Zumiez
ZUMZ
162 hedge funds and large institutions have $353M invested in Zumiez in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 44 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 57
2.25% less ownership
Funds ownership: 81.21% → 78.96% (-2.2%)
12% less funds holding
Funds holding: 185 → 162 (-23)
32% less call options, than puts
Call options by funds: $809K | Put options by funds: $1.2M
48% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 44
51% less capital invested
Capital invested by funds: $724M → $353M (-$371M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$15.1M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$5.15M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$4.57M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$4.35M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.87M |
| 2 |
Millennium Management
New York
|
-$6.04M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.71M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$4.4M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$3.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMG
201
Monetary Management Group
St Louis,
Missouri
| – | -$21K | -600 | Closed |
|
|
PCM
202
Prelude Capital Management
New York
| – | -$15K | -440 | Closed |
|
203
Simplex Trading
Chicago,
Illinois
| – | -$6.12K | -217 | Closed |
|
|
VCM
204
Versant Capital Management
Phoenix,
Arizona
| – | -$4K | -118 | Closed |
|
205
AssetMark Inc
Concord,
California
| – | -$395 | -14 | -48% |
|
|
HGWM
206
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$226 | +8 | New |
|
ZUMZ Hedge Fund Activity: Q1 2020 in Review
162 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2020, worth a combined $353M — down 51% from $724M a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of ZUMZ and 23 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 55 added.
The largest buyer was Goldman Sachs, adding an estimated $15.1M. The largest seller was Arrowstreet Capital, cutting an estimated $7.87M.
- 162 institutional investors held Zumiez (ZUMZ) as of Q1 2020, down from 185 in Q4 2019.
- Funds reported $353M of Zumiez stock for Q1 2020, down 51% quarter-over-quarter.
- 23 funds opened new Zumiez positions in Q1 2020 and 44 closed out, a net change of -21 holders.
- The largest Zumiez buyer in Q1 2020 was Goldman Sachs, an estimated $15.1M added.
- The largest Zumiez seller in Q1 2020 was Arrowstreet Capital, an estimated $7.87M sold.
Based on aggregated 13F filings for Q1 2020.