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Zumiez
ZUMZ

142 hedge funds and large institutions have $602M invested in Zumiez in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $918K

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 139 → 142 (+3)

1% more capital invested

Capital invested by funds: $595M → $602M (+$6.6M)

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
57
Reduced
44
Closed
19
Calls
$2.43M
Puts
$918K
Net Calls
+$1.51M
Net Calls Change
+$1.91M

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$6.61M
2
ACMM
Arbor Capital Management (Minnesota)
Minnesota
+$6.26M
3
WRF
Waddell & Reed Financial
Kansas
+$5.61M
4
N
Nuveen
North Carolina
+$5.33M
5
SGAM
Smith Group Asset Management
Texas
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$12.2M
2
MRM
Michael R. Murphy
-$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.7M
4
Wells Fargo
Wells Fargo
California
-$3.17M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$1.25M – – –
TC
52
TFS Capital
Pennsylvania
$1.2M -$2.9M -98,587 -70%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.14M -$176K -6,000 -13%
HHC
54
Hutchin Hill Capital
New York
$1.13M +$244K +8,300 +26%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$12.2K +417 +1%
ERSOT
56
Employees Retirement System of Texas
Texas
$1.04M +$176K +6,000 +19%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$1.03M -$346K -11,779 -24%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$978K – – –
AllianceBernstein
59
AllianceBernstein
Tennessee
$961K – – –
Citadel Advisors
60
Citadel Advisors
Florida
$950K -$926K -31,538 -48%
KCM
61
Kames Capital Management
United Kingdom
$919K +$960K +32,696 New
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$916K -$20.6K -700 -2%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$915K -$761K -25,900 -44%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$902K +$17.6K +600 +2%
GC
65
Globeflex Capital
California
$889K +$207K +7,039 +29%
CIP
66
Convergence Investment Partners
Florida
$876K +$166K +5,662 +22%
MCM
67
Mazama Capital Management
Oregon
$861K +$854K +29,081 +1,858%
BG
68
BlackRock Group
United Kingdom
$771K -$23.3K -794 -3%
Swiss National Bank
69
Swiss National Bank
Switzerland
$728K -$38.2K -1,300 -5%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$722K – – –
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$712K -$2.35K -80 -0.3%
CS
72
Credit Suisse
Switzerland
$669K -$1.98M -67,263 -74%
CAM
73
Cortina Asset Management
Wisconsin
$621K +$392K +13,353 +153%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$593K -$10.7K -365 -2%
Comerica Bank
75
Comerica Bank
Texas
$591K +$3.52K +120 +0.6%
1 2
3
4 5

ZUMZ Hedge Fund Activity: Q3 2014 in Review

142 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2014, worth a combined $602M — up 1.1% from $595M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ZUMZ positions and 19 closed out — a net gain of 3 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $6.61M. The largest seller was Norges Bank, cutting an estimated $12.2M.

  • 142 institutional investors held Zumiez (ZUMZ) as of Q3 2014, up from 139 in Q2 2014.
  • Funds reported $602M of Zumiez stock for Q3 2014, up 1.1% quarter-over-quarter.
  • 22 funds opened new Zumiez positions in Q3 2014 and 19 closed out, a net change of +3 holders.
  • The largest Zumiez buyer in Q3 2014 was J. Goldman & Co, an estimated $6.61M added.
  • The largest Zumiez seller in Q3 2014 was Norges Bank, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2014.