Zumiez
ZUMZ
185 hedge funds and large institutions have $724M invested in Zumiez in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 24 closing their positions.
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
4% more funds holding
Funds holding: 178 → 185 (+7)
3% more capital invested
Capital invested by funds: $701M → $724M (+$22.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.73% less ownership
Funds ownership: 85.94% → 81.21% (-4.7%)
18% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 66
31% less call options, than puts
Call options by funds: $976K | Put options by funds: $1.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.14M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$5.44M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$4.73M |
| 5 |
Goldman Sachs
New York
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
-$10.4M |
| 2 |
Two Sigma Investments
New York
|
-$9.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.76M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$6.63M |
| 5 |
MCM
Matarin Capital Management
New York
|
-$6.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
201
Curi RMB Capital
Chicago,
Illinois
| – | -$247K | -7,800 | Closed |
|
|
TI
202
Trexquant Investment
Stamford,
Connecticut
| – | -$245K | -7,726 | Closed |
|
|
FRM
203
Fox Run Management
Greenwich,
Connecticut
| – | -$226K | -7,144 | Closed |
|
|
AP
204
Advisors Preferred
Rockville,
Maryland
| – | -$118K | -3,739 | Closed |
|
205
Walleye Capital
New York
| – | -$105K | -3,291 | Closed |
|
|
QT
206
Quantamental Technologies
White Plains,
New York
| – | -$68K | -2,139 | Closed |
|
207
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$58K | -1,827 | Closed |
|
208
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$41K | -1,376 | Closed |
|
|
SLF
209
Sun Life Financial
Toronto,
Ontario, Canada
| – | -$29K | -903 | Closed |
|
ZUMZ Hedge Fund Activity: Q4 2019 in Review
185 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2019, worth a combined $724M — up 3.2% from $701M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 24 closed out — a net gain of 13 holders — while 54 added to existing stakes and 66 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $9.4M. The largest seller was Maverick Capital, cutting an estimated $10.4M.
- 185 institutional investors held Zumiez (ZUMZ) as of Q4 2019, up from 178 in Q3 2019.
- Funds reported $724M of Zumiez stock for Q4 2019, up 3.2% quarter-over-quarter.
- 37 funds opened new Zumiez positions in Q4 2019 and 24 closed out, a net change of +13 holders.
- The largest Zumiez buyer in Q4 2019 was Arrowstreet Capital, an estimated $9.4M added.
- The largest Zumiez seller in Q4 2019 was Maverick Capital, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2019.