Zumiez
ZUMZ
162 hedge funds and large institutions have $564M invested in Zumiez in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 27 closing their positions.
60% more capital invested
Capital invested by funds: $353M → $564M (+$211M)
2.12% more ownership
Funds ownership: 78.96% → 81.08% (+2.1%)
0% more funds holding
Funds holding: 162 → 162 (0)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
30% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 64
58% less call options, than puts
Call options by funds: $1.66M | Put options by funds: $3.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$7.77M |
| 2 |
Goldman Sachs
New York
|
+$5.58M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$5.57M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$4.07M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
-$6.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.15M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
-$3.05M |
| 4 |
MCM
Matarin Capital Management
New York
|
-$3.03M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$2.93M |
ZUMZ Hedge Fund Activity: Q2 2020 in Review
162 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2020, worth a combined $564M — up 60% from $353M a quarter earlier.
Fund positioning in ZUMZ was balanced in Q2 2020: 27 funds opened new positions, 27 closed out, 45 added to existing stakes and 64 trimmed.
The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $7.77M. The largest seller was Maverick Capital, cutting an estimated $6.3M.
- 162 institutional investors held Zumiez (ZUMZ) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $564M of Zumiez stock for Q2 2020, up 60% quarter-over-quarter.
- 27 funds opened new Zumiez positions in Q2 2020 and 27 closed out, a net change of 0 holders.
- The largest Zumiez buyer in Q2 2020 was Fort Washington Investment Advisors, an estimated $7.77M added.
- The largest Zumiez seller in Q2 2020 was Maverick Capital, an estimated $6.3M sold.
Based on aggregated 13F filings for Q2 2020.