Zumiez
ZUMZ
154 hedge funds and large institutions have $596M invested in Zumiez in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 33 closing their positions.
31% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $1.59M
10% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 51
4% less funds holding
Funds holding: 160 → 154 (-6)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
32% less capital invested
Capital invested by funds: $879M → $596M (-$282M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$31.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.5M |
| 3 |
Bank of New York Mellon
New York
|
+$6.8M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$5.52M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$10.8M |
| 2 |
TA
Teachers Advisors
New York
|
-$8.54M |
| 3 |
JP Morgan Chase
New York
|
-$8.41M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$7.91M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.1M |
ZUMZ Hedge Fund Activity: Q2 2015 in Review
154 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2015, worth a combined $596M — down 32% from $879M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ZUMZ and 28 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 56 added.
The largest buyer was Wasatch Advisors, adding an estimated $31.6M. The largest seller was Royce & Associates, cutting an estimated $10.8M.
- 154 institutional investors held Zumiez (ZUMZ) as of Q2 2015, down from 160 in Q1 2015.
- Funds reported $596M of Zumiez stock for Q2 2015, down 32% quarter-over-quarter.
- 28 funds opened new Zumiez positions in Q2 2015 and 33 closed out, a net change of -5 holders.
- The largest Zumiez buyer in Q2 2015 was Wasatch Advisors, an estimated $31.6M added.
- The largest Zumiez seller in Q2 2015 was Royce & Associates, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2015.