Zumiez
ZUMZ
156 hedge funds and large institutions have $522M invested in Zumiez in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
34% more capital invested
Capital invested by funds: $391M → $522M (+$131M)
5% more funds holding
Funds holding: 148 → 156 (+8)
2.33% more ownership
Funds ownership: 79.87% → 82.2% (+2.3%)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
53% less call options, than puts
Call options by funds: $2.41M | Put options by funds: $5.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$22M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$9.85M |
| 3 |
JP Morgan Chase
New York
|
+$9.44M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$6.25M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12M |
| 2 |
Renaissance Technologies
New York
|
-$10.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.54M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$4.36M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.98M |
ZUMZ Hedge Fund Activity: Q1 2019 in Review
156 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2019, worth a combined $522M — up 34% from $391M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ZUMZ positions and 16 closed out — a net gain of 8 holders — while 46 added to existing stakes and 54 trimmed.
The largest buyer was Hood River Capital Management, opening a new position worth an estimated $22M. The largest seller was Goldman Sachs, cutting an estimated $12M.
- 156 institutional investors held Zumiez (ZUMZ) as of Q1 2019, up from 148 in Q4 2018.
- Funds reported $522M of Zumiez stock for Q1 2019, up 34% quarter-over-quarter.
- 24 funds opened new Zumiez positions in Q1 2019 and 16 closed out, a net change of +8 holders.
- The largest Zumiez buyer in Q1 2019 was Hood River Capital Management, an estimated $22M added.
- The largest Zumiez seller in Q1 2019 was Goldman Sachs, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2019.