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Zumiez
ZUMZ

110 hedge funds and large institutions have $519M invested in Zumiez in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% less funds holding

Funds holding: 122 → 110 (-12)

12% less capital invested

Capital invested by funds: $589M → $519M (-$70M)

16% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.45M

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
110
Holders Change
-12
Holders Change %
-9.84%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
42
Reduced
37
Closed
23
Calls
$1.22M
Puts
$1.45M
Net Calls
-$235K
Net Calls Change
+$2.67M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.6M
2
MRM
Michael R. Murphy
+$13.3M
3
RA
Royce & Associates
New York
+$9.01M
4
GAM
Gotham Asset Management
New York
+$6.45M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.4M
2
TCP
TAMRO Capital Partners
Virginia
-$30.9M
3
TCM
Tiger Consumer Management
New York
-$6.39M
4
TI
Turner Investments
Pennsylvania
-$5.4M
5
State Street
State Street
Massachusetts
-$4.34M

ZUMZ Hedge Fund Activity: Q1 2014 in Review

110 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2014, worth a combined $519M — down 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ZUMZ and 13 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Fidelity Investments, adding an estimated $14.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.4M.

  • 110 institutional investors held Zumiez (ZUMZ) as of Q1 2014, down from 122 in Q4 2013.
  • Funds reported $519M of Zumiez stock for Q1 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Zumiez positions in Q1 2014 and 23 closed out, a net change of -10 holders.
  • The largest Zumiez buyer in Q1 2014 was Fidelity Investments, an estimated $14.6M added.
  • The largest Zumiez seller in Q1 2014 was T. Rowe Price Associates, an estimated $47.4M sold.

Based on aggregated 13F filings for Q1 2014.