Zumiez
ZUMZ
141 hedge funds and large institutions have $353M invested in Zumiez in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 23 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
30% more call options, than puts
Call options by funds: $809K | Put options by funds: $622K
5.58% more ownership
Funds ownership: 86.07% → 91.65% (+5.6%)
2% less capital invested
Capital invested by funds: $361M → $353M (-$8.56M)
7% less funds holding
Funds holding: 151 → 141 (-10)
43% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.9M |
| 2 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$4.6M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$3.83M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
+$3.48M |
| 5 |
BlackRock
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.17M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$5.38M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$2.21M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.81M |
| 5 |
ETM
Euclidean Technologies Management
Seattle,
Washington
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$302K | -14,040 | Closed |
|
|
VI
152
Versor Investments
New York
| – | -$300K | -13,911 | Closed |
|
|
CCIA
153
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$295K | -13,683 | Closed |
|
154
Group One Trading
Chicago,
Illinois
| – | -$296K | -13,368 | Closed |
|
155
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$248K | -11,173 | Closed |
|
|
PI
156
PEAK6 Investments
Chicago,
Illinois
| – | -$176K | -8,166 | Closed |
|
|
PHK
157
Point72 Hong Kong
Hong Kong
| – | -$94K | -4,347 | Closed |
|
|
MOACM
158
Mutual of America Capital Management
New York
| – | -$67K | -3,098 | Closed |
|
159
Lazard Asset Management
New York
| – | -$28K | -1,341 | Closed |
|
|
SWM
160
Spire Wealth Management
Mclean,
Virginia
| – | -$16K | -726 | Closed |
|
|
AF
161
Allworth Financial
Folsom,
California
| – | -$2K | -80 | Closed |
|
ZUMZ Hedge Fund Activity: Q4 2022 in Review
141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2022, worth a combined $353M — down 2.4% from $361M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ZUMZ and 13 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 66 added.
The largest buyer was Millennium Management, adding an estimated $10.9M. The largest seller was Vanguard Group, cutting an estimated $8.17M.
- 141 institutional investors held Zumiez (ZUMZ) as of Q4 2022, down from 151 in Q3 2022.
- Funds reported $353M of Zumiez stock for Q4 2022, down 2.4% quarter-over-quarter.
- 13 funds opened new Zumiez positions in Q4 2022 and 23 closed out, a net change of -10 holders.
- The largest Zumiez buyer in Q4 2022 was Millennium Management, an estimated $10.9M added.
- The largest Zumiez seller in Q4 2022 was Vanguard Group, an estimated $8.17M sold.
Based on aggregated 13F filings for Q4 2022.