Zumiez
ZUMZ
119 hedge funds and large institutions have $664M invested in Zumiez in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 14 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 44
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 121 → 119 (-2)
5% less capital invested
Capital invested by funds: $699M → $664M (-$35.8M)
48% less call options, than puts
Call options by funds: $4.18M | Put options by funds: $8.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$7.78M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.84M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.34M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.52M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$9M |
| 2 |
TA
Teachers Advisors
New York
|
-$7.59M |
| 3 |
MCM
Montibus Capital Management
Portland,
Oregon
|
-$5.74M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$3.89M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.26M |
ZUMZ Hedge Fund Activity: Q3 2013 in Review
119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2013, worth a combined $664M — down 5.1% from $699M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ZUMZ and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 42 added.
The largest buyer was TAMRO Capital Partners, adding an estimated $7.78M. The largest seller was Turner Investments, cutting an estimated $9M.
- 119 institutional investors held Zumiez (ZUMZ) as of Q3 2013, down from 121 in Q2 2013.
- Funds reported $664M of Zumiez stock for Q3 2013, down 5.1% quarter-over-quarter.
- 13 funds opened new Zumiez positions in Q3 2013 and 14 closed out, a net change of -1 holder.
- The largest Zumiez buyer in Q3 2013 was TAMRO Capital Partners, an estimated $7.78M added.
- The largest Zumiez seller in Q3 2013 was Turner Investments, an estimated $9M sold.
Based on aggregated 13F filings for Q3 2013.