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Zumiez

165 hedge funds and large institutions have $573M invested in Zumiez in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

2% more funds holding

Funds holding: 162165 (+3)

1% more capital invested

Capital invested by funds: $564M → $573M (+$8.39M)

0.22% less ownership

Funds ownership: 81.08%80.86% (-0.22%)

62% less call options, than puts

Call options by funds: $3.36M | Put options by funds: $8.86M

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
50
Closed
20
Calls
$3.36M
Puts
$8.86M
Net Calls
-$5.5M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.8M +$6.15M +235,047 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58M -$6.26M -239,362 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.7M -$3.72M -142,313 -7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$37M +$612K +23,403 +2%
Goldman Sachs
5
Goldman Sachs
New York
$27.7M -$1.18M -45,186 -4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$20.8M +$339K +12,969 +2%
State Street
7
State Street
Massachusetts
$19.5M +$167K +6,390 +0.9%
JP Morgan Chase
8
JP Morgan Chase
New York
$19.2M -$3.3M -126,252 -15%
FWIA
9
Fort Washington Investment Advisors
Ohio
$10.8M +$1.23M +46,941 +14%
Northern Trust
10
Northern Trust
Illinois
$10.3M -$234K -8,954 -2%
N
11
Nuveen
North Carolina
$10.3M -$2.99M -114,248 -24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.58M +$16.9K +645 +0.2%
Renaissance Technologies
13
Renaissance Technologies
New York
$7.27M +$1.26M +48,200 +23%
Charles Schwab
14
Charles Schwab
California
$6.97M -$61.6K -2,354 -0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.3M -$206K -7,890 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$6.29M +$1.12M +42,945 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.01M -$1.73M -66,100 -23%
DGI
18
Disciplined Growth Investors
Minnesota
$5.71M -$15.8K -603 -0.3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.67M
Principal Financial Group
20
Principal Financial Group
Iowa
$4.96M +$316K +12,097 +7%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.79M +$554K +21,177 +14%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$4.44M -$4.08M -156,022 -50%
MPAM
23
Monarch Partners Asset Management
Massachusetts
$4.33M +$3.66M +139,819 +885%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.21M +$3.96M +151,425 New
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$4.12M +$2.02M +77,433 +109%

ZUMZ Hedge Fund Activity: Q3 2020 in Review

165 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2020, worth a combined $573M — up 1.5% from $564M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ZUMZ positions and 20 closed out — a net gain of 3 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $6.15M. The largest seller was Vanguard Group, cutting an estimated $6.26M.

  • 165 institutional investors held Zumiez (ZUMZ) as of Q3 2020, up from 162 in Q2 2020.
  • Funds reported $573M of Zumiez stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 23 funds opened new Zumiez positions in Q3 2020 and 20 closed out, a net change of +3 holders.
  • The largest Zumiez buyer in Q3 2020 was BlackRock, an estimated $6.15M added.
  • The largest Zumiez seller in Q3 2020 was Vanguard Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2020.