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Zumiez
ZUMZ

142 hedge funds and large institutions have $602M invested in Zumiez in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $918K

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 139 → 142 (+3)

1% more capital invested

Capital invested by funds: $595M → $602M (+$6.6M)

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
57
Reduced
44
Closed
19
Calls
$2.43M
Puts
$918K
Net Calls
+$1.51M
Net Calls Change
+$1.91M

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$6.61M
2
ACMM
Arbor Capital Management (Minnesota)
Minnesota
+$6.26M
3
WRF
Waddell & Reed Financial
Kansas
+$5.61M
4
N
Nuveen
North Carolina
+$5.33M
5
SGAM
Smith Group Asset Management
Texas
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$12.2M
2
MRM
Michael R. Murphy
-$11.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.7M
4
Wells Fargo
Wells Fargo
California
-$3.17M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
Capstone Asset Management
Texas
$307K -$2.94K -100 -0.9%
GT
102
Glenmede Trust
Pennsylvania
$302K +$316K +10,758 New
Federated Hermes
103
Federated Hermes
Pennsylvania
$282K – – –
MCM
104
Manchester Capital Management
Vermont
$282K +$54.5K +1,855 +23%
Renaissance Technologies
105
Renaissance Technologies
New York
$278K -$3.06M -104,200 -91%
UBS AM
106
UBS AM
Illinois
$278K – – –
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$278K +$2.94K +100 +1%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$253K +$264K +9,000 New
ZIM
109
Zacks Investment Management
Illinois
$248K +$259K +8,829 New
ProShare Advisors
110
ProShare Advisors
Maryland
$247K -$63.1K -2,149 -20%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$247K – – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$213K +$63.4K +2,158 +40%
US Bancorp
113
US Bancorp
Minnesota
$204K +$193K +6,579 +951%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$201K – – –
CMBA
115
C.M. Bidwell & Associates
Hawaii
$169K +$177K +6,030 New
KBC Group
116
KBC Group
Belgium
$166K +$140K +4,755 +408%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$152K +$2.94K +100 +2%
Barclays
118
Barclays
United Kingdom
$140K +$49.3K +1,680 +50%
PI
119
PineBridge Investments
New York
$132K +$43K +1,466 +46%
OAM
120
Orinda Asset Management
California
$111K +$116K +3,953 New
PAM
121
Paradigm Asset Management
New York
$98.3K -$14.7K -500 -13%
Legal & General Group
122
Legal & General Group
United Kingdom
$89K +$91.6K +3,119 New
MSA
123
Mason Street Advisors
Wisconsin
$76K +$940 +32 +1%
RBA
124
Richard Bernstein Advisors
New York
$56K +$58.8K +2,002 New
AP
125
Advisors Preferred
Maryland
$48.1K +$6.34K +216 +14%
3 4
5
6 7

ZUMZ Hedge Fund Activity: Q3 2014 in Review

142 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2014, worth a combined $602M — up 1.1% from $595M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ZUMZ positions and 19 closed out — a net gain of 3 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $6.61M. The largest seller was Norges Bank, cutting an estimated $12.2M.

  • 142 institutional investors held Zumiez (ZUMZ) as of Q3 2014, up from 139 in Q2 2014.
  • Funds reported $602M of Zumiez stock for Q3 2014, up 1.1% quarter-over-quarter.
  • 22 funds opened new Zumiez positions in Q3 2014 and 19 closed out, a net change of +3 holders.
  • The largest Zumiez buyer in Q3 2014 was J. Goldman & Co, an estimated $6.61M added.
  • The largest Zumiez seller in Q3 2014 was Norges Bank, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2014.