Zumiez
ZUMZ
171 hedge funds and large institutions have $750M invested in Zumiez in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 19 closing their positions.
1,448% more call options, than puts
Call options by funds: $11M | Put options by funds: $709K
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
31% more capital invested
Capital invested by funds: $573M → $750M (+$177M)
4% more funds holding
Funds holding: 165 → 171 (+6)
1.04% less ownership
Funds ownership: 80.86% → 79.82% (-1%)
27% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$11.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.63M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$6.44M |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.97M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.01M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$5.24M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$3.83M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.79M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.43M |
ZUMZ Hedge Fund Activity: Q4 2020 in Review
171 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2020, worth a combined $750M — up 31% from $573M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ZUMZ positions and 19 closed out — a net gain of 6 holders — while 49 added to existing stakes and 67 trimmed.
The largest buyer was Intrinsic Edge Capital Management, adding an estimated $11.5M. The largest seller was JP Morgan Chase, cutting an estimated $8.01M.
- 171 institutional investors held Zumiez (ZUMZ) as of Q4 2020, up from 165 in Q3 2020.
- Funds reported $750M of Zumiez stock for Q4 2020, up 31% quarter-over-quarter.
- 25 funds opened new Zumiez positions in Q4 2020 and 19 closed out, a net change of +6 holders.
- The largest Zumiez buyer in Q4 2020 was Intrinsic Edge Capital Management, an estimated $11.5M added.
- The largest Zumiez seller in Q4 2020 was JP Morgan Chase, an estimated $8.01M sold.
Based on aggregated 13F filings for Q4 2020.