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Zumiez

177 hedge funds and large institutions have $815M invested in Zumiez in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $2.93M

0.42% more ownership

Funds ownership: 80.92%81.34% (+0.42%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 181177 (-4)

20% less capital invested

Capital invested by funds: $1.02B → $815M (-$204M)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
57
Reduced
62
Closed
26
Calls
$5.74M
Puts
$2.93M
Net Calls
+$2.82M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Portolan Capital Management
Massachusetts
$6.12M +$299K +7,018 +5%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.95M +$140K +3,273 +2%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$5.43M +$1.63M +38,089 +39%
Invesco
29
Invesco
Georgia
$5.38M -$1.86M -43,583 -24%
Ameriprise
30
Ameriprise
Minnesota
$5.14M -$283K -6,642 -5%
RA
31
Royce & Associates
New York
$5.13M +$134K +3,132 +2%
BCM
32
Bridgeway Capital Management
Texas
$4.68M
Morgan Stanley
33
Morgan Stanley
New York
$4.48M -$872K -20,435 -15%
AllianceBernstein
34
AllianceBernstein
Tennessee
$4.41M -$86.5K -2,028 -2%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$4.24M +$18.8K +440 +0.4%
PAM
36
Panagora Asset Management
Massachusetts
$3.98M -$528K -12,384 -11%
Bank of America
37
Bank of America
North Carolina
$3.77M +$1.42M +33,297 +54%
LSV Asset Management
38
LSV Asset Management
Illinois
$3.49M
American Century Companies
39
American Century Companies
Missouri
$3.43M +$997K +23,376 +37%
PI
40
Putnam Investments
Massachusetts
$3.43M +$336K +7,880 +10%
Deutsche Bank
41
Deutsche Bank
Germany
$3.19M +$427 +10 +0%
GPCM
42
Granite Point Capital Management
Massachusetts
$3.18M
RHJA
43
Rice Hall James & Associates
California
$3.08M +$1.02M +23,946 +45%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$2.9M -$187K -4,381 -6%
GC
45
Guggenheim Capital
Illinois
$2.68M -$933K -21,870 -24%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$2.51M +$831K +19,468 +45%
HSA
47
Hussman Strategic Advisors
Maryland
$2.46M +$1.42M +33,200 +115%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.41M -$283K -6,631 -10%
WG
49
Winton Group
United Kingdom
$2.34M +$899K +21,060 +56%
ETM
50
Euclidean Technologies Management
Washington
$2.27M +$2.43M +57,040 New

ZUMZ Hedge Fund Activity: Q3 2021 in Review

177 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2021, worth a combined $815M — down 20% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ZUMZ and 24 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $21.3M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 177 institutional investors held Zumiez (ZUMZ) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $815M of Zumiez stock for Q3 2021, down 20% quarter-over-quarter.
  • 24 funds opened new Zumiez positions in Q3 2021 and 26 closed out, a net change of -2 holders.
  • The largest Zumiez buyer in Q3 2021 was Massachusetts Financial Services, an estimated $21.3M added.
  • The largest Zumiez seller in Q3 2021 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2021.