Zumiez
ZUMZ
143 hedge funds and large institutions have $334M invested in Zumiez in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 21 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 45
20% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.16M
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more funds holding
Funds holding: 141 → 143 (+2)
0.76% more ownership
Funds ownership: 91.65% → 92.4% (+0.76%)
5% less capital invested
Capital invested by funds: $353M → $334M (-$19.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.84M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$3.66M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.41M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.13M |
| 5 |
Goldman Sachs
New York
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$10.3M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.26M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.76M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
-$3.41M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Russell Investments Group
London,
United Kingdom
| – | -$536K | -24,643 | Closed |
|
152
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$410K | -18,857 | Closed |
|
153
Aviva
London,
United Kingdom
| – | -$310K | -14,270 | Closed |
|
154
Envestnet Asset Management
Chicago,
Illinois
| – | -$223K | -10,238 | Closed |
|
155
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$221K | -10,186 | Closed |
|
|
YCM
156
Yousif Capital Management
Bloomfield Hills,
Michigan
| – | -$221K | -10,161 | Closed |
|
|
MAM
157
Meeder Asset Management
Dublin,
Ohio
| – | -$43.7K | -2,012 | Closed |
|
|
SWA
158
Sutton Wealth Advisors
Tampa,
Florida
| – | -$8.44K | -388 | Closed |
|
|
BTI
159
Blue Trust Inc
Alpharetta,
Georgia
| – | -$7K | -332 | Closed |
|
|
CG
160
Cutler Group
San Francisco,
California
| – | -$5.75K | -250 | Closed |
|
|
EWA
161
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$3.28K | -151 | Closed |
|
|
EI
162
Ellevest Inc
New York
| – | -$2.33K | -107 | Closed |
|
|
VCM
163
Versant Capital Management
Phoenix,
Arizona
| – | -$1.3K | -60 | Closed |
|
ZUMZ Hedge Fund Activity: Q1 2023 in Review
143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2023, worth a combined $334M — down 5.4% from $353M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ZUMZ positions and 21 closed out — a net gain of 3 holders — while 58 added to existing stakes and 45 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.84M. The largest seller was Millennium Management, cutting an estimated $10.3M.
- 143 institutional investors held Zumiez (ZUMZ) as of Q1 2023, up from 141 in Q4 2022.
- Funds reported $334M of Zumiez stock for Q1 2023, down 5.4% quarter-over-quarter.
- 24 funds opened new Zumiez positions in Q1 2023 and 21 closed out, a net change of +3 holders.
- The largest Zumiez buyer in Q1 2023 was Citadel Advisors, an estimated $5.84M added.
- The largest Zumiez seller in Q1 2023 was Millennium Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2023.