Zumiez
ZUMZ
112 hedge funds and large institutions have $316M invested in Zumiez in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 20 closing their positions.
15% more capital invested
Capital invested by funds: $273M → $316M (+$42.3M)
0.72% more ownership
Funds ownership: 77.55% → 78.27% (+0.72%)
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
10% less call options, than puts
Call options by funds: $2.29M | Put options by funds: $2.55M
7% less funds holding
Funds holding: 121 → 112 (-9)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.23M |
| 2 |
Morgan Stanley
New York
|
+$6.42M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.61M |
| 4 |
Goldman Sachs
New York
|
+$1.53M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.65M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.1M |
| 5 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
126
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$92.7K | -5,100 | Closed |
|
|
HT
127
Headlands Technologies
Chicago,
Illinois
| – | -$20.6K | -1,157 | Closed |
|
128
Amundi
Paris,
France
| – | -$11.4K | -723 | Closed |
|
129
AssetMark Inc
Concord,
California
| – | -$3.2K | -180 | Closed |
|
130
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2.88K | -162 | Closed |
|
|
BAAM
131
Baker Avenue Asset Management
San Francisco,
California
| – | -$231 | -13 | Closed |
|
ZUMZ Hedge Fund Activity: Q4 2023 in Review
112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2023, worth a combined $316M — up 15% from $273M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ZUMZ and 11 opened new positions — a net loss of 9 holders — while 45 trimmed existing stakes and 41 added.
The largest buyer was Jane Street, adding an estimated $7.23M. The largest seller was Verition Fund Management, cutting an estimated $4M.
- 112 institutional investors held Zumiez (ZUMZ) as of Q4 2023, down from 121 in Q3 2023.
- Funds reported $316M of Zumiez stock for Q4 2023, up 15% quarter-over-quarter.
- 11 funds opened new Zumiez positions in Q4 2023 and 20 closed out, a net change of -9 holders.
- The largest Zumiez buyer in Q4 2023 was Jane Street, an estimated $7.23M added.
- The largest Zumiez seller in Q4 2023 was Verition Fund Management, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2023.