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Zumiez
ZUMZ

129 hedge funds and large institutions have $430M invested in Zumiez in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $364K

27% more capital invested

Capital invested by funds: $337M → $430M (+$92.4M)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

0% more funds holding

Funds holding: 129 → 129 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
129
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
48
Reduced
44
Closed
16
Calls
$1.98M
Puts
$364K
Net Calls
+$1.61M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$17.3M
2
HRCM
Hood River Capital Management
Florida
+$6.83M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.37M
4
KI
Kalmar Investments
Delaware
+$3.56M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$2.75M
4
State Street
State Street
Massachusetts
-$2.32M
5
HAI
Hennessy Advisors Inc
California
-$2.29M

ZUMZ Hedge Fund Activity: Q1 2016 in Review

129 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2016, worth a combined $430M — up 27% from $337M a quarter earlier.

Fund positioning in ZUMZ was balanced in Q1 2016: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 44 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $17.3M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 129 institutional investors held Zumiez (ZUMZ) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $430M of Zumiez stock for Q1 2016, up 27% quarter-over-quarter.
  • 16 funds opened new Zumiez positions in Q1 2016 and 16 closed out, a net change of 0 holders.
  • The largest Zumiez buyer in Q1 2016 was Lord, Abbett & Co, an estimated $17.3M added.
  • The largest Zumiez seller in Q1 2016 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2016.