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Zumiez
ZUMZ

159 hedge funds and large institutions have $822M invested in Zumiez in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

48% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.27M

37% more capital invested

Capital invested by funds: $602M → $822M (+$220M)

12% more funds holding

Funds holding: 142 → 159 (+17)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
39
Reduced
58
Closed
16
Calls
$1.89M
Puts
$1.27M
Net Calls
+$617K
Net Calls Change
-$895K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.2M
2
GT
Glenmede Trust
Pennsylvania
+$13.9M
3
State Street
State Street
Massachusetts
+$7.06M
4
B
Baird
Wisconsin
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13M
2
Wells Fargo
Wells Fargo
California
-$11.2M
3
WRF
Waddell & Reed Financial
Kansas
-$7.66M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$506K +$448K +13,110 New
UOC
102
UBS O'Connor
Illinois
$497K +$440K +12,864 New
UFF
103
USA Financial Formulas
Michigan
$477K +$422K +12,340 New
PGCM
104
Prescott Group Capital Management
Oklahoma
$464K +$410K +12,000 New
CCMG
105
Clark Capital Management Group
Pennsylvania
$463K -$4.07K -119 -1%
Bank of America
106
Bank of America
North Carolina
$450K -$1.94M -56,767 -83%
SIM
107
Spark Investment Management
New York
$443K +$393K +11,500 New
BA
108
BlackRock Advisors
Delaware
$441K -$18.4K -539 -5%
Citigroup
109
Citigroup
New York
$423K +$350K +10,246 +1,419%
PAM
110
Princeton Alpha Management
New Jersey
$410K +$363K +10,618 New
LA
111
Lucus Advisors
New York
$406K +$359K +10,517 New
Federated Hermes
112
Federated Hermes
Pennsylvania
$388K – – –
MCM
113
Manchester Capital Management
Vermont
$387K – – –
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$386K +$3.42K +100 +1%
UBS AM
115
UBS AM
Illinois
$382K – – –
CSS
116
Cubist Systematic Strategies
Connecticut
$376K +$333K +9,734 New
Millennium Management
117
Millennium Management
New York
$362K -$134K -3,931 -30%
Nomura Holdings
118
Nomura Holdings
Japan
$360K -$183K -5,343 -36%
OA
119
OFI Advisors
Pennsylvania
$356K -$60K -1,757 -16%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$340K – – –
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$301K -$2.55M -74,700 -91%
PA
122
Profund Advisors
Maryland
$298K +$264K +7,716 New
SG Americas Securities
123
SG Americas Securities
New York
$291K +$257K +7,532 New
CAM
124
ClariVest Asset Management
California
$290K -$170K -4,978 -40%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$276K – – –
3 4
5
6 7

ZUMZ Hedge Fund Activity: Q4 2014 in Review

159 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2014, worth a combined $822M — up 37% from $602M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 16 closed out — a net gain of 21 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Royce & Associates, cutting an estimated $13M.

  • 159 institutional investors held Zumiez (ZUMZ) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $822M of Zumiez stock for Q4 2014, up 37% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Zumiez buyer in Q4 2014 was Fidelity Investments, an estimated $27.2M added.
  • The largest Zumiez seller in Q4 2014 was Royce & Associates, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2014.