Zumiez
ZUMZ
158 hedge funds and large institutions have $455M invested in Zumiez in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
20% more capital invested
Capital invested by funds: $378M → $455M (+$77M)
10% more funds holding
Funds holding: 144 → 158 (+14)
3.49% more ownership
Funds ownership: 71.83% → 75.32% (+3.5%)
8% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 48
58% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $3.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.9M |
| 2 |
Millennium Management
New York
|
+$7.53M |
| 3 |
BlackRock
New York
|
+$5.87M |
| 4 |
Renaissance Technologies
New York
|
+$5.21M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.34M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.97M |
| 4 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$2.41M |
| 5 |
3C
361 Capital
Denver,
Colorado
|
-$2.41M |
ZUMZ Hedge Fund Activity: Q1 2018 in Review
158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2018, worth a combined $455M — up 20% from $378M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ZUMZ positions and 17 closed out — a net gain of 15 holders — while 52 added to existing stakes and 48 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $8.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.1M.
- 158 institutional investors held Zumiez (ZUMZ) as of Q1 2018, up from 144 in Q4 2017.
- Funds reported $455M of Zumiez stock for Q1 2018, up 20% quarter-over-quarter.
- 32 funds opened new Zumiez positions in Q1 2018 and 17 closed out, a net change of +15 holders.
- The largest Zumiez buyer in Q1 2018 was Goldman Sachs, an estimated $8.9M added.
- The largest Zumiez seller in Q1 2018 was T. Rowe Price Associates, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2018.