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Zumiez
ZUMZ

159 hedge funds and large institutions have $822M invested in Zumiez in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

48% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.27M

37% more capital invested

Capital invested by funds: $602M → $822M (+$220M)

12% more funds holding

Funds holding: 142 → 159 (+17)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
39
Reduced
58
Closed
16
Calls
$1.89M
Puts
$1.27M
Net Calls
+$617K
Net Calls Change
-$895K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.2M
2
GT
Glenmede Trust
Pennsylvania
+$13.9M
3
State Street
State Street
Massachusetts
+$7.06M
4
B
Baird
Wisconsin
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13M
2
Wells Fargo
Wells Fargo
California
-$11.2M
3
WRF
Waddell & Reed Financial
Kansas
-$7.66M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Prelude Capital Management
New York
$19K +$17.1K +500 New
UBS Group
152
UBS Group
Switzerland
$15K +$13.2K +385 New
TCM
153
Tradewinds Capital Management
Washington
$12K -$6.83K -200 -40%
RC
154
RegentAtlantic Capital
New Jersey
$7.73K +$6.83K +200 New
TRCT
155
Tower Research Capital (TRC)
New York
$5K +$4.2K +123 New
HNB
156
Huntington National Bank
Ohio
$2K +$1.44K +42 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.47K +43 New
GAM
158
Gemmer Asset Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$526 -$9.57K -280 -2%
JGC
160
J. Goldman & Co
New York
– -$6.32M -225,000 Closed
GLA
161
Great Lakes Advisors
Illinois
– -$2.32M -82,641 Closed
TC
162
TFS Capital
Pennsylvania
– -$1.2M -42,782 Closed
HHC
163
Hutchin Hill Capital
New York
– -$1.13M -40,100 Closed
Jacobs Levy Equity Management
164
Jacobs Levy Equity Management
New Jersey
– -$916K -32,610 Closed
Two Sigma Advisers
165
Two Sigma Advisers
New York
– -$915K -32,576 Closed
CCIA
166
Campbell & Co Investment Adviser
Maryland
– -$533K -18,951 Closed
KCM
167
Kennedy Capital Management
Missouri
– -$456K -16,226 Closed
ZIM
168
Zacks Investment Management
Illinois
– -$248K -8,829 Closed
ProShare Advisors
169
ProShare Advisors
Maryland
– -$247K -8,781 Closed
CMBA
170
C.M. Bidwell & Associates
Hawaii
– -$169K -6,030 Closed
OAM
171
Orinda Asset Management
California
– -$111K -3,953 Closed
AP
172
Advisors Preferred
Maryland
– -$48.1K -1,710 Closed
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
– -$33.9K -1,208 Closed
Parallax Volatility Advisers
174
Parallax Volatility Advisers
California
– -$39.5K -1,157 Closed
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
– -$3K -100 Closed
3 4 5 6
7

ZUMZ Hedge Fund Activity: Q4 2014 in Review

159 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2014, worth a combined $822M — up 37% from $602M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 16 closed out — a net gain of 21 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Royce & Associates, cutting an estimated $13M.

  • 159 institutional investors held Zumiez (ZUMZ) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $822M of Zumiez stock for Q4 2014, up 37% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Zumiez buyer in Q4 2014 was Fidelity Investments, an estimated $27.2M added.
  • The largest Zumiez seller in Q4 2014 was Royce & Associates, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2014.