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Zumiez
ZUMZ

171 hedge funds and large institutions have $750M invested in Zumiez in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,448% more call options, than puts

Call options by funds: $11M | Put options by funds: $709K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

31% more capital invested

Capital invested by funds: $573M → $750M (+$177M)

4% more funds holding

Funds holding: 165 → 171 (+6)

1.04% less ownership

Funds ownership: 80.86% → 79.82% (-1%)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
49
Reduced
67
Closed
19
Calls
$11M
Puts
$709K
Net Calls
+$10.3M
Net Calls Change
+$15.8M

Top Buyers

Rank Fund Capital Flow
1
IECM
Intrinsic Edge Capital Management
Illinois
+$11.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.63M
3
PCMI
Paradigm Capital Management Inc
New York
+$6.44M
4
State Street
State Street
Massachusetts
+$3.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.01M
2
Victory Capital Management
Victory Capital Management
Texas
-$5.24M
3
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.83M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.79M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
176
Boothbay Fund Management
New York
– -$960K -34,495 Closed
BAM
177
Blueshift Asset Management
New Jersey
– -$553K -19,863 Closed
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$490K -17,600 Closed
Allianz Asset Management
179
Allianz Asset Management
Germany
– -$471K -16,914 Closed
HSBC Holdings
180
HSBC Holdings
United Kingdom
– -$458K -16,308 Closed
JF
181
Jump Financial
Illinois
– -$432K -15,536 Closed
MSL
182
Mackay Shields LLC
New York
– -$309K -11,100 Closed
PP
183
PDT Partners
New York
– -$268K -9,639 Closed
QT
184
Quantbot Technologies
New York
– -$252K -9,090 Closed
CG
185
Cutler Group
California
– -$41K -1,500 Closed
FC
186
FORA Capital
Florida
– -$23K -824 Closed
Group One Trading
187
Group One Trading
Illinois
– -$21.7K -643 Closed
GT
188
Glenmede Trust
Pennsylvania
– -$10K -404 Closed
FHA
189
Flagship Harbor Advisors
Massachusetts
– -$1K -50 Closed
4 5 6 7
8

ZUMZ Hedge Fund Activity: Q4 2020 in Review

171 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2020, worth a combined $750M — up 31% from $573M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ZUMZ positions and 19 closed out — a net gain of 6 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Intrinsic Edge Capital Management, adding an estimated $11.5M. The largest seller was JP Morgan Chase, cutting an estimated $8.01M.

  • 171 institutional investors held Zumiez (ZUMZ) as of Q4 2020, up from 165 in Q3 2020.
  • Funds reported $750M of Zumiez stock for Q4 2020, up 31% quarter-over-quarter.
  • 25 funds opened new Zumiez positions in Q4 2020 and 19 closed out, a net change of +6 holders.
  • The largest Zumiez buyer in Q4 2020 was Intrinsic Edge Capital Management, an estimated $11.5M added.
  • The largest Zumiez seller in Q4 2020 was JP Morgan Chase, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2020.