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Zumiez

177 hedge funds and large institutions have $815M invested in Zumiez in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $2.93M

0.42% more ownership

Funds ownership: 80.92%81.34% (+0.42%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 181177 (-4)

20% less capital invested

Capital invested by funds: $1.02B → $815M (-$204M)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
57
Reduced
62
Closed
26
Calls
$5.74M
Puts
$2.93M
Net Calls
+$2.82M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$29K +$31K +726 New
FQ
152
First Quadrant
California
$18K
Osaic Holdings
153
Osaic Holdings
Arizona
$11K +$3.2K +75 +38%
SWA
154
Sutton Wealth Advisors
Florida
$10.8K
GLLW
155
Graves Light Lenhart Wealth
Virginia
$7K +$640 +15 +9%
ST
156
Sageworth Trust
Pennsylvania
$5K
AssetMark Inc
157
AssetMark Inc
California
$5K +$256 +6 +5%
GAM
158
Gemmer Asset Management
California
$4K
QCG
159
Quadrant Capital Group
Ohio
$4K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$3K -$7.85K -184 -73%
Federated Hermes
161
Federated Hermes
Pennsylvania
$3K -$256 -6 -13%
PA
162
Parallel Advisors
California
$3K
S
163
SignatureFD
Georgia
$3K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$3K +$3.16K +74 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2K -$256 -6 -9%
ACM
166
AUA Capital Management
Pennsylvania
$2K +$171 +4 +11%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1K +$128K +3,000 +14%
MAM
168
Meeder Asset Management
Ohio
$1K -$311K -7,285 -100%
TWA
169
TCI Wealth Advisors
Arizona
$1K -$2.3K -54 -60%
AW
170
Avion Wealth
Texas
$1K
PCG
171
Private Capital Group
Connecticut
$1K
TFO
172
Tarbox Family Office
California
$1K
GWS
173
Glassman Wealth Services
Virginia
$1K +$896 +21 New
JCM
174
Jacobi Capital Management
Pennsylvania
$1K +$1.07K +25 New
CTC
175
Central Trust Company
Missouri
$1K +$1.54K +36 New

ZUMZ Hedge Fund Activity: Q3 2021 in Review

177 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2021, worth a combined $815M — down 20% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ZUMZ and 24 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $21.3M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 177 institutional investors held Zumiez (ZUMZ) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $815M of Zumiez stock for Q3 2021, down 20% quarter-over-quarter.
  • 24 funds opened new Zumiez positions in Q3 2021 and 26 closed out, a net change of -2 holders.
  • The largest Zumiez buyer in Q3 2021 was Massachusetts Financial Services, an estimated $21.3M added.
  • The largest Zumiez seller in Q3 2021 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2021.