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Zumiez

141 hedge funds and large institutions have $353M invested in Zumiez in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

30% more call options, than puts

Call options by funds: $809K | Put options by funds: $622K

5.58% more ownership

Funds ownership: 86.07%91.65% (+5.6%)

2% less capital invested

Capital invested by funds: $361M → $353M (-$8.56M)

7% less funds holding

Funds holding: 151141 (-10)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
41
Closed
23
Calls
$809K
Puts
$622K
Net Calls
+$187K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$6K
CG
127
Cutler Group
California
$5K -$38.7K -1,746 -87%
AssetMark Inc
128
AssetMark Inc
California
$4.85K +$22 +1 +0.5%
US Bancorp
129
US Bancorp
Minnesota
$4.2K +$975 +44 +30%
EWA
130
EverSource Wealth Advisors
Alabama
$3.28K +$1.95K +88 +140%
EI
131
Ellevest Inc
New York
$2.33K +$266 +12 +13%
C
132
Covestor
United Kingdom
$2K +$621 +28 +36%
PA
133
Parallel Advisors
California
$1.46K
VCM
134
Versant Capital Management
Arizona
$1.3K +$1.33K +60 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K -$200 -9 -19%
TFGT
136
TS Financial Group (TSFG)
Illinois
$1K
Simplex Trading
137
Simplex Trading
Illinois
$1K +$1.51K +68 New
TWA
138
TCI Wealth Advisors
Arizona
$783
Federated Hermes
139
Federated Hermes
Pennsylvania
$413 +$22 +1 +6%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$239
Swedbank
141
Swedbank
Sweden
-$5.38M -250,000 Closed
ETM
142
Euclidean Technologies Management
Washington
-$1.52M -70,440 Closed
GCP
143
GSA Capital Partners
United Kingdom
-$1.01M -46,822 Closed
PCMI
144
Paradigm Capital Management Inc
New York
-$844K -39,200 Closed
AIC
145
Aurora Investment Counsel
Georgia
-$774K -35,945 Closed
CCM
146
Chimera Capital Management
New York
-$698K -32,431 Closed
Renaissance Technologies
147
Renaissance Technologies
New York
-$590K -27,400 Closed
Two Sigma Advisers
148
Two Sigma Advisers
New York
-$478K -22,200 Closed
SGI
149
Summit Global Investments
Utah
-$411K -19,100 Closed
CANY
150
Caxton Associates (New York)
New York
-$341K -15,855 Closed

ZUMZ Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2022, worth a combined $353M — down 2.4% from $361M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ZUMZ and 13 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 66 added.

The largest buyer was Millennium Management, adding an estimated $10.9M. The largest seller was Vanguard Group, cutting an estimated $8.17M.

  • 141 institutional investors held Zumiez (ZUMZ) as of Q4 2022, down from 151 in Q3 2022.
  • Funds reported $353M of Zumiez stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 13 funds opened new Zumiez positions in Q4 2022 and 23 closed out, a net change of -10 holders.
  • The largest Zumiez buyer in Q4 2022 was Millennium Management, an estimated $10.9M added.
  • The largest Zumiez seller in Q4 2022 was Vanguard Group, an estimated $8.17M sold.

Based on aggregated 13F filings for Q4 2022.