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Zumiez
ZUMZ

127 hedge funds and large institutions have $252M invested in Zumiez in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $742K | Put options by funds: $320K

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

3% less funds holding

Funds holding: 131 → 127 (-4)

4.76% less ownership

Funds ownership: 85.82% → 81.07% (-4.8%)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

36% less capital invested

Capital invested by funds: $392M → $252M (-$140M)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
47
Reduced
38
Closed
26
Calls
$742K
Puts
$320K
Net Calls
+$422K
Net Calls Change
+$4.5M

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$9.49M
2
Renaissance Technologies
Renaissance Technologies
New York
+$7.67M
3
JGC
J. Goldman & Co
New York
+$7.43M
4
Deutsche Bank
Deutsche Bank
Germany
+$5.71M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$24.1M
2
HRCM
Hood River Capital Management
Florida
-$13.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.2M
4
CCI
Columbus Circle Investors
-$10M
5
TC
Tyvor Capital
Illinois
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2.17M +$271K +17,760 +11%
Charles Schwab
27
Charles Schwab
California
$2.16M +$361K +23,634 +16%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.82M +$2.26M +147,632 New
Goldman Sachs
29
Goldman Sachs
New York
$1.72M +$763K +49,967 +56%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.66M +$25.8K +1,686 +1%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.51M +$285K +18,631 +18%
BCM
32
Bridgeway Capital Management
Texas
$1.48M +$855K +56,000 +88%
SFM
33
Systematic Financial Management
New Jersey
$1.43M +$429K +28,075 +32%
AIM
34
Alambic Investment Management
California
$1.31M -$968K -63,400 -37%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$1.24M – – –
Ameriprise
36
Ameriprise
Minnesota
$1.14M +$17.3K +1,135 +1%
TCIM
37
TIAA CREF Investment Management
New York
$1.13M +$690K +45,170 +97%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.11M -$556K -36,401 -29%
KBC Group
39
KBC Group
Belgium
$970K +$367K +23,997 +44%
EGM
40
Engineers Gate Manager
New York
$916K +$1.13M +74,203 New
SCM
41
Signia Capital Management
Washington
$893K -$258K -16,908 -19%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$842K -$955K -62,500 -48%
Invesco
43
Invesco
Georgia
$835K -$1.18K -77 -0.1%
ARTA
44
A.R.T. Advisors
New York
$835K +$1.03M +67,684 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$806K +$27.6K +1,808 +3%
PPA
46
Parametric Portfolio Associates
Washington
$757K +$279K +18,251 +42%
GC
47
Guggenheim Capital
Illinois
$733K -$14K -919 -2%
HHC
48
Hutchin Hill Capital
New York
$642K +$794K +51,965 New
ERSOT
49
Employees Retirement System of Texas
Texas
$605K -$504K -33,000 -40%
O
50
OppenheimerFunds
New York
$595K +$209K +13,651 +40%
1
2
3 4 5

ZUMZ Hedge Fund Activity: Q2 2017 in Review

127 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2017, worth a combined $252M — down 36% from $392M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ZUMZ and 23 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 47 added.

The largest buyer was Numeric Investors, opening a new position worth an estimated $9.49M. The largest seller was Wasatch Advisors, cutting an estimated $24.1M.

  • 127 institutional investors held Zumiez (ZUMZ) as of Q2 2017, down from 131 in Q1 2017.
  • Funds reported $252M of Zumiez stock for Q2 2017, down 36% quarter-over-quarter.
  • 23 funds opened new Zumiez positions in Q2 2017 and 26 closed out, a net change of -3 holders.
  • The largest Zumiez buyer in Q2 2017 was Numeric Investors, an estimated $9.49M added.
  • The largest Zumiez seller in Q2 2017 was Wasatch Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2017.