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Zumiez
ZUMZ

162 hedge funds and large institutions have $564M invested in Zumiez in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more capital invested

Capital invested by funds: $353M → $564M (+$211M)

2.12% more ownership

Funds ownership: 78.96% → 81.08% (+2.1%)

0% more funds holding

Funds holding: 162 → 162 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

30% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 64

58% less call options, than puts

Call options by funds: $1.66M | Put options by funds: $3.91M

Holders
162
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
45
Reduced
64
Closed
27
Calls
$1.66M
Puts
$3.91M
Net Calls
-$2.25M
Net Calls Change
-$1.86M

Top Buyers

Rank Fund Capital Flow
1
FWIA
Fort Washington Investment Advisors
Ohio
+$7.77M
2
Goldman Sachs
Goldman Sachs
New York
+$5.58M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$5.57M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.07M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
-$6.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.15M
3
FA
Friess Associates
Delaware
-$3.05M
4
MCM
Matarin Capital Management
New York
-$3.03M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.55M +$20.2K +891 +0.5%
Ameriprise
27
Ameriprise
Minnesota
$3.94M -$254K -11,202 -7%
BCM
28
Bridgeway Capital Management
Texas
$3.9M +$220K +9,700 +7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.73M +$2.11M +93,098 +173%
Invesco
30
Invesco
Georgia
$3.41M +$418K +18,391 +17%
Millennium Management
31
Millennium Management
New York
$3.32M +$2.75M +121,184 New
Citadel Advisors
32
Citadel Advisors
Florida
$3.01M +$1.01M +44,522 +68%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.73M -$298K -13,114 -12%
MC
34
Maverick Capital
Texas
$2.63M -$6.3M -277,264 -74%
PI
35
Putnam Investments
Massachusetts
$2.49M +$2.06M +90,800 New
Wells Fargo
36
Wells Fargo
California
$2.44M +$677K +29,809 +50%
Morgan Stanley
37
Morgan Stanley
New York
$2.41M -$299K -13,169 -13%
WG
38
Winton Group
United Kingdom
$2.34M +$420K +18,507 +28%
HAI
39
Hennessy Advisors Inc
California
$2.24M -$74.9K -3,300 -4%
GPCM
40
Granite Point Capital Management
Massachusetts
$2.19M +$1.82M +80,000 New
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.18M +$127K +5,613 +8%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.94M -$3.15M -138,790 -66%
HSA
43
Hussman Strategic Advisors
Maryland
$1.82M +$1.51M +66,500 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.81M -$126K -5,568 -8%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.72M -$20.4K -900 -1%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$1.66M -$60.4K -2,658 -4%
PPA
47
Parametric Portfolio Associates
Washington
$1.6M -$437K -19,254 -25%
LS
48
Livforsakringsbolaget Skandia
Sweden
$1.52M – – –
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$1.51M -$174K -7,640 -12%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.49M +$82.6K +3,635 +7%
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ZUMZ Hedge Fund Activity: Q2 2020 in Review

162 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2020, worth a combined $564M — up 60% from $353M a quarter earlier.

Fund positioning in ZUMZ was balanced in Q2 2020: 27 funds opened new positions, 27 closed out, 45 added to existing stakes and 64 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $7.77M. The largest seller was Maverick Capital, cutting an estimated $6.3M.

  • 162 institutional investors held Zumiez (ZUMZ) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $564M of Zumiez stock for Q2 2020, up 60% quarter-over-quarter.
  • 27 funds opened new Zumiez positions in Q2 2020 and 27 closed out, a net change of 0 holders.
  • The largest Zumiez buyer in Q2 2020 was Fort Washington Investment Advisors, an estimated $7.77M added.
  • The largest Zumiez seller in Q2 2020 was Maverick Capital, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2020.