Zumiez
ZUMZ
122 hedge funds and large institutions have $589M invested in Zumiez in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
23% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 39
3% more funds holding
Funds holding: 119 → 122 (+3)
11% less capital invested
Capital invested by funds: $664M → $589M (-$74.8M)
73% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $3.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.2M |
| 2 |
MRM
Michael R. Murphy
|
+$10.1M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.15M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$4.7M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$35.2M |
| 2 |
TCM
Tiger Consumer Management
New York
|
-$12.9M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$10.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.59M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
126
Russell Frank Company
Seattle,
Washington
| – | -$2.96M | -107,456 | Closed |
|
|
OAM
127
Oxford Asset Management
Oxford,
United Kingdom
| – | -$1.31M | -47,490 | Closed |
|
128
ProShare Advisors
Bethesda,
Maryland
| – | -$380K | -13,812 | Closed |
|
|
ST
129
Spot Trading
Chicago,
Illinois
| – | -$344K | -12,504 | Closed |
|
|
SCA
130
SAC Capital Advisors
Stamford,
Connecticut
| – | -$309K | -11,228 | Closed |
|
131
US Bancorp
Minneapolis,
Minnesota
| – | -$198K | -7,173 | Closed |
|
132
SG Americas Securities
New York
| – | -$143K | -5,207 | Closed |
|
|
GPGA
133
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| – | -$22K | -800 | Closed |
|
|
CCM
134
Credo Capital Management
Baltimore,
Maryland
| – | -$19K | -696 | Closed |
|
ZUMZ Hedge Fund Activity: Q4 2013 in Review
122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2013, worth a combined $589M — down 11% from $664M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ZUMZ positions and 12 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $12.2M. The largest seller was Citadel Advisors, cutting an estimated $35.2M.
- 122 institutional investors held Zumiez (ZUMZ) as of Q4 2013, up from 119 in Q3 2013.
- Funds reported $589M of Zumiez stock for Q4 2013, down 11% quarter-over-quarter.
- 16 funds opened new Zumiez positions in Q4 2013 and 12 closed out, a net change of +4 holders.
- The largest Zumiez buyer in Q4 2013 was Fidelity Investments, an estimated $12.2M added.
- The largest Zumiez seller in Q4 2013 was Citadel Advisors, an estimated $35.2M sold.
Based on aggregated 13F filings for Q4 2013.