Zumiez
ZUMZ
144 hedge funds and large institutions have $378M invested in Zumiez in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
11% more capital invested
Capital invested by funds: $341M → $378M (+$36.4M)
5% more funds holding
Funds holding: 137 → 144 (+7)
8% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.86M
2.87% less ownership
Funds ownership: 74.7% → 71.83% (-2.9%)
21% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Spark Investment Management
New York
|
+$7.98M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.52M |
| 3 |
BlackRock
New York
|
+$5.17M |
| 4 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$4.98M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.6M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$6.15M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.02M |
| 4 |
Renaissance Technologies
New York
|
-$5.95M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$4.25M |
ZUMZ Hedge Fund Activity: Q4 2017 in Review
144 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2017, worth a combined $378M — up 11% from $341M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ZUMZ positions and 22 closed out — a net gain of 7 holders — while 41 added to existing stakes and 52 trimmed.
The largest buyer was Spark Investment Management, opening a new position worth an estimated $7.98M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.6M.
- 144 institutional investors held Zumiez (ZUMZ) as of Q4 2017, up from 137 in Q3 2017.
- Funds reported $378M of Zumiez stock for Q4 2017, up 11% quarter-over-quarter.
- 29 funds opened new Zumiez positions in Q4 2017 and 22 closed out, a net change of +7 holders.
- The largest Zumiez buyer in Q4 2017 was Spark Investment Management, an estimated $7.98M added.
- The largest Zumiez seller in Q4 2017 was T. Rowe Price Associates, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2017.