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Zumiez
ZUMZ

158 hedge funds and large institutions have $455M invested in Zumiez in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

20% more capital invested

Capital invested by funds: $378M → $455M (+$77M)

10% more funds holding

Funds holding: 144 → 158 (+14)

3.49% more ownership

Funds ownership: 71.83% → 75.32% (+3.5%)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

58% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $3.23M

Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
52
Reduced
48
Closed
17
Calls
$1.34M
Puts
$3.23M
Net Calls
-$1.88M
Net Calls Change
-$2.04M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$8.9M
2
Millennium Management
Millennium Management
New York
+$7.53M
3
BlackRock
BlackRock
New York
+$5.87M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.21M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.46M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.34M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.97M
4
DCM
Divisar Capital Management
California
-$2.41M
5
3C
361 Capital
Colorado
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
76
Arizona State Retirement System
Arizona
$687K -$38.5K -1,800 -6%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$671K -$28.9K -1,351 -5%
TI
78
Trexquant Investment
Connecticut
$665K +$594K +27,812 New
O
79
OppenheimerFunds
New York
$585K -$76.6K -3,584 -13%
GAM
80
Gotham Asset Management
New York
$543K +$485K +22,707 New
Canada Life
81
Canada Life
Manitoba, Canada
$526K – – –
SG Americas Securities
82
SG Americas Securities
New York
$516K +$66.4K +3,109 +17%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$512K +$458K +21,431 New
QIM
84
Quantitative Investment Management
Virginia
$504K +$451K +21,100 New
SAM
85
Shell Asset Management
Netherlands
$486K +$434K +20,340 New
PCMI
86
Paradigm Capital Management Inc
New York
$478K -$1.28M -60,000 -75%
MWNA
87
Marshall Wace North America
New York
$462K +$87.7K +4,106 +27%
CAM
88
ClariVest Asset Management
California
$449K +$23K +1,076 +6%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$447K -$226K -10,600 -36%
Comerica Bank
90
Comerica Bank
Texas
$447K +$7.18K +336 +2%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$446K – – –
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$437K – – –
AllianceBernstein
93
AllianceBernstein
Tennessee
$417K +$87.6K +4,100 +31%
PP
94
Paloma Partners
Connecticut
$400K +$118K +5,503 +49%
KBC Group
95
KBC Group
Belgium
$369K +$187K +8,755 +131%
CS
96
Credit Suisse
Switzerland
$365K +$53.1K +2,484 +19%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$343K -$6.64K -311 -2%
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$336K +$300K +14,050 New
Macquarie Group
99
Macquarie Group
Australia
$332K -$89.7K -4,200 -23%
AG
100
Aperio Group
California
$330K +$2.58K +121 +0.9%
2 3
4
5 6

ZUMZ Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2018, worth a combined $455M — up 20% from $378M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZUMZ positions and 17 closed out — a net gain of 15 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.1M.

  • 158 institutional investors held Zumiez (ZUMZ) as of Q1 2018, up from 144 in Q4 2017.
  • Funds reported $455M of Zumiez stock for Q1 2018, up 20% quarter-over-quarter.
  • 32 funds opened new Zumiez positions in Q1 2018 and 17 closed out, a net change of +15 holders.
  • The largest Zumiez buyer in Q1 2018 was Goldman Sachs, an estimated $8.9M added.
  • The largest Zumiez seller in Q1 2018 was T. Rowe Price Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2018.