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Zumiez
ZUMZ

185 hedge funds and large institutions have $724M invested in Zumiez in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

4% more funds holding

Funds holding: 178 → 185 (+7)

3% more capital invested

Capital invested by funds: $701M → $724M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.73% less ownership

Funds ownership: 85.94% → 81.21% (-4.7%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

31% less call options, than puts

Call options by funds: $976K | Put options by funds: $1.41M

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
54
Reduced
66
Closed
24
Calls
$976K
Puts
$1.41M
Net Calls
-$437K
Net Calls Change
+$6.23M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.14M
3
Prudential Financial
Prudential Financial
New Jersey
+$5.44M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$4.73M
5
Goldman Sachs
Goldman Sachs
New York
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
-$10.4M
2
Two Sigma Investments
Two Sigma Investments
New York
-$9.91M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.76M
4
OAM
Oxford Asset Management
United Kingdom
-$6.63M
5
MCM
Matarin Capital Management
New York
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$6.04M +$1.81M +57,085 +48%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.93M -$157K -4,954 -3%
BCM
28
Bridgeway Capital Management
Texas
$5.88M – – –
Invesco
29
Invesco
Georgia
$5.8M -$1.7M -53,731 -24%
AAMU
30
AEGON Asset Management (UK)
United Kingdom
$5.54M -$765K -24,194 -13%
Ameriprise
31
Ameriprise
Minnesota
$5.16M +$521K +16,475 +12%
Squarepoint
32
Squarepoint
New York
$5.11M +$173K +5,483 +4%
FA
33
Friess Associates
Delaware
$4.93M +$326K +10,305 +8%
Morgan Stanley
34
Morgan Stanley
New York
$4.89M -$4.62M -146,113 -51%
Renaissance Technologies
35
Renaissance Technologies
New York
$4.01M +$2.54M +80,300 +224%
Citadel Advisors
36
Citadel Advisors
Florida
$3.88M -$6.76M -213,835 -66%
Barclays
37
Barclays
United Kingdom
$3.84M +$118K +3,731 +3%
MSL
38
Mackay Shields LLC
New York
$3.63M +$2.45M +77,400 +278%
PPA
39
Parametric Portfolio Associates
Washington
$3.34M -$8.92K -282 -0.3%
Victory Capital Management
40
Victory Capital Management
Texas
$3.25M +$279K +8,826 +10%
Allianz Asset Management
41
Allianz Asset Management
Germany
$3.22M -$2.19M -69,397 -43%
WG
42
Winton Group
United Kingdom
$3.08M +$2.82M +89,060 New
PAM
43
Panagora Asset Management
Massachusetts
$2.79M +$418K +13,232 +20%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.59M +$4.74K +150 +0.2%
LCM
45
Lakewood Capital Management
New York
$2.59M +$2.37M +74,900 New
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$2.45M +$2.24M +70,977 New
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$2.38M +$597K +18,868 +38%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.36M +$115K +3,640 +6%
OAM
49
Oxford Asset Management
United Kingdom
$2.26M -$6.63M -209,614 -76%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.1M +$1.48M +46,701 +333%
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ZUMZ Hedge Fund Activity: Q4 2019 in Review

185 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2019, worth a combined $724M — up 3.2% from $701M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 24 closed out — a net gain of 13 holders — while 54 added to existing stakes and 66 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $9.4M. The largest seller was Maverick Capital, cutting an estimated $10.4M.

  • 185 institutional investors held Zumiez (ZUMZ) as of Q4 2019, up from 178 in Q3 2019.
  • Funds reported $724M of Zumiez stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2019 and 24 closed out, a net change of +13 holders.
  • The largest Zumiez buyer in Q4 2019 was Arrowstreet Capital, an estimated $9.4M added.
  • The largest Zumiez seller in Q4 2019 was Maverick Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.