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Zumiez
ZUMZ

137 hedge funds and large institutions have $341M invested in Zumiez in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $252M → $341M (+$89.1M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

8% more funds holding

Funds holding: 127 → 137 (+10)

8% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $4.16M

6.37% less ownership

Funds ownership: 81.07% → 74.7% (-6.4%)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
50
Reduced
40
Closed
19
Calls
$4.5M
Puts
$4.16M
Net Calls
+$335K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$9.78M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.01M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.4M
4
LCM
Landscape Capital Management
New Jersey
+$2.2M
5
BlackRock
BlackRock
New York
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$20.7M
2
JGC
J. Goldman & Co
New York
-$6.01M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.13M
5
TC
Tyvor Capital
Illinois
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$388K +$98K +7,202 +51%
CS
77
Credit Suisse
Switzerland
$379K +$122K +8,942 +74%
DTL
78
Dynamic Technology Lab
Singapore
$369K +$278K +20,410 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$338K – – –
Comerica Bank
80
Comerica Bank
Texas
$333K +$11.5K +847 +5%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$331K – – –
NIT
82
NumerixS Investment Technologies
British Columbia, Canada
$320K +$166K +12,200 +222%
BCM
83
Bayesian Capital Management
New York
$316K +$237K +17,448 New
KBC Group
84
KBC Group
Belgium
$302K -$841K -61,825 -79%
AllianceBernstein
85
AllianceBernstein
Tennessee
$297K -$78.9K -5,800 -26%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K -$11.1K -818 -5%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$280K -$13.3K -977 -6%
AG
88
Algert Global
California
$269K +$202K +14,880 New
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$267K +$201K +14,750 New
AIG
90
American International Group
New York
$264K +$11.7K +860 +6%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$261K – – –
AG
92
Aperio Group
California
$253K +$191K +14,005 New
VF
93
Virtu Financial
New York
$250K +$188K +13,828 New
TPSF
94
Texas Permanent School Fund
Texas
$240K +$4.99K +367 +3%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$223K +$167K +12,300 New
MDCM
96
Morgan Dempsey Capital Management
Wisconsin
$213K +$6.08K +447 +4%
CAM
97
ClariVest Asset Management
California
$212K +$160K +11,744 New
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$201K +$7.21K +530 +5%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$200K +$150K +11,039 New
Russell Investments Group
100
Russell Investments Group
United Kingdom
$199K +$150K +11,000 New
2 3
4
5 6

ZUMZ Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2017, worth a combined $341M — up 35% from $252M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZUMZ positions and 19 closed out — a net gain of 11 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Numeric Investors, adding an estimated $9.78M. The largest seller was Wasatch Advisors, cutting an estimated $20.7M.

  • 137 institutional investors held Zumiez (ZUMZ) as of Q3 2017, up from 127 in Q2 2017.
  • Funds reported $341M of Zumiez stock for Q3 2017, up 35% quarter-over-quarter.
  • 30 funds opened new Zumiez positions in Q3 2017 and 19 closed out, a net change of +11 holders.
  • The largest Zumiez buyer in Q3 2017 was Numeric Investors, an estimated $9.78M added.
  • The largest Zumiez seller in Q3 2017 was Wasatch Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2017.