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Zumiez
ZUMZ

137 hedge funds and large institutions have $341M invested in Zumiez in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $252M → $341M (+$89.1M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

8% more funds holding

Funds holding: 127 → 137 (+10)

8% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $4.16M

6.37% less ownership

Funds ownership: 81.07% → 74.7% (-6.4%)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
50
Reduced
40
Closed
19
Calls
$4.5M
Puts
$4.16M
Net Calls
+$335K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$9.78M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.01M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.4M
4
LCM
Landscape Capital Management
New Jersey
+$2.2M
5
BlackRock
BlackRock
New York
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$20.7M
2
JGC
J. Goldman & Co
New York
-$6.01M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.13M
5
TC
Tyvor Capital
Illinois
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
151
Boothbay Fund Management
New York
– -$129K -10,430 Closed
EGA
152
Eagle Global Advisors
Texas
– -$124K -10,030 Closed
PAM
153
Paradigm Asset Management
New York
– -$96.3K -7,800 Closed
RA
154
Rational Advisors
New York
– -$58K -4,700 Closed
PCM
155
Prelude Capital Management
New York
– -$12K -1,000 Closed
PFBT
156
Parkside Financial Bank & Trust
Missouri
– +$258 +19 New
3 4 5 6
7

ZUMZ Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2017, worth a combined $341M — up 35% from $252M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZUMZ positions and 19 closed out — a net gain of 11 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Numeric Investors, adding an estimated $9.78M. The largest seller was Wasatch Advisors, cutting an estimated $20.7M.

  • 137 institutional investors held Zumiez (ZUMZ) as of Q3 2017, up from 127 in Q2 2017.
  • Funds reported $341M of Zumiez stock for Q3 2017, up 35% quarter-over-quarter.
  • 30 funds opened new Zumiez positions in Q3 2017 and 19 closed out, a net change of +11 holders.
  • The largest Zumiez buyer in Q3 2017 was Numeric Investors, an estimated $9.78M added.
  • The largest Zumiez seller in Q3 2017 was Wasatch Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2017.