We are live on ! Find out more
ZUMZ icon

Zumiez
ZUMZ

178 hedge funds and large institutions have $701M invested in Zumiez in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

25% more capital invested

Capital invested by funds: $560M → $701M (+$142M)

14% more funds holding

Funds holding: 156 → 178 (+22)

2.55% more ownership

Funds ownership: 83.39% → 85.94% (+2.5%)

75% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $8.89M

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
63
Reduced
50
Closed
19
Calls
$2.23M
Puts
$8.89M
Net Calls
-$6.66M
Net Calls Change
-$5.05M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$8.24M
2
N
Nuveen
North Carolina
+$4.94M
3
Morgan Stanley
Morgan Stanley
New York
+$4.45M
4
MC
Maverick Capital
Texas
+$4.24M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.1M

Top Sellers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
-$12.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.12M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.22M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.22M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
26
AEGON Asset Management (UK)
United Kingdom
$5.85M +$352K +13,370 +8%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.6M +$230K +8,708 +5%
BCM
28
Bridgeway Capital Management
Texas
$5.39M – – –
Allianz Asset Management
29
Allianz Asset Management
Germany
$5.15M -$193K -7,326 -4%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.92M -$2.13M -80,655 -34%
Squarepoint
31
Squarepoint
New York
$4.51M +$1.07M +40,427 +40%
Coatue Management
32
Coatue Management
New York
$4.51M +$2.55M +96,766 +212%
Ameriprise
33
Ameriprise
Minnesota
$4.21M +$418K +15,845 +14%
FA
34
Friess Associates
Delaware
$4.19M +$40.7K +1,543 +1%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$3.9M +$3.25M +123,211 New
Millennium Management
36
Millennium Management
New York
$3.73M +$699K +26,528 +29%
LOAMU
37
Lombard Odier Asset Management (USA)
New York
$3.71M +$3.09M +117,296 New
Goldman Sachs
38
Goldman Sachs
New York
$3.68M +$660K +25,023 +27%
Barclays
39
Barclays
United Kingdom
$3.41M +$440K +16,683 +18%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$3.33M +$591K +22,430 +27%
PPA
41
Parametric Portfolio Associates
Washington
$3.07M -$29.2K -1,108 -1%
Barrow, Hanley, Mewhinney & Strauss
42
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.82M -$585K -22,187 -20%
CSS
43
Cubist Systematic Strategies
Connecticut
$2.75M +$2.04M +77,337 +804%
Victory Capital Management
44
Victory Capital Management
Texas
$2.71M +$92.4K +3,504 +4%
JGC
45
J. Goldman & Co
New York
$2.63M +$2.19M +83,168 New
American Century Companies
46
American Century Companies
Missouri
$2.51M -$2.24M -84,952 -52%
3C
47
361 Capital
Colorado
$2.51M -$1.04M -39,312 -33%
ERSOT
48
Employees Retirement System of Texas
Texas
$2.45M +$223K +8,459 +12%
AllianceBernstein
49
AllianceBernstein
Tennessee
$2.37M -$57.2K -2,170 -3%
RA
50
Royce & Associates
New York
$2.36M -$1.71M -64,700 -46%
1
2
3 4 5

ZUMZ Hedge Fund Activity: Q3 2019 in Review

178 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2019, worth a combined $701M — up 25% from $560M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ZUMZ positions and 19 closed out — a net gain of 23 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $8.24M. The largest seller was Hood River Capital Management, cutting an estimated $12.6M.

  • 178 institutional investors held Zumiez (ZUMZ) as of Q3 2019, up from 156 in Q2 2019.
  • Funds reported $701M of Zumiez stock for Q3 2019, up 25% quarter-over-quarter.
  • 42 funds opened new Zumiez positions in Q3 2019 and 19 closed out, a net change of +23 holders.
  • The largest Zumiez buyer in Q3 2019 was Two Sigma Investments, an estimated $8.24M added.
  • The largest Zumiez seller in Q3 2019 was Hood River Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2019.