2.02M +$1.95M +83,200 New
TCIM
34
TIAA CREF Investment Management
New York
$2.01M -$35.1K -1,500 -2%
Morgan Stanley
35
Morgan Stanley
New York
$1.8M -$955K -40,806 -35%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.72M -$207K -8,867 -11%
BIM
37
BlackRock Investment Management
Delaware
$1.72M +$19.6K +836 +1%
Goldman Sachs
38
Goldman Sachs
New York
$1.54M -$1.13M -48,354 -43%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$1.53M +$285K +12,201 +24%
Charles Schwab
40
Charles Schwab
California
$1.45M +$174K +7,440 +14%
Invesco
41
Invesco
Georgia
$1.3M +$189K +8,058 +18%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.26M – – –
VOYA Investment Management
43
VOYA Investment Management
Georgia
$1.18M +$358K +15,303 +46%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.09M -$16.4K -700 -2%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.08M -$215K -9,200 -17%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.06M +$1.02M +43,576 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$927K – – –
CIA
48
Capital Impact Advisors
Massachusetts
$793K – – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$786K – – –
BG
50
BlackRock Group
United Kingdom
$769K -$7.02K -300 -0.9%
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ZUMZ Hedge Fund Activity: Q1 2014 in Review

110 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2014, worth a combined $519M — down 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ZUMZ and 13 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Fidelity Investments, adding an estimated $14.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.4M.

  • 110 institutional investors held Zumiez (ZUMZ) as of Q1 2014, down from 122 in Q4 2013.
  • Funds reported $519M of Zumiez stock for Q1 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Zumiez positions in Q1 2014 and 23 closed out, a net change of -10 holders.
  • The largest Zumiez buyer in Q1 2014 was Fidelity Investments, an estimated $14.6M added.
  • The largest Zumiez seller in Q1 2014 was T. Rowe Price Associates, an estimated $47.4M sold.

Based on aggregated 13F filings for Q1 2014.