Zumiez
ZUMZ
137 hedge funds and large institutions have $341M invested in Zumiez in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
35% more capital invested
Capital invested by funds: $252M → $341M (+$89.1M)
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
8% more funds holding
Funds holding: 127 → 137 (+10)
8% more call options, than puts
Call options by funds: $4.5M | Put options by funds: $4.16M
6.37% less ownership
Funds ownership: 81.07% → 74.7% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$9.78M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$4.01M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.4M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.2M |
| 5 |
BlackRock
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.7M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$6.01M |
| 3 |
Two Sigma Investments
New York
|
-$4.46M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.13M |
| 5 |
TC
Tyvor Capital
Oak Brook,
Illinois
|
-$3.05M |
ZUMZ Hedge Fund Activity: Q3 2017 in Review
137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2017, worth a combined $341M — up 35% from $252M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ZUMZ positions and 19 closed out — a net gain of 11 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Numeric Investors, adding an estimated $9.78M. The largest seller was Wasatch Advisors, cutting an estimated $20.7M.
- 137 institutional investors held Zumiez (ZUMZ) as of Q3 2017, up from 127 in Q2 2017.
- Funds reported $341M of Zumiez stock for Q3 2017, up 35% quarter-over-quarter.
- 30 funds opened new Zumiez positions in Q3 2017 and 19 closed out, a net change of +11 holders.
- The largest Zumiez buyer in Q3 2017 was Numeric Investors, an estimated $9.78M added.
- The largest Zumiez seller in Q3 2017 was Wasatch Advisors, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2017.