Zumiez
ZUMZ
178 hedge funds and large institutions have $701M invested in Zumiez in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 19 closing their positions.
121% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 19
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
25% more capital invested
Capital invested by funds: $560M → $701M (+$142M)
14% more funds holding
Funds holding: 156 → 178 (+22)
2.55% more ownership
Funds ownership: 83.39% → 85.94% (+2.5%)
75% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $8.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$8.24M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$4.94M |
| 3 |
Morgan Stanley
New York
|
+$4.45M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$4.24M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$12.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$8.12M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.22M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.22M |
| 5 |
JP Morgan Chase
New York
|
-$2.65M |
ZUMZ Hedge Fund Activity: Q3 2019 in Review
178 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2019, worth a combined $701M — up 25% from $560M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ZUMZ positions and 19 closed out — a net gain of 23 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $8.24M. The largest seller was Hood River Capital Management, cutting an estimated $12.6M.
- 178 institutional investors held Zumiez (ZUMZ) as of Q3 2019, up from 156 in Q2 2019.
- Funds reported $701M of Zumiez stock for Q3 2019, up 25% quarter-over-quarter.
- 42 funds opened new Zumiez positions in Q3 2019 and 19 closed out, a net change of +23 holders.
- The largest Zumiez buyer in Q3 2019 was Two Sigma Investments, an estimated $8.24M added.
- The largest Zumiez seller in Q3 2019 was Hood River Capital Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2019.