Zumiez
ZUMZ
190 hedge funds and large institutions have $910M invested in Zumiez in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
12% more capital invested
Capital invested by funds: $816M → $910M (+$93.9M)
7% more funds holding
Funds holding: 177 → 190 (+13)
1.19% more ownership
Funds ownership: 81.34% → 82.54% (+1.2%)
9% less call options, than puts
Call options by funds: $1.82M | Put options by funds: $2M
32% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.5M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$3.45M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.68M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$23.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.1M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$9.11M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.01M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.35M |
ZUMZ Hedge Fund Activity: Q4 2021 in Review
190 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2021, worth a combined $910M — up 12% from $816M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ZUMZ positions and 16 closed out — a net gain of 13 holders — while 53 added to existing stakes and 78 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $8.25M. The largest seller was Massachusetts Financial Services, cutting an estimated $23.3M.
- 190 institutional investors held Zumiez (ZUMZ) as of Q4 2021, up from 177 in Q3 2021.
- Funds reported $910M of Zumiez stock for Q4 2021, up 12% quarter-over-quarter.
- 29 funds opened new Zumiez positions in Q4 2021 and 16 closed out, a net change of +13 holders.
- The largest Zumiez buyer in Q4 2021 was Baird Financial Group, an estimated $8.25M added.
- The largest Zumiez seller in Q4 2021 was Massachusetts Financial Services, an estimated $23.3M sold.
Based on aggregated 13F filings for Q4 2021.