Zumiez
ZUMZ
119 hedge funds and large institutions have $367M invested in Zumiez in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 20 closing their positions.
136% more call options, than puts
Call options by funds: $1.16M | Put options by funds: $492K
19% more capital invested
Capital invested by funds: $307M → $367M (+$59.6M)
5% less funds holding
Funds holding: 125 → 119 (-6)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
27% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$13M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.38M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$5M |
| 4 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$1.84M |
| 5 |
TC
Tyvor Capital
Oak Brook,
Illinois
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$6.18M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$5.38M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.37M |
| 5 |
Bank of New York Mellon
New York
|
-$3.33M |
ZUMZ Hedge Fund Activity: Q3 2016 in Review
119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2016, worth a combined $367M — up 19% from $307M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ZUMZ and 15 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 32 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $13M. The largest seller was Fidelity Investments, cutting an estimated $17.9M.
- 119 institutional investors held Zumiez (ZUMZ) as of Q3 2016, down from 125 in Q2 2016.
- Funds reported $367M of Zumiez stock for Q3 2016, up 19% quarter-over-quarter.
- 15 funds opened new Zumiez positions in Q3 2016 and 20 closed out, a net change of -5 holders.
- The largest Zumiez buyer in Q3 2016 was T. Rowe Price Associates, an estimated $13M added.
- The largest Zumiez seller in Q3 2016 was Fidelity Investments, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2016.