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Zumiez

151 hedge funds and large institutions have $361M invested in Zumiez in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $1.14M

1.68% less ownership

Funds ownership: 87.76%86.07% (-1.7%)

4% less funds holding

Funds holding: 157151 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

19% less capital invested

Capital invested by funds: $445M → $361M (-$83.3M)

49% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 71

Holders
151
Holders Change
-6
Holders Change %
-3.82%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
36
Reduced
71
Closed
28
Calls
$1.15M
Puts
$1.14M
Net Calls
+$9K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.3M -$6.51M -249,141 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.6M +$742K +28,374 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.7M -$973K -37,245 -2%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$31.5M +$13.4M +513,479 +54%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$30.3M +$2.43M +92,966 +7%
State Street
6
State Street
Massachusetts
$15.2M -$1.89M -72,137 -9%
FWIA
7
Fort Washington Investment Advisors
Ohio
$8.67M +$886K +33,896 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.2M -$82.2K -3,145 -0.9%
DCM
9
Divisar Capital Management
California
$6.52M +$5.47M +209,180 +223%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.22M -$446K -17,071 -6%
Northern Trust
11
Northern Trust
Illinois
$6.05M -$108K -4,126 -1%
Swedbank
12
Swedbank
Sweden
$5.38M
Charles Schwab
13
Charles Schwab
California
$5.37M +$377K +14,410 +6%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$4.62M -$63.2K -2,420 -1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.42M +$2.07M +79,217 +63%
Morgan Stanley
16
Morgan Stanley
New York
$4.05M -$2.11M -80,693 -30%
DGI
17
Disciplined Growth Investors
Minnesota
$3.99M +$4K +153 +0.1%
TCM
18
Tieton Capital Management
Washington
$3.94M +$4.78M +182,950 New
CIM
19
Cambria Investment Management
California
$3.92M +$1.46M +56,048 +44%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.89M +$26 +1 +0%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$3.8M -$57K -2,180 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.5M -$208K -7,970 -5%
American Century Companies
23
American Century Companies
Missouri
$3.26M +$343K +13,112 +9%
BCM
24
Bridgeway Capital Management
Texas
$3.07M
RA
25
Royce & Associates
New York
$2.97M +$720K +27,542 +25%

ZUMZ Hedge Fund Activity: Q3 2022 in Review

151 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q3 2022, worth a combined $361M — down 19% from $445M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ZUMZ and 23 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 36 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $13.4M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $7.81M sold.

  • 151 institutional investors held Zumiez (ZUMZ) as of Q3 2022, down from 157 in Q2 2022.
  • Funds reported $361M of Zumiez stock for Q3 2022, down 19% quarter-over-quarter.
  • 23 funds opened new Zumiez positions in Q3 2022 and 28 closed out, a net change of -5 holders.
  • The largest Zumiez buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $13.4M added.
  • The largest Zumiez seller in Q3 2022 was Fuller & Thaler Asset Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2022.