Zumiez
ZUMZ
129 hedge funds and large institutions have $337M invested in Zumiez in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 20 closing their positions.
62% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $950K
4% less capital invested
Capital invested by funds: $352M → $337M (-$14.6M)
2% less funds holding
Funds holding: 132 → 129 (-3)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
29% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 52
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.7M |
| 2 |
MCM
Matarin Capital Management
New York
|
+$5.11M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$2.72M |
| 4 |
Barclays
London,
United Kingdom
|
+$2.62M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$9.02M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.49M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.21M |
| 4 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$4.02M |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$3.21M |
ZUMZ Hedge Fund Activity: Q4 2015 in Review
129 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2015, worth a combined $337M — down 4.2% from $352M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ZUMZ and 18 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 37 added.
The largest buyer was Fidelity Investments, adding an estimated $19.7M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $9.02M sold.
- 129 institutional investors held Zumiez (ZUMZ) as of Q4 2015, down from 132 in Q3 2015.
- Funds reported $337M of Zumiez stock for Q4 2015, down 4.2% quarter-over-quarter.
- 18 funds opened new Zumiez positions in Q4 2015 and 20 closed out, a net change of -2 holders.
- The largest Zumiez buyer in Q4 2015 was Fidelity Investments, an estimated $19.7M added.
- The largest Zumiez seller in Q4 2015 was Waddell & Reed Financial, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2015.