Zumiez
ZUMZ
139 hedge funds and large institutions have $595M invested in Zumiez in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 33 increasing their positions, 54 reducing their positions, and 5 closing their positions.
580% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 5
26% more funds holding
Funds holding: 110 → 139 (+29)
15% more capital invested
Capital invested by funds: $519M → $595M (+$76.4M)
21% less call options, than puts
Call options by funds: $1.47M | Put options by funds: $1.86M
39% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 54
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$16.4M |
| 2 |
JP Morgan Chase
New York
|
+$6.48M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$5.95M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$5.55M |
| 5 |
TA
Teachers Advisors
New York
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$28.2M |
| 2 |
MRM
Michael R. Murphy
|
-$13.3M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$6.01M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$5.51M |
| 5 |
Renaissance Technologies
New York
|
-$4.23M |
ZUMZ Hedge Fund Activity: Q2 2014 in Review
139 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2014, worth a combined $595M — up 15% from $519M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ZUMZ positions and 5 closed out — a net gain of 29 holders — while 33 added to existing stakes and 54 trimmed.
The largest buyer was Norges Bank, adding an estimated $16.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.2M.
- 139 institutional investors held Zumiez (ZUMZ) as of Q2 2014, up from 110 in Q1 2014.
- Funds reported $595M of Zumiez stock for Q2 2014, up 15% quarter-over-quarter.
- 34 funds opened new Zumiez positions in Q2 2014 and 5 closed out, a net change of +29 holders.
- The largest Zumiez buyer in Q2 2014 was Norges Bank, an estimated $16.4M added.
- The largest Zumiez seller in Q2 2014 was T. Rowe Price Associates, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2014.