Zumiez
ZUMZ
131 hedge funds and large institutions have $392M invested in Zumiez in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 26 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 41
1.59% more ownership
Funds ownership: 84.23% → 85.82% (+1.6%)
10% less funds holding
Funds holding: 146 → 131 (-15)
14% less capital invested
Capital invested by funds: $458M → $392M (-$66.1M)
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
62% less call options, than puts
Call options by funds: $2.45M | Put options by funds: $6.52M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$43M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$7.55M |
| 3 |
TC
Tyvor Capital
Oak Brook,
Illinois
|
+$7.29M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.38M |
| 5 |
CCI
Columbus Circle Investors
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.58M |
| 2 |
MC
Mitra Capital
Boston,
Massachusetts
|
-$5.25M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.27M |
| 4 |
TA
Teachers Advisors
New York
|
-$3.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.27M |
ZUMZ Hedge Fund Activity: Q1 2017 in Review
131 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2017, worth a combined $392M — down 14% from $458M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of ZUMZ and 16 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 51 added.
The largest buyer was BlackRock, adding an estimated $43M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $6.58M sold.
- 131 institutional investors held Zumiez (ZUMZ) as of Q1 2017, down from 146 in Q4 2016.
- Funds reported $392M of Zumiez stock for Q1 2017, down 14% quarter-over-quarter.
- 16 funds opened new Zumiez positions in Q1 2017 and 26 closed out, a net change of -10 holders.
- The largest Zumiez buyer in Q1 2017 was BlackRock, an estimated $43M added.
- The largest Zumiez seller in Q1 2017 was Point72 Asset Management, an estimated $6.58M sold.
Based on aggregated 13F filings for Q1 2017.