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Zumiez
ZUMZ

159 hedge funds and large institutions have $822M invested in Zumiez in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

48% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.27M

37% more capital invested

Capital invested by funds: $602M → $822M (+$220M)

12% more funds holding

Funds holding: 142 → 159 (+17)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
39
Reduced
58
Closed
16
Calls
$1.89M
Puts
$1.27M
Net Calls
+$617K
Net Calls Change
-$895K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.2M
2
GT
Glenmede Trust
Pennsylvania
+$13.9M
3
State Street
State Street
Massachusetts
+$7.06M
4
B
Baird
Wisconsin
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13M
2
Wells Fargo
Wells Fargo
California
-$11.2M
3
WRF
Waddell & Reed Financial
Kansas
-$7.66M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.62M +$715K +20,910 +99%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$1.59M +$1.41M +41,302 New
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.57M – – –
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$1.56M +$1.38M +40,377 New
SCM
55
Sterling Capital Management
North Carolina
$1.56M +$1.38M +40,276 New
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.48M +$5.61K +164 +0.4%
Renaissance Technologies
57
Renaissance Technologies
New York
$1.44M +$936K +27,400 +277%
CIP
58
Convergence Investment Partners
Florida
$1.41M +$177K +5,180 +17%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$1.34M – – –
MCM
60
Mazama Capital Management
Oregon
$1.33M +$132K +3,866 +13%
GC
61
Guggenheim Capital
Illinois
$1.33M +$1.18M +34,509 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.32M – – –
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$1.31M +$1.16M +33,925 New
Wellington Management Group
64
Wellington Management Group
Massachusetts
$1.3M +$842K +24,645 +274%
KCM
65
Kames Capital Management
United Kingdom
$1.26M – – –
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$1.26M – – –
GC
67
Globeflex Capital
California
$1.22M -$889 -26 -0.1%
RFC
68
Regions Financial Corp
Alabama
$1.2M +$1.06M +31,098 New
Wells Fargo
69
Wells Fargo
California
$1.18M -$11.2M -326,367 -91%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.02M +$17.1K +500 +2%
PPA
71
Parametric Portfolio Associates
Washington
$1.01M +$203K +5,944 +29%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$993K – – –
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$981K +$1.71K +50 +0.2%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$978K +$870K +25,463 New
NI
75
Numeric Investors
Massachusetts
$958K -$4.19M -122,700 -83%
1 2
3
4 5

ZUMZ Hedge Fund Activity: Q4 2014 in Review

159 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2014, worth a combined $822M — up 37% from $602M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 16 closed out — a net gain of 21 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Royce & Associates, cutting an estimated $13M.

  • 159 institutional investors held Zumiez (ZUMZ) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $822M of Zumiez stock for Q4 2014, up 37% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Zumiez buyer in Q4 2014 was Fidelity Investments, an estimated $27.2M added.
  • The largest Zumiez seller in Q4 2014 was Royce & Associates, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2014.