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Zumiez

162 hedge funds and large institutions have $353M invested in Zumiez in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

2.25% less ownership

Funds ownership: 81.21%78.96% (-2.2%)

12% less funds holding

Funds holding: 185162 (-23)

32% less call options, than puts

Call options by funds: $809K | Put options by funds: $1.2M

48% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 44

51% less capital invested

Capital invested by funds: $724M → $353M (-$371M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
162
Holders Change
-23
Holders Change %
-12.43%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
55
Reduced
57
Closed
44
Calls
$809K
Puts
$1.2M
Net Calls
-$388K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$2.73M +$4.35M +154,418 New
Ameriprise
27
Ameriprise
Minnesota
$2.69M +$167K +5,920 +4%
Prudential Financial
28
Prudential Financial
New Jersey
$2.63M -$1.92M -68,214 -31%
BCM
29
Bridgeway Capital Management
Texas
$2.3M -$1.05M -37,400 -22%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.96M -$1.79M -63,618 -36%
Invesco
31
Invesco
Georgia
$1.84M -$1.75M -61,915 -37%
Allianz Asset Management
32
Allianz Asset Management
Germany
$1.79M +$283K +10,026 +11%
Morgan Stanley
33
Morgan Stanley
New York
$1.75M -$1.14M -40,416 -29%
MSL
34
Mackay Shields LLC
New York
$1.67M -$248K -8,800 -8%
Deutsche Bank
35
Deutsche Bank
Germany
$1.64M +$1.63M +57,773 +155%
HAI
36
Hennessy Advisors Inc
California
$1.48M +$2.4M +85,200 New
PAM
37
Panagora Asset Management
Massachusetts
$1.46M +$90.2K +3,200 +4%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$1.38M -$3.51M -124,629 -61%
PPA
39
Parametric Portfolio Associates
Washington
$1.34M -$535K -18,963 -20%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.28M -$32.4K -1,148 -2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.24M +$96.2K +3,414 +5%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$1.23M
VCM
43
Venator Capital Management
Ontario, Canada
$1.21M +$1.97M +69,800 New
LCM
44
Lakewood Capital Management
New York
$1.18M -$194K -6,889 -9%
WG
45
Winton Group
United Kingdom
$1.16M -$620K -22,008 -25%
Citadel Advisors
46
Citadel Advisors
Florida
$1.13M -$1.32M -46,898 -42%
GAM
47
Gotham Asset Management
New York
$1.1M +$412K +14,612 +30%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.1M -$144K -5,100 -7%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$1.1M +$1.04M +36,723 +138%
Hotchkis & Wiley Capital Management
50
Hotchkis & Wiley Capital Management
California
$1.09M +$287K +10,170 +19%

ZUMZ Hedge Fund Activity: Q1 2020 in Review

162 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2020, worth a combined $353M — down 51% from $724M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ZUMZ and 23 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 55 added.

The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Arrowstreet Capital, cutting an estimated $7.87M.

  • 162 institutional investors held Zumiez (ZUMZ) as of Q1 2020, down from 185 in Q4 2019.
  • Funds reported $353M of Zumiez stock for Q1 2020, down 51% quarter-over-quarter.
  • 23 funds opened new Zumiez positions in Q1 2020 and 44 closed out, a net change of -21 holders.
  • The largest Zumiez buyer in Q1 2020 was Goldman Sachs, an estimated $15.1M added.
  • The largest Zumiez seller in Q1 2020 was Arrowstreet Capital, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2020.