Zumiez
ZUMZ
129 hedge funds and large institutions have $427M invested in Zumiez in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 16 closing their positions.
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 → $427M (+$89.7M)
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
0% more funds holding
Funds holding: 129 → 129 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17.3M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$6.83M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.37M |
| 4 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$3.56M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
| 2 |
Bank of New York Mellon
New York
|
-$6.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.75M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.32M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$2.29M |
ZUMZ Hedge Fund Activity: Q1 2016 in Review
129 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2016, worth a combined $427M — up 27% from $337M a quarter earlier.
Fund positioning in ZUMZ was balanced in Q1 2016: 16 funds opened new positions, 16 closed out, 47 added to existing stakes and 45 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 $427M 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.