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Zumiez

170 hedge funds and large institutions have $680M invested in Zumiez in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.34M

6.77% more ownership

Funds ownership: 82.54%89.31% (+6.8%)

11% less funds holding

Funds holding: 190170 (-20)

25% less capital invested

Capital invested by funds: $909M → $680M (-$229M)

32% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 74

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
-20
Holders Change %
-10.53%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
50
Reduced
74
Closed
36
Calls
$1.97M
Puts
$1.34M
Net Calls
+$633K
Net Calls Change
+$820K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M -$13.5M -311,011 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.5M -$6.22M -143,040 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.2M -$1.48M -34,065 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$48.9M +$1.73M +39,672 +3%
State Street
5
State Street
Massachusetts
$30.4M -$3.62M -83,243 -9%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$29.7M +$1.21M +27,722 +4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$24.7M -$3.46M -79,587 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.9M -$2.29M -52,578 -13%
FWIA
9
Fort Washington Investment Advisors
Ohio
$13.9M -$3.1M -71,210 -16%
JP Morgan Chase
10
JP Morgan Chase
New York
$12.9M -$783K -18,003 -5%
PCMI
11
Paradigm Capital Management Inc
New York
$11M
Northern Trust
12
Northern Trust
Illinois
$10.2M -$952K -21,887 -8%
Charles Schwab
13
Charles Schwab
California
$9.25M -$83.1K -1,912 -0.8%
N
14
Nuveen
North Carolina
$8.65M -$228K -5,233 -2%
Morgan Stanley
15
Morgan Stanley
New York
$8.12M +$2.77M +63,676 +43%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.89M -$740K -17,021 -8%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$7.2M +$2.66M +61,125 +48%
DGI
18
Disciplined Growth Investors
Minnesota
$7.05M +$86.7K +1,995 +1%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$6.99M +$364K +8,368 +5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$6.9M
Swedbank
21
Swedbank
Sweden
$6.69M +$652K +15,000 +9%
Invesco
22
Invesco
Georgia
$5.72M +$872K +20,065 +15%
Ameriprise
23
Ameriprise
Minnesota
$5.58M -$331K -7,601 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.93M -$587K -13,490 -9%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.91M +$5.59M +128,593 New

ZUMZ Hedge Fund Activity: Q1 2022 in Review

170 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q1 2022, worth a combined $680M — down 25% from $909M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZUMZ and 17 opened new positions — a net loss of 19 holders — while 74 trimmed existing stakes and 50 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $5.59M. The largest seller was BlackRock, cutting an estimated $13.5M.

  • 170 institutional investors held Zumiez (ZUMZ) as of Q1 2022, down from 190 in Q4 2021.
  • Funds reported $680M of Zumiez stock for Q1 2022, down 25% quarter-over-quarter.
  • 17 funds opened new Zumiez positions in Q1 2022 and 36 closed out, a net change of -19 holders.
  • The largest Zumiez buyer in Q1 2022 was Renaissance Technologies, an estimated $5.59M added.
  • The largest Zumiez seller in Q1 2022 was BlackRock, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2022.