Zumiez
ZUMZ
181 hedge funds and large institutions have $1.02B invested in Zumiez in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 31 closing their positions.
155% more call options, than puts
Call options by funds: $7.7M | Put options by funds: $3.02M
57% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 51
18% more capital invested
Capital invested by funds: $860M → $1.02B (+$159M)
2.56% more ownership
Funds ownership: 78.36% → 80.92% (+2.6%)
4% less funds holding
Funds holding: 189 → 181 (-8)
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$5.77M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.72M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$5.03M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.93M |
| 5 |
Goldman Sachs
New York
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$5.78M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.25M |
| 3 |
Two Sigma Investments
New York
|
-$2.9M |
| 4 |
JP Morgan Chase
New York
|
-$2.76M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$2.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Squarepoint
New York
| – | -$299K | -6,975 | Closed |
|
|
CCIA
202
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$267K | -6,220 | Closed |
|
|
XT
203
XTX Topco
George Town,
Cayman Islands
| – | -$267K | -6,218 | Closed |
|
|
AR
204
Advisory Research
Chicago,
Illinois
| – | -$257K | -5,988 | Closed |
|
205
Man Group
London,
United Kingdom
| – | -$222K | -5,187 | Closed |
|
|
APP
206
Alpha Paradigm Partners
Chicago,
Illinois
| – | -$136K | -3,160 | Closed |
|
207
Group One Trading
Chicago,
Illinois
| – | -$19.4K | -433 | Closed |
|
|
PHK
208
Point72 Hong Kong
Hong Kong
| – | -$15K | -347 | Closed |
|
|
WAM
209
Wolverine Asset Management
Chicago,
Illinois
| – | -$9K | -227 | Closed |
|
|
CAM
210
ClariVest Asset Management
San Diego,
California
| – | -$9K | -200 | Closed |
|
|
GWM
211
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -50 | Closed |
|
|
MWP
212
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$1K | -14 | Closed |
|
ZUMZ Hedge Fund Activity: Q2 2021 in Review
181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q2 2021, worth a combined $1.02B — up 18% from $860M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of ZUMZ and 23 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 80 added.
The largest buyer was Monarch Partners Asset Management, adding an estimated $5.77M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $5.78M sold.
- 181 institutional investors held Zumiez (ZUMZ) as of Q2 2021, down from 189 in Q1 2021.
- Funds reported $1.02B of Zumiez stock for Q2 2021, up 18% quarter-over-quarter.
- 23 funds opened new Zumiez positions in Q2 2021 and 31 closed out, a net change of -8 holders.
- The largest Zumiez buyer in Q2 2021 was Monarch Partners Asset Management, an estimated $5.77M added.
- The largest Zumiez seller in Q2 2021 was Intrinsic Edge Capital Management, an estimated $5.78M sold.
Based on aggregated 13F filings for Q2 2021.