Zumiez
ZUMZ
142 hedge funds and large institutions have $602M invested in Zumiez in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 19 closing their positions.
165% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $918K
30% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 44
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
2% more funds holding
Funds holding: 139 → 142 (+3)
1% more capital invested
Capital invested by funds: $595M → $602M (+$6.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
+$6.61M |
| 2 |
ACMM
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
+$6.26M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$5.61M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.33M |
| 5 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$12.2M |
| 2 |
MRM
Michael R. Murphy
|
-$11.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.17M |
| 5 |
Renaissance Technologies
New York
|
-$3.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| – | -$307K | -11,130 | Closed |
|
|
DTL
152
Dynamic Technology Lab
Singapore
| – | -$290K | -10,508 | Closed |
|
|
SIM
153
Spark Investment Management
New York
| – | -$272K | -9,900 | Closed |
|
|
PAM
154
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$266K | -9,632 | Closed |
|
|
BMCMI
155
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$256K | -9,266 | Closed |
|
|
SIM
156
Strategic Investment Management
Arlington,
Virginia
| – | -$207K | -7,514 | Closed |
|
157
LPL Financial
San Diego,
California
| – | -$206K | -7,477 | Closed |
|
|
CSS
158
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$201K | -7,282 | Closed |
|
|
VFA
159
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$49K | -1,770 | Closed |
|
|
QT
160
Quantbot Technologies
New York
| – | -$8K | -300 | Closed |
|
|
TRCT
161
Tower Research Capital (TRC)
New York
| – | -$4K | -152 | Closed |
|
ZUMZ Hedge Fund Activity: Q3 2014 in Review
142 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2014, worth a combined $602M — up 1.1% from $595M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ZUMZ positions and 19 closed out — a net gain of 3 holders — while 57 added to existing stakes and 44 trimmed.
The largest buyer was J. Goldman & Co, opening a new position worth an estimated $6.61M. The largest seller was Norges Bank, cutting an estimated $12.2M.
- 142 institutional investors held Zumiez (ZUMZ) as of Q3 2014, up from 139 in Q2 2014.
- Funds reported $602M of Zumiez stock for Q3 2014, up 1.1% quarter-over-quarter.
- 22 funds opened new Zumiez positions in Q3 2014 and 19 closed out, a net change of +3 holders.
- The largest Zumiez buyer in Q3 2014 was J. Goldman & Co, an estimated $6.61M added.
- The largest Zumiez seller in Q3 2014 was Norges Bank, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2014.