Zumiez
ZUMZ
189 hedge funds and large institutions have $860M invested in Zumiez in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 15 closing their positions.
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
15% more capital invested
Capital invested by funds: $750M → $860M (+$111M)
11% more funds holding
Funds holding: 171 → 189 (+18)
7% less call options, than puts
Call options by funds: $5.6M | Put options by funds: $6.02M
1.45% less ownership
Funds ownership: 79.82% → 78.36% (-1.5%)
22% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$22M |
| 2 |
BlackRock
New York
|
+$6.39M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$5.96M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$5.74M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$27.5M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$10.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.16M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.64M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.97M |
ZUMZ Hedge Fund Activity: Q1 2021 in Review
189 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2021, worth a combined $860M — up 15% from $750M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ZUMZ positions and 15 closed out — a net gain of 19 holders — while 56 added to existing stakes and 72 trimmed.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $22M. The largest seller was Goldman Sachs, cutting an estimated $27.5M.
- 189 institutional investors held Zumiez (ZUMZ) as of Q1 2021, up from 171 in Q4 2020.
- Funds reported $860M of Zumiez stock for Q1 2021, up 15% quarter-over-quarter.
- 34 funds opened new Zumiez positions in Q1 2021 and 15 closed out, a net change of +19 holders.
- The largest Zumiez buyer in Q1 2021 was Fuller & Thaler Asset Management, an estimated $22M added.
- The largest Zumiez seller in Q1 2021 was Goldman Sachs, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2021.