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Zumiez
ZUMZ

129 hedge funds and large institutions have $427M invested in Zumiez in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $364K

27% more capital invested

Capital invested by funds: $337M → $427M (+$89.7M)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

0% more funds holding

Funds holding: 129 → 129 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
129
Holders Change
–
Holders Change %
0%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
45
Closed
16
Calls
$1.98M
Puts
$364K
Net Calls
+$1.61M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$17.3M
2
HRCM
Hood River Capital Management
Florida
+$6.83M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.37M
4
KI
Kalmar Investments
Delaware
+$3.56M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$2.75M
4
State Street
State Street
Massachusetts
-$2.32M
5
HAI
Hennessy Advisors Inc
California
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Alambic Investment Management
California
$2.59M +$792K +42,210 +48%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.48M +$127K +6,746 +6%
Charles Schwab
28
Charles Schwab
California
$2.46M +$458K +24,441 +25%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.33M -$154K -8,227 -7%
Ameriprise
30
Ameriprise
Minnesota
$1.85M +$25K +1,335 +1%
ETM
31
Euclidean Technologies Management
Washington
$1.81M +$264K +14,100 +18%
GC
32
Guggenheim Capital
Illinois
$1.79M +$239K +12,756 +17%
ACMM
33
Arbor Capital Management (Minnesota)
Minnesota
$1.71M -$128K -6,800 -7%
SFM
34
Systematic Financial Management
New Jersey
$1.68M -$642K -34,215 -29%
Invesco
35
Invesco
Georgia
$1.66M +$274K +14,582 +21%
UBS Group
36
UBS Group
Switzerland
$1.64M +$52.8K +2,816 +4%
Prudential Financial
37
Prudential Financial
New Jersey
$1.63M +$668K +35,589 +77%
SIP
38
Stoneridge Investment Partners
Pennsylvania
$1.62M +$1.53M +81,441 New
BIM
39
BlackRock Investment Management
Delaware
$1.55M +$25.9K +1,380 +2%
Bank of America
40
Bank of America
North Carolina
$1.5M +$1.22M +64,976 +617%
PI
41
Putnam Investments
Massachusetts
$1.49M -$24.2K -1,290 -2%
TCIM
42
TIAA CREF Investment Management
New York
$1.27M -$48.3K -2,575 -4%
BCM
43
Bridgeway Capital Management
Texas
$1.27M – – –
PPA
44
Parametric Portfolio Associates
Washington
$1.27M +$215K +11,437 +22%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$936K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$839K +$99.5K +5,307 +14%
ERSOT
47
Employees Retirement System of Texas
Texas
$837K +$788K +42,000 New
ARTA
48
A.R.T. Advisors
New York
$764K -$1.31M -70,000 -65%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$760K -$15K -800 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$717K +$114K +6,100 +20%
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ZUMZ Hedge Fund Activity: Q1 2016 in Review

129 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2016, worth a combined $427M — up 27% from $337M a quarter earlier.

Fund positioning in ZUMZ was balanced in Q1 2016: 16 funds opened new positions, 16 closed out, 47 added to existing stakes and 45 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $17.3M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 129 institutional investors held Zumiez (ZUMZ) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $427M of Zumiez stock for Q1 2016, up 27% quarter-over-quarter.
  • 16 funds opened new Zumiez positions in Q1 2016 and 16 closed out, a net change of 0 holders.
  • The largest Zumiez buyer in Q1 2016 was Lord, Abbett & Co, an estimated $17.3M added.
  • The largest Zumiez seller in Q1 2016 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2016.