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Zumiez
ZUMZ

137 hedge funds and large institutions have $341M invested in Zumiez in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $252M → $341M (+$89.1M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

8% more funds holding

Funds holding: 127 → 137 (+10)

8% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $4.16M

6.37% less ownership

Funds ownership: 81.07% → 74.7% (-6.4%)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
50
Reduced
40
Closed
19
Calls
$4.5M
Puts
$4.16M
Net Calls
+$335K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$9.78M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.01M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.4M
4
LCM
Landscape Capital Management
New Jersey
+$2.2M
5
BlackRock
BlackRock
New York
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$20.7M
2
JGC
J. Goldman & Co
New York
-$6.01M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.13M
5
TC
Tyvor Capital
Illinois
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.48M +$36.2K +2,658 +2%
ERSOT
27
Employees Retirement System of Texas
Texas
$2.24M +$1.02M +75,000 +153%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$2.21M +$1.66M +121,914 New
PI
29
Putnam Investments
Massachusetts
$2.19M +$1.65M +121,050 New
BCM
30
Bridgeway Capital Management
Texas
$2.17M – – –
Barclays
31
Barclays
United Kingdom
$2.04M +$1.04M +76,305 +210%
Ameriprise
32
Ameriprise
Minnesota
$2M +$257K +18,890 +21%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.87M -$263K -19,331 -16%
PPA
34
Parametric Portfolio Associates
Washington
$1.83M +$542K +39,824 +65%
TA
35
Teachers Advisors
New York
$1.75M +$768K +56,440 +139%
ARTA
36
A.R.T. Advisors
New York
$1.71M +$362K +26,600 +39%
Citadel Advisors
37
Citadel Advisors
Florida
$1.6M +$1.03M +75,989 +607%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.58M +$260K +19,112 +28%
SFM
39
Systematic Financial Management
New Jersey
$1.57M -$389K -28,595 -25%
ETM
40
Euclidean Technologies Management
Washington
$1.52M +$515K +37,851 +82%
PCMI
41
Paradigm Capital Management Inc
New York
$1.45M +$1.09M +80,000 New
ADEF
42
Adams Diversified Equity Fund
Maryland
$1.42M +$471K +34,600 +78%
CIC
43
Chilton Investment Company
Connecticut
$1.3M -$1.69M -124,000 -63%
Invesco
44
Invesco
Georgia
$1.27M +$39K +2,865 +4%
HCM
45
Highbridge Capital Management
New York
$1.2M +$587K +43,152 +188%
GC
46
Guggenheim Capital
Illinois
$1.14M +$46.2K +3,397 +6%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$1.03M +$778K +57,173 New
Millennium Management
48
Millennium Management
New York
$1.02M -$2.29M -168,465 -75%
MWNA
49
Marshall Wace North America
New York
$991K +$573K +42,150 +327%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$909K -$205K -15,036 -23%
1
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3 4 5

ZUMZ Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2017, worth a combined $341M — up 35% from $252M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZUMZ positions and 19 closed out — a net gain of 11 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Numeric Investors, adding an estimated $9.78M. The largest seller was Wasatch Advisors, cutting an estimated $20.7M.

  • 137 institutional investors held Zumiez (ZUMZ) as of Q3 2017, up from 127 in Q2 2017.
  • Funds reported $341M of Zumiez stock for Q3 2017, up 35% quarter-over-quarter.
  • 30 funds opened new Zumiez positions in Q3 2017 and 19 closed out, a net change of +11 holders.
  • The largest Zumiez buyer in Q3 2017 was Numeric Investors, an estimated $9.78M added.
  • The largest Zumiez seller in Q3 2017 was Wasatch Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2017.