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Zumiez
ZUMZ

159 hedge funds and large institutions have $822M invested in Zumiez in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

48% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.27M

37% more capital invested

Capital invested by funds: $602M → $822M (+$220M)

12% more funds holding

Funds holding: 142 → 159 (+17)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
39
Reduced
58
Closed
16
Calls
$1.89M
Puts
$1.27M
Net Calls
+$617K
Net Calls Change
-$895K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.2M
2
GT
Glenmede Trust
Pennsylvania
+$13.9M
3
State Street
State Street
Massachusetts
+$7.06M
4
B
Baird
Wisconsin
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13M
2
Wells Fargo
Wells Fargo
California
-$11.2M
3
WRF
Waddell & Reed Financial
Kansas
-$7.66M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$6.09M -$809K -23,659 -13%
TCIM
27
TIAA CREF Investment Management
New York
$5.88M +$2.41M +70,598 +86%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$5.59M +$537K +15,706 +12%
SBH
29
Segall Bryant & Hamill
Illinois
$5.37M -$3.51M -102,780 -43%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.28M +$226K +6,618 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$5.18M +$1.29M +37,853 +39%
SGAM
32
Smith Group Asset Management
Texas
$4.54M -$400K -11,710 -9%
NFA
33
Nationwide Fund Advisors
Ohio
$3.9M -$164K -4,798 -5%
Prudential Financial
34
Prudential Financial
New Jersey
$3.49M -$1.9M -55,600 -38%
Goldman Sachs
35
Goldman Sachs
New York
$3.49M -$309K -9,033 -9%
Invesco
36
Invesco
Georgia
$3.13M +$56.6K +1,656 +2%
MAA
37
Managed Account Advisors
New Jersey
$3.05M +$357K +10,440 +15%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$2.96M -$191K -5,600 -7%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.78M -$309K -9,051 -11%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74M – – –
BIM
41
BlackRock Investment Management
Delaware
$2.7M -$27K -791 -1%
LCG
42
Lisanti Capital Growth
New York
$2.35M +$2.08M +60,735 New
SFM
43
Systematic Financial Management
New Jersey
$2.29M -$1.03M -30,210 -34%
Charles Schwab
44
Charles Schwab
California
$2.26M +$43.8K +1,281 +2%
GIM
45
Granahan Investment Management
Massachusetts
$2.11M -$3.91M -114,382 -68%
KBC Group
46
KBC Group
Belgium
$2.07M +$1.63M +47,674 +805%
MC
47
Menta Capital
California
$1.98M +$1.75M +51,252 New
Jennison Associates
48
Jennison Associates
New York
$1.75M +$893K +26,127 +136%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$1.72M – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.69M -$2.66M -77,875 -64%
1
2
3 4 5

ZUMZ Hedge Fund Activity: Q4 2014 in Review

159 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2014, worth a combined $822M — up 37% from $602M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 16 closed out — a net gain of 21 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Royce & Associates, cutting an estimated $13M.

  • 159 institutional investors held Zumiez (ZUMZ) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $822M of Zumiez stock for Q4 2014, up 37% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Zumiez buyer in Q4 2014 was Fidelity Investments, an estimated $27.2M added.
  • The largest Zumiez seller in Q4 2014 was Royce & Associates, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2014.