We are live on ! Find out more
ZUMZ icon

Zumiez
ZUMZ

121 hedge funds and large institutions have $273M invested in Zumiez in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $2.07M

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $248M → $273M (+$25.5M)

2.36% more ownership

Funds ownership: 75.19% → 77.55% (+2.4%)

9% less funds holding

Funds holding: 133 → 121 (-12)

44% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 25

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
46
Reduced
40
Closed
25
Calls
$2.45M
Puts
$2.07M
Net Calls
+$376K
Net Calls Change
-$609K

Top Buyers

Rank Fund Capital Flow
1
TC
Towle & Co
Colorado
+$11.8M
2
BlackRock
BlackRock
New York
+$10.2M
3
F1I
Fund 1 Investments
Puerto Rico
+$6.62M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$4.33M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
FWIA
Fort Washington Investment Advisors
Ohio
-$8.98M
2
ICM
Invenomic Capital Management
Massachusetts
-$3.02M
3
WP
Woodline Partners
California
-$2.9M
4
E
Ergoteles
New York
-$2.81M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$2.65M -$2.23M -123,561 -45%
Morgan Stanley
27
Morgan Stanley
New York
$2.65M +$564K +31,280 +27%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.43M +$1.65M +91,786 +206%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$2.39M +$696K +38,630 +40%
Goldman Sachs
30
Goldman Sachs
New York
$2.26M +$557K +30,905 +32%
RHJA
31
Rice Hall James & Associates
California
$2.03M -$13.2K -731 -0.6%
LS
32
Livforsakringsbolaget Skandia
Sweden
$1.87M +$957K +53,100 +96%
American Century Companies
33
American Century Companies
Missouri
$1.74M -$249K -13,808 -12%
Bank of America
34
Bank of America
North Carolina
$1.72M +$337K +18,712 +24%
N
35
Nuveen
North Carolina
$1.71M -$9.64K -535 -0.6%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.52M +$180K +9,978 +13%
AG
37
Algert Global
California
$1.36M +$1.04M +57,990 +310%
Invesco
38
Invesco
Georgia
$1.28M +$82.1K +4,558 +7%
DFCM
39
Dark Forest Capital Management
Puerto Rico
$1.11M +$935K +51,891 +487%
EF
40
Empowered Funds
Pennsylvania
$1.1M +$91.1K +5,056 +9%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.04M -$247K -13,683 -19%
HSA
42
Hussman Strategic Advisors
Maryland
$926K – – –
WP
43
Woodline Partners
California
$891K -$2.9M -160,800 -76%
AQR Capital Management
44
AQR Capital Management
Connecticut
$747K +$103K +5,693 +16%
GCP
45
GSA Capital Partners
United Kingdom
$733K -$1.91M -105,997 -72%
SIM
46
SummerHaven Investment Management
Connecticut
$716K +$285K +15,834 +65%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$706K +$5.26K +292 +0.7%
MA
48
Mutual Advisors
Nebraska
$663K +$671K +37,260 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$659K +$23.4K +1,300 +4%
PRCP
50
Pacific Ridge Capital Partners
Oregon
$642K -$2.7K -150 -0.4%
1
2
3 4 5

ZUMZ Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2023, worth a combined $273M — up 10% from $248M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ZUMZ and 14 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 46 added.

The largest buyer was Towle & Co, opening a new position worth an estimated $11.8M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $8.98M sold.

  • 121 institutional investors held Zumiez (ZUMZ) as of Q3 2023, down from 133 in Q2 2023.
  • Funds reported $273M of Zumiez stock for Q3 2023, up 10% quarter-over-quarter.
  • 14 funds opened new Zumiez positions in Q3 2023 and 25 closed out, a net change of -11 holders.
  • The largest Zumiez buyer in Q3 2023 was Towle & Co, an estimated $11.8M added.
  • The largest Zumiez seller in Q3 2023 was Fort Washington Investment Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2023.