Zumiez
ZUMZ
159 hedge funds and large institutions have $822M invested in Zumiez in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
48% more call options, than puts
Call options by funds: $1.89M | Put options by funds: $1.27M
37% more capital invested
Capital invested by funds: $602M → $822M (+$220M)
12% more funds holding
Funds holding: 142 → 159 (+17)
33% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.2M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$13.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$7.06M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$6.96M |
| 5 |
Morgan Stanley
New York
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$7.66M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.98M |
| 5 |
Bank of New York Mellon
New York
|
-$6.72M |
ZUMZ Hedge Fund Activity: Q4 2014 in Review
159 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2014, worth a combined $822M — up 37% from $602M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 16 closed out — a net gain of 21 holders — while 39 added to existing stakes and 58 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $27.2M. The largest seller was Royce & Associates, cutting an estimated $13M.
- 159 institutional investors held Zumiez (ZUMZ) as of Q4 2014, up from 142 in Q3 2014.
- Funds reported $822M of Zumiez stock for Q4 2014, up 37% quarter-over-quarter.
- 37 funds opened new Zumiez positions in Q4 2014 and 16 closed out, a net change of +21 holders.
- The largest Zumiez buyer in Q4 2014 was Fidelity Investments, an estimated $27.2M added.
- The largest Zumiez seller in Q4 2014 was Royce & Associates, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2014.