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Zumiez

165 hedge funds and large institutions have $573M invested in Zumiez in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

2% more funds holding

Funds holding: 162165 (+3)

1% more capital invested

Capital invested by funds: $564M → $573M (+$8.39M)

0.22% less ownership

Funds ownership: 81.08%80.86% (-0.22%)

62% less call options, than puts

Call options by funds: $3.36M | Put options by funds: $8.86M

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
50
Closed
20
Calls
$3.36M
Puts
$8.86M
Net Calls
-$5.5M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$1.68M +$52.2K +1,998 +3%
LS
52
Livforsakringsbolaget Skandia
Sweden
$1.63M +$75.8K +2,900 +5%
MC
53
Maverick Capital
Texas
$1.62M -$987K -37,734 -39%
Jennison Associates
54
Jennison Associates
New York
$1.62M +$1.33M +50,694 +684%
RHJA
55
Rice Hall James & Associates
California
$1.6M +$121K +4,625 +9%
MWNA
56
Marshall Wace North America
New York
$1.6M +$614K +23,487 +69%
GLA
57
Great Lakes Advisors
Illinois
$1.58M +$1.48M +56,730 New
Legal & General Group
58
Legal & General Group
United Kingdom
$1.57M +$51.4K +1,965 +4%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.53M +$260K +9,954 +22%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$1.5M -$5.1K -195 -0.4%
Barclays
61
Barclays
United Kingdom
$1.49M +$652K +24,943 +88%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.38M +$54.5K +2,085 +4%
Prudential Financial
63
Prudential Financial
New Jersey
$1.34M -$4.91M -187,843 -80%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$1.32M
KOCAA
65
Knights of Columbus Asset Advisors
Connecticut
$1.28M +$1.21M +46,130 New
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.28M
Bank of America
67
Bank of America
North Carolina
$1.26M +$698K +26,706 +143%
LCM
68
Landscape Capital Management
New Jersey
$1.25M -$77.5K -2,964 -6%
WSL
69
Western Standard LLC
California
$1.23M +$1.16M +44,190 New
SCP
70
Seizert Capital Partners
Michigan
$1.22M +$684K +26,145 +148%
DTL
71
Dynamic Technology Lab
Singapore
$1.18M +$1.11M +42,465 New
OAM
72
Oberweis Asset Management
Illinois
$1.12M +$395K +15,100 +60%
GAM
73
Gotham Asset Management
New York
$966K +$174K +6,657 +24%
BFM
74
Boothbay Fund Management
New York
$960K +$902K +34,495 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$880K +$25.7K +982 +3%

ZUMZ Hedge Fund Activity: Q3 2020 in Review

165 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2020, worth a combined $573M — up 1.5% from $564M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ZUMZ positions and 20 closed out — a net gain of 3 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $6.15M. The largest seller was Vanguard Group, cutting an estimated $6.26M.

  • 165 institutional investors held Zumiez (ZUMZ) as of Q3 2020, up from 162 in Q2 2020.
  • Funds reported $573M of Zumiez stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 23 funds opened new Zumiez positions in Q3 2020 and 20 closed out, a net change of +3 holders.
  • The largest Zumiez buyer in Q3 2020 was BlackRock, an estimated $6.15M added.
  • The largest Zumiez seller in Q3 2020 was Vanguard Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2020.