Zumiez
ZUMZ
148 hedge funds and large institutions have $391M invested in Zumiez in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 37 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
2.93% less ownership
Funds ownership: 82.81% → 79.87% (-2.9%)
9% less funds holding
Funds holding: 162 → 148 (-14)
30% less capital invested
Capital invested by funds: $557M → $391M (-$166M)
38% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 37
63% less call options, than puts
Call options by funds: $603K | Put options by funds: $1.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.51M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.24M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.21M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$4.81M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$13.9M |
| 2 |
Man Group
London,
United Kingdom
|
-$10.2M |
| 3 |
Goldman Sachs
New York
|
-$5.2M |
| 4 |
Two Sigma Investments
New York
|
-$4.41M |
| 5 |
Morgan Stanley
New York
|
-$3.25M |
ZUMZ Hedge Fund Activity: Q4 2018 in Review
148 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2018, worth a combined $391M — down 30% from $557M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ZUMZ and 23 opened new positions — a net loss of 14 holders — while 52 trimmed existing stakes and 48 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $7.51M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $13.9M sold.
- 148 institutional investors held Zumiez (ZUMZ) as of Q4 2018, down from 162 in Q3 2018.
- Funds reported $391M of Zumiez stock for Q4 2018, down 30% quarter-over-quarter.
- 23 funds opened new Zumiez positions in Q4 2018 and 37 closed out, a net change of -14 holders.
- The largest Zumiez buyer in Q4 2018 was Wellington Management Group, an estimated $7.51M added.
- The largest Zumiez seller in Q4 2018 was Hood River Capital Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2018.