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Zumiez

185 hedge funds and large institutions have $724M invested in Zumiez in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

4% more funds holding

Funds holding: 178185 (+7)

3% more capital invested

Capital invested by funds: $701M → $724M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.73% less ownership

Funds ownership: 85.94%81.21% (-4.7%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

31% less call options, than puts

Call options by funds: $976K | Put options by funds: $1.41M

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
54
Reduced
66
Closed
24
Calls
$976K
Puts
$1.41M
Net Calls
-$437K
Net Calls Change
+$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$2.48M +78,389 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.6M -$1.17M -37,092 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.2M -$320K -10,130 -0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$33.3M -$3.15M -99,610 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$23.5M -$1.6M -50,682 -7%
State Street
6
State Street
Massachusetts
$22.8M +$442K +13,990 +2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$20.2M +$1.43M +45,085 +8%
N
8
Nuveen
North Carolina
$19.6M +$2.66M +84,047 +17%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$16.9M +$9.4M +297,385 +155%
HRCM
10
Hood River Capital Management
Florida
$15.5M -$1.12M -35,314 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.6M -$1.17M -37,100 -9%
Northern Trust
12
Northern Trust
Illinois
$9.77M -$311K -9,840 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.65M +$301K +9,519 +4%
MCM
14
Matarin Capital Management
New York
$9.28M -$6.54M -206,674 -43%
Charles Schwab
15
Charles Schwab
California
$9.27M -$321K -10,161 -4%
Goldman Sachs
16
Goldman Sachs
New York
$8.93M +$4.51M +142,467 +123%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.44M -$34.7K -1,097 -0.4%
DGI
18
Disciplined Growth Investors
Minnesota
$8.1M -$20.1K -636 -0.3%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$7.8M +$7.14M +225,812 New
Prudential Financial
20
Prudential Financial
New Jersey
$7.6M +$5.44M +171,975 +358%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$7.06M -$6.42M -202,959 -50%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.04M -$1.58K -50 -0%
MC
23
Maverick Capital
Texas
$6.59M -$10.4M -330,265 -63%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$6.24M +$4.73M +149,676 +485%
AQR Capital Management
25
AQR Capital Management
Connecticut
$6.1M +$676K +21,379 +14%

ZUMZ Hedge Fund Activity: Q4 2019 in Review

185 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2019, worth a combined $724M — up 3.2% from $701M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ZUMZ positions and 24 closed out — a net gain of 13 holders — while 54 added to existing stakes and 66 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $9.4M. The largest seller was Maverick Capital, cutting an estimated $10.4M.

  • 185 institutional investors held Zumiez (ZUMZ) as of Q4 2019, up from 178 in Q3 2019.
  • Funds reported $724M of Zumiez stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 37 funds opened new Zumiez positions in Q4 2019 and 24 closed out, a net change of +13 holders.
  • The largest Zumiez buyer in Q4 2019 was Arrowstreet Capital, an estimated $9.4M added.
  • The largest Zumiez seller in Q4 2019 was Maverick Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.