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Zumiez

141 hedge funds and large institutions have $353M invested in Zumiez in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

30% more call options, than puts

Call options by funds: $809K | Put options by funds: $622K

5.58% more ownership

Funds ownership: 86.07%91.65% (+5.6%)

2% less capital invested

Capital invested by funds: $361M → $353M (-$8.56M)

7% less funds holding

Funds holding: 151141 (-10)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
41
Closed
23
Calls
$809K
Puts
$622K
Net Calls
+$187K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59.6M +$2.78M +125,444 +5%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.3M +$2.46M +111,127 +8%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$31.4M +$826K +37,253 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.9M -$8.17M -368,371 -21%
State Street
5
State Street
Massachusetts
$16M +$650K +29,306 +4%
Millennium Management
6
Millennium Management
New York
$13.2M +$10.9M +490,772 +414%
DCM
7
Divisar Capital Management
California
$11.1M +$4.6M +207,324 +68%
FWIA
8
Fort Washington Investment Advisors
Ohio
$10.4M +$1.68M +75,960 +19%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.59M -$692K -31,225 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.44M +$159K +7,166 +2%
Charles Schwab
11
Charles Schwab
California
$6.04M +$639K +28,824 +12%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$5.26M +$607K +27,363 +13%
Morgan Stanley
13
Morgan Stanley
New York
$4.75M +$680K +30,675 +16%
CIM
14
Cambria Investment Management
California
$4.69M +$745K +33,588 +18%
Invesco
15
Invesco
Georgia
$4.65M +$2.06M +92,999 +77%
RA
16
Royce & Associates
New York
$4.36M +$1.39M +62,535 +45%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4.12M +$2.2M +99,269 +110%
DGI
18
Disciplined Growth Investors
Minnesota
$4.02M -$1.18K -53 -0%
TCM
19
Tieton Capital Management
Washington
$3.95M -$26K -1,175 -0.6%
American Century Companies
20
American Century Companies
Missouri
$3.94M +$664K +29,936 +20%
Northern Trust
21
Northern Trust
Illinois
$3.94M -$2.21M -99,896 -36%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.93M -$22 -1 -0%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$3.79M -$288 -13 -0%
SSA
24
Schonfeld Strategic Advisors
New York
$3.76M +$3.83M +172,800 New
Ameriprise
25
Ameriprise
Minnesota
$3.57M +$793K +35,771 +28%

ZUMZ Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zumiez (ZUMZ) for Q4 2022, worth a combined $353M — down 2.4% from $361M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ZUMZ and 13 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 66 added.

The largest buyer was Millennium Management, adding an estimated $10.9M. The largest seller was Vanguard Group, cutting an estimated $8.17M.

  • 141 institutional investors held Zumiez (ZUMZ) as of Q4 2022, down from 151 in Q3 2022.
  • Funds reported $353M of Zumiez stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 13 funds opened new Zumiez positions in Q4 2022 and 23 closed out, a net change of -10 holders.
  • The largest Zumiez buyer in Q4 2022 was Millennium Management, an estimated $10.9M added.
  • The largest Zumiez seller in Q4 2022 was Vanguard Group, an estimated $8.17M sold.

Based on aggregated 13F filings for Q4 2022.